Gregory M. Estes
Compliance Officer bei Augustine Asset Management, Inc.
Profil
Mr. Gregory M.
Estes, CFA, is a Vice President, Chief Compliance Officer & Portfolio Manager at Augustine Asset Management, Inc. Mr. Estes has over 20 years of investment experience, and his responsibilities include managing Augustine’s yield equity strategy, contributing research across Augustine’s equity strategies, and overseeing the firm’s regulatory compliance.
His prior experience includes Portfolio Manager at Intrepid Capital Funds and Portfolio Manager at Bank of America’s Private Wealth Management group, US Trust.
Mr. Estes graduated with an MA in Financial Economics from the University of Florida and a BBA in Finance from the University of Notre Dame.
He is a CFA® charterholder and a past director of CFA Society Jacksonville.
Aktive Positionen von Gregory M. Estes
| Unternehmen | Position | Beginn |
|---|---|---|
Augustine Asset Management, Inc.
 Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Compliance Officer | 01.04.2017 |
Ehemalige bekannte Positionen von Gregory M. Estes
| Unternehmen | Position | Ende |
|---|---|---|
Intrepid Capital Management, Inc. (Florida)
 Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Analyst-Equity | 01.03.2017 |
Ausbildung von Gregory M. Estes
| University of Florida | Graduate Degree |
| University of Notre Dame | 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 |
|---|---|
Intrepid Capital Management, Inc. (Florida)
Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Finance |
Augustine Asset Management, Inc.
Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Finance |
