Tim Greive
Subject Matter Expert - Investments
- Role
- Director, Curriculum Development at CFA Institute
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Tim Greive
Versatile former portfolio manager and analyst who can credibly advocate differentiating nuances of investment capabilities and processes to external audiences and internal constituencies. Entrusted with full investment and operational authorization as #2 executive at 10 person RIA and highest trading risk clearance at leading hedge fund. Effective proxy for key investment staff who has developed, closed and maintained relationships with Forbes 400 family offices,$1b+ institutional accounts and private clients. Can apply multi-asset class security selection experience in alternative and traditional strategies to identify current investment opportunities. Track record of training and educating global audiences in complex investment topics.Key words: wealth management, hedge funds, family office, fund of funds, start-ups, RIA M&A, GIPS reporting, due diligence, relationship management, research, real assets, investor relations, catalyst driven trading strategies, merger arbitrage, performance measurement and attribution, relationship management, investment analytics, mutual funds, separate accounts, alternative investments, long/short, municipal bonds, portfolio manager, fundraising, private equity, venture capital, recruitment, direct indexing, RIAmatch, Finra Series 7 and CFP, ESG, knowledge management. adaptive learning, distance learning, instructional design, psychometrics, remote training, asynchronous learning. Bitcoin, cryptocurrency, Ethereum.
Experience
Director, Curriculum Development
Jun 2022 — Present · Chicago, IL, US
Chairman - Retirement Investment Policy Committee - 401k planCurriculum Director for the CFA Program, Sustainable Investing Certificate (formerly Certificate in ESG Investing), and CIPM (Certificate in Investment Performance Measurement).
Education
The Ohio State University
BSBA, Finance
Northwestern University - Kellogg School of Management
MBA, Finance, Entrepreneurship, Marketing
Skills
- Equities
- Derivatives
- Alternative Investments
- Fund of Funds
- Investments
- Bonds
- Capital Iq
- Series 66
- Investor Relations
- Series 65
- Headhunting
- Bloomberg Terminal
- Due Diligence
- Hedge Funds
- Venture Capital
- Securities
- Asset Managment
- Series 63
- Bloomberg
- Asset Management
- Capital Markets
- Series 7
- Portfolio Management
- Public Finance
- Advent Axys
- Trading
- Investment Banking
- Asset Allocation
- Mutual Funds
- Wealth Management
- Recruiting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.