![Greg H. Ghodsi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Greg H.
Ghodsi is the founder of 360 Wealth Management Group, where he currently holds the title of Managing Director since 2007.
In his former job, he worked at Robert W.
Baird & Co., Inc. (Equity) as a Senior Vice President from 1996 to 2006.
Aktive Positionen von Greg H. Ghodsi
| Unternehmen | Position | Beginn |
|---|---|---|
360 Wealth Management Group
 360 Wealth Management Group Investment ManagersFinance 360 Wealth uses a proactive, multi-step process and a 360-degree approach to wealth management and financial planning to create plans that are designed to encompass all aspects of their client’s financial life. | Gründer | 01.01.2007 |
Ehemalige bekannte Positionen von Greg H. Ghodsi
| Unternehmen | Position | Ende |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Portfolio Manager-Aktien | 31.12.2006 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
63
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
360 Wealth Management Group
360 Wealth Management Group Investment ManagersFinance 360 Wealth uses a proactive, multi-step process and a 360-degree approach to wealth management and financial planning to create plans that are designed to encompass all aspects of their client’s financial life. | Finance |
