Greg Watkins
VP at BNY Wealth
- Role
- Vice President Senior Director of Portfolio Management at BNY
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
Experience
Vice President Senior Director of Portfolio Management
Dec 2005 — Present · Atlanta, GA, US
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We provide exceptional capabilities, proven experience and innovative wealth management solutions to high-net-worth individuals, family offices, planned giving programs, endowments and foundations. Our ability to apply our skills and capabilities consistently, expertly, and personally has resulted in highly satisfied clients and enduring relations that span market cycles and generations. Our capabilities include: • Wealth Management and Investment Management • Wealth & Estate Planning • Private Banking• Endowments and Foundations • Family Office Services • Planned Giving Services• Global Custody
Education
Georgia State University - J. Mack Robinson College of Business
BA
Skills
- Investments
- Portfolio Management
- Asset Allocation
- Series 7
- Alternative Investments
- Risk Management
- Financial Analysis
- Investment Management
- Banking
- Investment Strategies
- Relationship Management
- Wealth Management Services
- Investment Advisory
- Strategic Financial Planning
- Private Banking
- Estate Planning
- Insurance
- Underwriting
- Strategic Planning
- Wealth Management
- Financial Planning
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