Vice President, Private Wealth Advisor at U.S. Bank Private Wealth Management @ (November 2023 - October 2025)
Relationship Manager @ First Republic Bank (January 2020 - November 2023)
Relationship Manager - Eagle Lending @ First Republic Bank (July 2016 - December 2019)
All in One Associate - Eagle Lending @ First Republic Bank (August 2015 - June 2016)
Senior Credit Analyst @ First Republic Bank (December 2013 - August 2015)
Credit Analyst @ (July 2012 - December 2013)
MBA Student @ (May 2011 - May 2012)
Registered Representative @ (June 2008 - March 2010)
Greg McEvoy Education
University of San Francisco School of Management
Master of Business Administration (MBA) (Finance, General)
2011-2012
University of Colorado Boulder - Leeds School of Business
Business (Finance)
2004-2008
Saint Ignatius
Greg McEvoy Skills
Alternative Investments
Bloomberg
Business Analysis
Business Strategy
Data Analysis
Equities
Equity Research
Finance
Financial Analysis
Financial Modeling
Fixed Income
Investments
Market Research
Microsoft Excel
Options
Real Estate
Valuation
Credit
Analysis
Tax Analysis
Greg McEvoy Summary
Greg McEvoy, based in San Francisco, CA, US, is currently a Senior Vice President, Senior Relationship Strategist at PNC. Greg McEvoy brings experience from previous roles at U.S. Bank and First Republic Bank. Greg McEvoy holds a 2011 - 2012 Master of Business Administration (MBA) in Finance, General @ University of San Francisco School of Management. With a robust skill set that includes Alternative Investments, Bloomberg, Business Analysis, Business Strategy, Data Analysis and more. Greg McEvoy has 2 emails and 2 mobile phone numbers on RocketReach.
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