Robert Gregory

Robert Gregory Email and Phone Number

Portfolio Manager at Glenmore Asset Management @ Glenmore Asset Management
Robert Gregory's Location
Melbourne, Victoria, Australia, Australia
About Robert Gregory

Robert Gregory is a Portfolio Manager at Glenmore Asset Management at Glenmore Asset Management. He possess expertise in wealth management, investment strategies, investment advisory, strategic financial planning, financial services and 20 more skills.

Robert Gregory's Current Company Details
Glenmore Asset Management

Glenmore Asset Management

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Portfolio Manager at Glenmore Asset Management
Robert Gregory Work Experience Details
  • Glenmore Asset Management
    Portfolio Manager
    Glenmore Asset Management Feb 2017 - Present
    Melbourne, Australia
    Glenmore Asset Management is a boutique equities investment manager servicing wholesale investors. Glenmore manages the Glenmore Australian Equities Fund which is a diversified portfolio of Australian equities. Since inception in 2017, the Fund has consistently been one of the top performing Australian equity funds, having returned in excess of 20% p.a. (after all fees). For more details please refer to the website www.glenmoream.com.au.
  • Cbg Asset Management
    Portfolio Manager
    Cbg Asset Management May 2007 - Dec 2016
    Sydney, Australia
    Commenced as a senior equity analyst and later promoted to Portfolio Manager. Main responsibilities were detailed stock research and general portfolio management of the firm's three funds (wholesale, retail and LIC). Maintained regular contact with senior management teams of a wide range of ASX listed companies. Active role in presenting to potential and existing investors (private individuals, institutional investors and financial planners). In 2013, CBG Asset Management was awarded the prestigious "Best Boutique Australian Equities Manager" at the Australian Fund Manager awards.
  • Morningstar
    Senior Equity Research Analyst
    Morningstar Dec 2004 - May 2007
    Sydney, Australia
    Responsible for research coverage of approximately twenty diversified industrial stocks. Performed detailed financial modelling, valuation, financial analysis and investment recommendations for each stock. Maintained regular contact with company management and produced regular research notes on all stocks covered. Member of the Morningstar Investment Committee.
  • Linwar Securities
    Equity Research Analyst
    Linwar Securities Oct 2003 - Nov 2004
    Sydney, Australia
    Responsible for coverage of a range of small/mid cap industrial stocks. Performed detailed financial modelling, valuation, financial analysis and investment recommendations for all stocks under coverage. Produced regular research on all stocks under coverage, which I marketed to a wide range of Australian fund managers.

Robert Gregory Skills

Wealth Management Investment Strategies Investment Advisory Strategic Financial Planning Financial Services Financial Risk Banking Risk Management Retirement Planning Investments Hedge Funds Asset Management Alternative Investments Portfolio Management Valuation Financial Modeling Equities Business Strategy Financial Markets Strategy Due Diligence Capital Markets Investment Banking Corporate Finance Financial Planning

Robert Gregory Education Details

Frequently Asked Questions about Robert Gregory

What company does Robert Gregory work for?

Robert Gregory works for Glenmore Asset Management

What is Robert Gregory's role at the current company?

Robert Gregory's current role is Portfolio Manager at Glenmore Asset Management.

What schools did Robert Gregory attend?

Robert Gregory attended Securities Institute Of Australia, University Of Melbourne.

What skills is Robert Gregory known for?

Robert Gregory has skills like Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial Planning, Financial Services, Financial Risk, Banking, Risk Management, Retirement Planning, Investments, Hedge Funds, Asset Management.

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