Profil
Mr. Gregory Blake is a Director at Convergent Wealth Advisors LLC.
Prior to joining Convergent, Mr. Blake was a Vice President at Bernstein Global Wealth Management where he advised high net worth clients on a wide range of investment planning and other wealth management Before his transition into the financial services industry, he worked with a variety of technology and start-up companies with a concentration in data and communications solutions for military and intelligence applications.
Mr. Blake earned his Master of Business Administration (MBA) from Santa Clara University in 2001 and is a 1994 graduate of the United States Naval Academy where he earned a Bachelor of Science in Economics.
Upon graduation from the Naval Academy, he served in the U.S.
Marine Corps where he attained the rank of Captain.
In addition, he holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses.
He is the President of the South Baltimore Neighborhood Association and serves on the Board of Directors for Young Audiences of Maryland.
Ehemalige bekannte Positionen von Gregory E. Blake
| Unternehmen | Position | Ende |
|---|---|---|
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Vertrieb & Marketing | - |
Ausbildung von Gregory E. Blake
| Santa Clara University | Masters Business Admin |
| United States Naval Academy | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Bernstein Global Wealth Management
Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Finance |