Director of Asset Allocation
Greg joined Confluence in April 2017 as Director of Asset Allocation. He is a member of the Asset Allocation Investment Committee and serves as a co-portfolio manager on those strategies.
Prior to joining Confluence, Greg was Managing Director of Asset Allocation and Portfolio Construction for the Investment Management Group at TIAA-CREF for nine years. In this role, he initiated and constructed a discretionary management platform that grew to over $21 billion during his tenure. His group also provided oversight for another $20 billion in assets for a number of affiliates.
Before TIAA-CREF, Greg worked at A.G. Edwards as a vice president within the Gallatin Asset Management division, where he directed Manager Analysis and served as co-manager on the Cyclical Asset Allocation Portfolios. Prior to A.G. Edwards, Greg held roles at Rauscher Pierce Refsnes, Inc. and Stifel, Nicolaus & Company. Over the course of his 30 years of experience, Greg has been involved in building five fee-based platforms at three different firms, including separate accounts, open-end mutual funds, and exchange-traded funds. He was involved in the first closed-end fund research effort and the first research group incorporating dedicated investment manager analysts.
Greg has served on the Securities Industry Association’s Investment Company Committee and has been a member of Morningstar’s Institutional Advisory Council. He earned his BBA from the University of Mississippi and his MBA from the A.B. Freeman School of Business at Tulane University.