Gregory Vincent, Cfa Email & Phone Number

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.

Listed skills include C++, Python, Sql, Visual Basic For Applications, and 16 others.