Greg Holden
Managing Director of Wealth Management; Senior Financial Consultant at Manning & Napier Advisors
- Role
- Managing Director of Wealth Management at Manning & Napier
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Greg Holden
Leading the growth of our clients and our firm in the Southeastern United States. Focused on developing and maintaining relationships with individual and institutional investors seeking to achieve specific goals or build investment strategies to meet specific needs. Always looking for outstanding people to add to our team. Committed to being a proactive and hands on part of every investment solution for our clients. Thoughtful fundamental research, a careful focus on valuation and with risk management as the top priority.
Experience
Managing Director of Wealth Management
Jul 2021 — Present · St Petersburg, FL, US
Education
Victoria University of Wellington
Undergraduate Study Abroad
2002 — 2002
Denison University
Bachelor of Arts (BA), Religion/Theology
1999 — 2003
Skills
- Research
- Asset Management
- Portfolio Management
- Leadership
- Financial Modeling
- Fundraising
- Strategic Planning
- Public Speaking
- Public Relations
- Investments
- Event Planning
- Finance
- Community Outreach
- Nonprofits
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