Gregory Vincent, Cfa Email and Phone Number
Gregory Vincent, Cfa work email
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Gregory Vincent, Cfa personal email
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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.
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Portfolio ManagerSouthern Farm Bureau Life Insurance CompanyGreenville, Sc, Us -
Principal, Public MarketsBakala Capital Nov 2021 - PresentGreenville, South Carolina, United States -
Investment StrategistStratos Wealth Partners Mar 2015 - Oct 2021Lexington, South Carolina -
Treasury AnalystBluecross Blueshield Of South Carolina Nov 2014 - Mar 2015Columbia, South Carolina Area -
Financial AnalystBluecross Blueshield Of South Carolina May 2012 - Nov 2014Columbia, South Carolina Area -
Consulting AnalystBluecross Blueshield Of South Carolina Feb 2012 - May 2012I-20 At Alpine Road Columbia, Sc 29219-0001 -
Equity Research Analyst InternTandem Investment Advisors, Inc. Jan 2011 - Apr 2011145 King Street Suite 227 Charleston, Sc 29401 -
Energy Research Analyst InternCharleston County Zoning And Planning Department Jun 2010 - Aug 20104045 Bridge View Drive North Charleston, Sc 29405 -
Operations Assistant InternMeyer Kapp & Associates Llc Jun 2010 - Aug 2010230 Seven Farms Drive Suite 103 Charleston, Sc 29492
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Math Courseware InternHawkes Learning Systems May 2007 - Jul 2007
Gregory Vincent, Cfa Skills
Gregory Vincent, Cfa Education Details
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Minor In Finance -
Clemson UniversityBiology/Biological Sciences, General
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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