Greg M. Towner
Chief Investment Officer bei Fiduciary Alliance LLC
Profil
Greg M.
Towner is currently the Chief Investment Officer at Fiduciary Alliance LLC.
Previously, he worked as the Director at Sterling Capital Management LLC from 2007 to 2012, as a Portfolio Manager at Bank of America Corp., as a Senior Investment Specialist at The Charles Schwab Corp., and as a Regional Portfolio Manager at BB&T Asset Management, Inc. He received his undergraduate degree from the University of Mount Union and his MBA from the University of Central Florida.
Aktive Positionen von Greg M. Towner
Unternehmen | Position | Beginn |
---|---|---|
Fiduciary Alliance LLC
Fiduciary Alliance LLC Investment ManagersFinance Fiduciary Alliance LLC is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Founded in 2016, the firm provides financial planning and portfolio management services to individuals, high net-worth individuals and other investment advisers. | Chief Investment Officer | - |
Ehemalige bekannte Positionen von Greg M. Towner
Unternehmen | Position | Ende |
---|---|---|
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Portfolio Manager-Aktien | 30.09.2010 |
CHARLES SCHWAB | Corporate Officer/Principal | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Portfolio Manager-Aktien | - |
Ausbildung von Greg M. Towner
University of Mount Union | Undergraduate Degree |
University of Central Florida | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 2 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
CHARLES SCHWAB | Finance |
Private Unternehmen | 3 |
---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
Fiduciary Alliance LLC
Fiduciary Alliance LLC Investment ManagersFinance Fiduciary Alliance LLC is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Founded in 2016, the firm provides financial planning and portfolio management services to individuals, high net-worth individuals and other investment advisers. | Finance |