Gregory Vincent, Cfa

Gregory Vincent, Cfa Email and Phone Number

Greenville, SC, US
Gregory Vincent, Cfa's Location
Greenville, South Carolina, United States, United States
Gregory Vincent, Cfa's Contact Details

Gregory Vincent, Cfa personal email

About Gregory Vincent, Cfa

As the Principal of Public Markets at Bakala Capital, Gregory Vincent primarily focuses on the investment management of the Public Markets Portfolio. Prior to joining Bakala Capital, Gregory was an Investment Strategist at Stratos Wealth Partners in South Carolina. In this role, he primarily formulated and implemented investment strategies, creating model and custom portfolios and trading client accounts accordingly. Before his role at Stratos, Gregory served as an Investment Analyst with the Corporate Treasury Investment Team at BlueCross BlueShield of South Carolina. In that role, he evaluated investment proposals and formulated actionable recommendations, implemented select strategies, managed the pledged securities for subsidiary companies, and developed forecasting models.Gregory Vincent holds the CFA charter and the CFP® certification. He received a B.S. in Economics with a Minor in Finance from College of Charleston.

Gregory Vincent, Cfa's Current Company Details
Southern Farm Bureau Life Insurance Company

Southern Farm Bureau Life Insurance Company

View
Portfolio Manager
Greenville, SC, US
Website:
sfbli.com
Employees:
927
Gregory Vincent, Cfa Work Experience Details
  • Southern Farm Bureau Life Insurance Company
    Portfolio Manager
    Southern Farm Bureau Life Insurance Company
    Greenville, Sc, Us
  • Bakala Capital
    Principal, Public Markets
    Bakala Capital Nov 2021 - Present
    Greenville, South Carolina, United States
  • Stratos Wealth Partners
    Investment Strategist
    Stratos Wealth Partners Mar 2015 - Oct 2021
    Lexington, South Carolina
  • Bluecross Blueshield Of South Carolina
    Treasury Analyst
    Bluecross Blueshield Of South Carolina Nov 2014 - Mar 2015
    Columbia, South Carolina Area
  • Bluecross Blueshield Of South Carolina
    Financial Analyst
    Bluecross Blueshield Of South Carolina May 2012 - Nov 2014
    Columbia, South Carolina Area
  • Bluecross Blueshield Of South Carolina
    Consulting Analyst
    Bluecross Blueshield Of South Carolina Feb 2012 - May 2012
    I-20 At Alpine Road Columbia, Sc 29219-0001
  • Tandem Investment Advisors, Inc.
    Equity Research Analyst Intern
    Tandem Investment Advisors, Inc. Jan 2011 - Apr 2011
    145 King Street Suite 227 Charleston, Sc 29401
  • Charleston County Zoning And Planning Department
    Energy Research Analyst Intern
    Charleston County Zoning And Planning Department Jun 2010 - Aug 2010
    4045 Bridge View Drive North Charleston, Sc 29405
  • Meyer Kapp & Associates Llc
    Operations Assistant Intern
    Meyer Kapp & Associates Llc Jun 2010 - Aug 2010
    230 Seven Farms Drive Suite 103 Charleston, Sc 29492
  • Hawkes Learning Systems
    Math Courseware Intern
    Hawkes Learning Systems May 2007 - Jul 2007

Gregory Vincent, Cfa Skills

C++ Python Sql Visual Basic For Applications Asset Allocation Portfolio Management Capital Markets Valuation Financial Modeling Forecasting Financial Analysis Investments Finance Bloomberg Terminal Thompson One Morningstar Microsoft Office Data Analysis Corporate Finance Risk Management

Gregory Vincent, Cfa Education Details

Frequently Asked Questions about Gregory Vincent, Cfa

What company does Gregory Vincent, Cfa work for?

Gregory Vincent, Cfa works for Southern Farm Bureau Life Insurance Company

What is Gregory Vincent, Cfa's role at the current company?

Gregory Vincent, Cfa's current role is Portfolio Manager.

What is Gregory Vincent, Cfa's email address?

Gregory Vincent, Cfa's email address is gv****@****swp.com

What schools did Gregory Vincent, Cfa attend?

Gregory Vincent, Cfa attended College Of Charleston, Clemson University.

What skills is Gregory Vincent, Cfa known for?

Gregory Vincent, Cfa has skills like C++, Python, Sql, Visual Basic For Applications, Asset Allocation, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Forecasting, Financial Analysis, Investments.

Who are Gregory Vincent, Cfa's colleagues?

Gregory Vincent, Cfa's colleagues are Jo Wilkins, Regina Reis, Flmi, Acs, Aalu, Jack Duplessis, Clu, Cassi Aldridge, Mba, Gsec, Gcih, Gpen, Susan Roberson, Onida Parrent, Latasha Chambers-Smith.

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