Robert Gregory
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Robert Gregory Email & Phone Number

Portfolio Manager at Glenmore Asset Management
Location: Melbourne, Victoria, Australia 4 work roles 2 schools
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Current company
Role
Portfolio Manager
Location
Melbourne, Victoria, Australia

Who is Robert Gregory? Overview

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Quick answer

Robert Gregory is listed as Portfolio Manager at Glenmore Asset Management, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Robert Gregory.

Robert Gregory previously worked as Portfolio Manager at Cbg Asset Management and Senior Equity Research Analyst at Morningstar. Robert Gregory holds Graduate Diploma In Applied Finance And Investment from Securities Institute Of Australia.

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Email format at Glenmore Asset Management

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Glenmore Asset Management

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Profile bio

About Robert Gregory

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

Listed skills include Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial Planning, and 21 others.

Current workplace

Robert Gregory's current company

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Glenmore Asset Management
Glenmore Asset Management
Portfolio Manager
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4 roles

Robert Gregory work experience

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Portfolio Manager

Current

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..

Feb 2017 - Present

Portfolio Manager

Cbg Asset Management

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.

May 2007 - Dec 2016

Senior Equity Research Analyst

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.

Dec 2004 - May 2007

Equity Research Analyst

Linwar Securities

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.

Oct 2003 - Nov 2004
2 education records

Robert Gregory education

Graduate Diploma In Applied Finance And Investment

Securities Institute Of Australia

Specialised in Investment Analysis

FAQ

Frequently asked questions about Robert Gregory

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What company does Robert Gregory work for?

Robert Gregory works for Glenmore Asset Management.

What is Robert Gregory's role at Glenmore Asset Management?

Robert Gregory is listed as Portfolio Manager at Glenmore Asset Management.

Where is Robert Gregory based?

Robert Gregory is based in Melbourne, Victoria, Australia while working with Glenmore Asset Management.

What companies has Robert Gregory worked for?

Robert Gregory has worked for Glenmore Asset Management, Cbg Asset Management, Morningstar, and Linwar Securities.

How can I contact Robert Gregory?

You can use AeroLeads to view verified contact signals for Robert Gregory at Glenmore Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Robert Gregory attend?

Robert Gregory holds Graduate Diploma In Applied Finance And Investment from Securities Institute Of Australia.

What skills is Robert Gregory known for?

Robert Gregory is listed with skills including Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial Planning, Financial Services, Financial Risk, Banking, and Risk Management.

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