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.
Brinker Capital
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Sr. Portfolio SpecialistBrinker CapitalPhiladelphia, Pa, Us
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Managing MemberPhilly Plant Dads, Llc Sep 2024 - PresentPhilly 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.
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Sr Portfolio SpecialistBrinker 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.
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Portfolio SpecialistBrinker Capital May 2023 - Aug 2023
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TraderBrinker Capital Feb 2022 - May 2023
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Portfolio & Trust AdministratorPnc Private Bank May 2021 - Feb 2022
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Client Solutions Specialist, Sr.Pnc Private Bank May 2020 - May 2021
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Branch BankerPnc Aug 2017 - May 2020Pittsburgh, Pennsylvania, Us
Robert Gregory Education Details
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Maryville University Of Saint LouisAccounting
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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