Greg Deeds, CFA
Verified
With a background that reflects a broad range of experience across all asset classes, I issue appropriate recommendations on potential investment opportunities. My deep knowledge of financial principles allows me to allocate assets in a strategic manner to yield profitable returns with appropriate risk levels. Serving primarily pension funds, financial institutions, and family offices, I am known for forging relationships based on trust, ongoing communication, and always serving the best interests of my clients.
I maintain full accountability for financial results and mentor more junior team members. I consistently meet investment targets and actively participate in efforts to generate new client mandates. I demonstrate strong proficiency across a wide range of traditional and alternative asset classes.
Core Competencies Include:
►Asset Allocation
►Investment Research
►Portfolio Risk Monitoring
►Financial Strategy Development
►Investment Manager Sourcing & Selection
►Investment Activity Monitoring