Gregory Assad
Financial Analyst @Hightower Advisors
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WORK HISTORY
Financial Analyst @Hightower Advisors
Houston, TX, US
Provide tailored recommendations to optimize client asset allocations and rebalance portfolios to align with investment objectives and risk tolerance- Conduct in-depth financial research by analyzing market trends, investment opportunities, and client portfolios- Support senior leaders in prospecting efforts by identifying potential clients, preparing outreach materials, and contributing to relationship‑building strategies.
EDUCATION
Providence College School of Business
Bachelor of Science - BS, Marketing and Finance
CEA CAPA Education Abroad
Bachelor of Science - BS, Marketing and Finance
Providence College School of Business
Master of Business Administration - MBA, Business Administration and Management, General
ABOUT GREGORY ASSAD
I am a recent graduate of the Providence College School of Business, where I completed a one-year accelerated MBA degree and a certificate in business analytics. Driven by a strong passion for wealth management, I pair exemplary client service with sharp analytical skills to deliver meaningful results. My action-oriented approach builds lasting relationships, and my ability to simplify complex problems into practical solutions empowers clients to make confident financial decisions.
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