Greg Holden

Managing Director of Wealth Management @Manning & Napier

St. Petersburg, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Managing Director of Wealth Management @Manning & Napier

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St Petersburg, FL, US

EDUCATION

2002 — 2002

Victoria University of Wellington

Undergraduate Study Abroad

1999 — 2003

Denison University

Bachelor of Arts (BA), Religion/Theology

SKILLS

ResearchAsset ManagementPortfolio ManagementLeadershipFinancial ModelingFundraisingStrategic PlanningPublic SpeakingPublic RelationsInvestmentsEvent PlanningFinanceCommunity OutreachNonprofits

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.

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