Robert Gregory Email and Phone Number
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.
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Portfolio ManagerGlenmore Asset Management Feb 2017 - PresentMelbourne, AustraliaGlenmore 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. -
Portfolio ManagerCbg Asset Management May 2007 - Dec 2016Sydney, AustraliaCommenced 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.
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Senior Equity Research AnalystMorningstar Dec 2004 - May 2007Sydney, AustraliaResponsible 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. -
Equity Research AnalystLinwar Securities Oct 2003 - Nov 2004Sydney, AustraliaResponsible 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
Robert Gregory Education Details
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Securities Institute Of AustraliaGraduate Diploma In Applied Finance And Investment -
Bachelor Of Commerce (Bcom) Honours
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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Rob Gregory
Greater Adelaide Area
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