Sr. Portfolio Specialist
Brinker Capital
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Robert Gregory Email & Phone Number
Sr. Portfolio Specialist
at
Brinker Capital
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Brinker Capital
Role
Sr. Portfolio Specialist
Location
Philadelphia, Pennsylvania, United States
Who is Robert Gregory? Overview
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Quick answer
Robert Gregory is listed as Sr. Portfolio Specialist at Brinker Capital, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Robert Gregory.
Robert Gregory previously worked as Managing Member at Philly Plant Dads, Llc and Sr Portfolio Specialist at Brinker Capital, An Orion Company. Robert Gregory holds Bachelor Of Science - Bs, Accounting from Maryville University Of Saint Louis.
Profile bio
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.
Current workplace
Robert Gregory's current company
Company context helps verify the profile and gives searchers a useful next step.
Brinker Capital
8 roles
Robert Gregory work experience
A career timeline built from the work history available for this profile.
Managing Member
Current
Philly Plant Dads, Llc
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.
Sep 2024 - Present
Sr Portfolio Specialist
Current
Brinker Capital, An Orion Company
· 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.
Aug 2023 - Present
Portfolio Specialist
Brinker Capital
May 2023 - Aug 2023
Trader
Brinker Capital
Feb 2022 - May 2023
Portfolio & Trust Administrator
Pnc Private Bank
May 2021 - Feb 2022
Client Solutions Specialist, Sr.
Pnc Private Bank
May 2020 - May 2021
Branch Banker
Aug 2017 - May 2020
1 education record
Robert Gregory education
-
Maryville University Of Saint Louis
FAQ
Frequently asked questions about Robert Gregory
Quick answers generated from the profile data available on this page.
What company does Robert Gregory work for?
Robert Gregory works for Brinker Capital.
What is Robert Gregory's role at Brinker Capital?
Robert Gregory is listed as Sr. Portfolio Specialist at Brinker Capital.
Where is Robert Gregory based?
Robert Gregory is based in Philadelphia, Pennsylvania, United States while working with Brinker Capital.
What companies has Robert Gregory worked for?
Robert Gregory has worked for Brinker Capital, Philly Plant Dads, Llc, Brinker Capital, An Orion Company, Pnc Private Bank, and Pnc.
How can I contact Robert Gregory?
You can use AeroLeads to view verified contact signals for Robert Gregory at Brinker Capital, including work email, phone, and LinkedIn data when available.
What schools did Robert Gregory attend?
Robert Gregory holds Bachelor Of Science - Bs, Accounting from Maryville University Of Saint Louis.
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