Greg Parker Email & Phone Number
Managing Principal @ CAPTRUST
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Greg Parker Location
- Houston, TX, US
Greg Parker Work
- 2024 -now Managing Principal @
- 2017 -2024 Founder and Managing Partner | Family Wealth Advisor @ Engrave Wealth Partners
- 2007 -2017 Director @
- 2002 -2007 Regional Vice President Sales @
- 1992 -2002 Regional Vice President Sales @ Van Kampen Investments
Greg Parker Education
- Texas A&M University
BBA (Finance)
1987-1992
Greg Parker Skills
- Investments
- Financial Planning
- Portfolio Management
- Retirement Planning
- Tax Planning
- Asset Allocation
- Series 63
- Alternative Investments
- New Business Development
- Strategic Planning
- Investment Strategies
- Investment Advisory
- Change Management
- Investment Management
- Series 6
- Mutual Funds
- Asset Management
- Series 7
- Fixed Annuities
Greg Parker Summary
- Greg Parker, based in Houston, TX, US, is currently a Managing Principal at CAPTRUST. Greg Parker brings experience from previous roles at Engrave Wealth Partners, Janus Capital Group, Allianz Global Investors and Van Kampen Investments. Greg Parker holds a 1987 - 1992 BBA in Finance @ Texas A&M University. With a robust skill set that includes Investments, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning and more. Greg Parker has 2 emails and 3 mobile phone numbers on RocketReach.
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