Greg Estes Email & Phone Number
Chief Investment Officer @ Councilor, Buchanan & Mitchell - CPAs and Business Advisors
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Greg Estes Location
- Jacksonville, FL, US
Greg Estes Work
- 2025 - now Chief Investment Officer @
- 2023 - 2025 Senior Portfolio and Relationship Manager @
- 2017 - 2023 Vice President, Portfolio Manager and Chief Compliance Officer @
- 2000 - 2017 Lead Portfolio Manager and Senior Equity Analyst @
- 1996 - 2000 Portfolio Manager @
Greg Estes Education
- University of Florida - Warrington College of Business
MA (Finance)
1994 - 1996 - University of Notre Dame
BBA (Finance)
1990 - 1994
Greg Estes Skills
- Leadership
- Project Management
- Business Analysis
- Marketing
- Fixed Income
- Customer Service
- Portfolio Management
- Asset Allocation
- Equities
- Financial Analysis
- Investment Management
- Wealth Management
- Media Relations
- Investments
- Mutual Funds
- Asset Management
- Valuation
- Financial Modeling
- Finance
- Financial Markets
- Analysis
- Alternative Investments
- Equity Research
- Financial Reporting
- Due Diligence
- Investment Strategies
- Capital Markets
- Risk Management
- Financial Services
- Strategic Planning
- Hedge Funds
- Financial Planning
- Strategy
- Bloomberg
- Microsoft Office
- Microsoft Excel
- Presentation Skills
- Presentations
- Management
- Written Communication
- Socially Responsible Investing
- Financial Statement Analysis
- Buy Side
- Sma
- Client Presentation
- Chartered Financial Analyst
- Institutional Investments
- Client Focused
- Balance Sheet
- Free Cash Flow
- Alpha Generation
- Value Investing
- Esg
- Portfolio Optimization
Greg Estes Summary
- Greg Estes, based in Jacksonville, FL, US, is currently a Chief Investment Officer at Councilor, Buchanan & Mitchell - CPAs and Business Advisors. Greg Estes brings experience from previous roles at Councilor, Buchanan & Mitchell - CPAs and Business Advisors, Augustine Asset Management, Intrepid Capital Funds and Bank of America. Greg Estes holds a 1994 - 1996 MA in Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes Leadership, Project Management, Business Analysis, Marketing, Fixed Income and more. Greg Estes has 2 emails and 2 mobile phone numbers on RocketReach.
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