Gregory Lavine
Director of Fixed Income
- Role
- Director of Fixed Income at Parsons Capital Management, Inc
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
Experience
Director of Fixed Income
Parsons Capital Management, Inc
May 2023 — Present · Providence, RI, US
As the Director of Fixed Income, Greg helps design portfolio strategies and manages custom fixed income mandates across investment grade bond markets. Prior to joining Parsons in 2023, he worked as an institutional bond trader and portfolio manager at Moors & Cabot in Boston, MA, working closely with wealth managers, institutional investors, and individuals. Greg graduated from the University of Vermont and The Providence Country Day School, holds a CFA charter and a CFP designation, and has over 20 years of investment management experience. Greg has been a member of the CFA Society of New York, the Financial Planning Association of New York, the Providence Country Day School Alumni Board, and the Exchange City RI Steering Committee, and is a current member of the Providence Country Day School Finance Committee, the CFA Institute, and the Financial Planning Association of RI.
Skills
- Wealth Management
- Investment Advisory
- Management
- Asset Allocation
- Fixed Income
- Certified Financial Planner
- Finance
- Private Wealth Management
- Investment Strategies
- Private Equity
- Cfa
- Financial Analysis
- Portfolio Management
- Equities
- Financial Planning
- Municipal Bond Management
- Bonds
- Strategic Financial Planning
- Risk Tolerance Measurement
- Asset Management
- Trading
- Wealth Management Services
- Municipal Bonds
- Endowments
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