James Gregg
- Role
- Managing Director Investments - Stifel at Stifel Financial Corp.
- Location
- Syracuse-Auburn, US
- LinkedIn followers
- 500 followers
About James Gregg
With over 30 years of combined experience in managerial and financial services, I am…
Experience
Managing Director Investments - Stifel
Nov 2018 — Present
Investment planning to help pursue your long-term objectives, or work toward a specific goal- Customized wealth management services for individuals, corporations, corporate executives, non-profit groups, pension plans, trusts/estates, and foundations, as well as small businesses- Asset allocation, estate planning strategies, retirement planning, and college planning services.
Education
University of Denver
Bachelor of Science in Business Administration (B.S.B.A.)
1978
Skills
- Financial Modeling
- High Net Worth Individuals
- Etfs
- Retirement Planning
- Iras
- 401k Rollovers
- Retirement
- Bonds
- Mutual Funds
- Investments
- Equity Trading
- Fixed Income
- Wealth Management
- Equities
- Financial Services
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