Robert Gregory

Robert Gregory Email and Phone Number

Sr. Portfolio Specialist @ Philadelphia, PA, US
Philadelphia, PA, US
Robert Gregory's Location
Philadelphia, Pennsylvania, United States, United States
About Robert Gregory

I’m a Sr. Portfolio Specialist who’s passionate about crafting personalized investment strategies that help high-net-worth clients achieve their financial goals. I thrive in fast-paced environments, managing multi-asset UMAs and collaborating with financial advisors. Outside of work, I’m a lifelong learner with a Series 65 license and a degree in Accounting. When I’m not trading, you’ll find me tending to my rare houseplant collection or outside doing some woodworking for my next home project.

Robert Gregory's Current Company Details
Brinker Capital

Brinker Capital

Sr. Portfolio Specialist
Philadelphia, PA, US
Robert Gregory Work Experience Details
  • Brinker Capital
    Sr. Portfolio Specialist
    Brinker Capital
    Philadelphia, Pa, Us
  • Philly Plant Dads, Llc
    Managing Member
    Philly Plant Dads, Llc Sep 2024 - Present
    Philly Plant Dads, LLC is a plant business dedicated to providing high-quality, sustainable plants and planters to the local Philadelphia community. Our focus is on delivering unique plant varieties, including Monstera, Alocasia, and Philodendron with a focus on hydroponics. We aim to foster a supportive community for plant enthusiasts through educational content and personalized care advice.As the Managing Member, I oversee day-to-day operations, including plant sourcing, product development, customer relations, and business strategy. Our goal is to make plant care more accessible while supporting the growth of a thriving local plant culture.
  • Brinker Capital, An Orion Company
    Sr Portfolio Specialist
    Brinker Capital, An Orion Company Aug 2023 - Present
    · Lead trading operations for Unified Managed Accounts (UMAs), strategically optimizing trade execution to address liquidity needs while facilitating manager transitions and model rebalancing, ensuring portfolio performance within risk tolerance.· Collaborate with fixed income managers to develop and implement bond strategies, optimizing portfolio liquidity, and mitigating risk - improving investment performance for high-net-worth clients.· Enhance the trading workflow by streamlining processes to reduce execution times and minimize errors, ensuring adherence to investment strategies and regulatory standards.· Play a critical role in the accurate and timely execution of manager reallocations, transitioning accounts to new models and improving portfolio outcomes.· Enhance operational efficiency by leveraging cross-functional expertise in account opening, SMA trading, and model trading to ensure client satisfaction during peak periods.
  • Brinker Capital
    Portfolio Specialist
    Brinker Capital May 2023 - Aug 2023
  • Brinker Capital
    Trader
    Brinker Capital Feb 2022 - May 2023
  • Pnc Private Bank
    Portfolio & Trust Administrator
    Pnc Private Bank May 2021 - Feb 2022
  • Pnc Private Bank
    Client Solutions Specialist, Sr.
    Pnc Private Bank May 2020 - May 2021
  • Pnc
    Branch Banker
    Pnc Aug 2017 - May 2020
    Pittsburgh, Pennsylvania, Us

Robert Gregory Education Details

  • Maryville University Of Saint Louis
    Maryville University Of Saint Louis
    Accounting

Frequently Asked Questions about Robert Gregory

What company does Robert Gregory work for?

Robert Gregory works for Brinker Capital

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

Robert Gregory's current role is Sr. Portfolio Specialist.

What schools did Robert Gregory attend?

Robert Gregory attended Maryville University Of Saint Louis.

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