Profil
Marshall Gregory worked as an Associate Portfolio Manager at Sentinel Trust Co. from 2016 to 2021.
Prior to that, he worked as a Trader & Analyst at Haven Wealth Group LLC.
Mr. Gregory received his undergraduate degree from Texas A&M University in 2014.
Ehemalige bekannte Positionen von Marshall Gregory
Unternehmen | Position | Ende |
---|---|---|
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Portfolio Manager-Fixed Income | 01.06.2021 |
Haven Wealth Group LLC
Haven Wealth Group LLC Investment ManagersFinance Haven Wealth Group LLC (HWG) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2008 by W. Charles Calvin and Richea Powell. HWG manages money for individuals, pensions, foundations and endowment funds on a fully discretionary basis. | Analyst-Equity | - |
Ausbildung von Marshall Gregory
Texas A&M University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Haven Wealth Group LLC
Haven Wealth Group LLC Investment ManagersFinance Haven Wealth Group LLC (HWG) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2008 by W. Charles Calvin and Richea Powell. HWG manages money for individuals, pensions, foundations and endowment funds on a fully discretionary basis. | Finance |
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Finance |