Greg is a Senior Portfolio Manager at InvesTrust, a leading trust company in Oklahoma City that serves high net worth individuals, family office clients, pension funds, foundations, and endowments. He has over twelve years of experience in the investment management industry, and holds the Chartered Financial Analyst (CFA) designation. As a Senior Portfolio Manager, Greg co-manages the large-cap core strategy, which invests in high quality dividend paying large-cap stocks. He provides comprehensive investment solutions and services to his clients, based on their goals, risk tolerance, and time horizon. He also conducts research, analysis, and due diligence on various asset classes, sectors