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Greg Parker Location
Houston, TX, US
Greg Parker Work
Managing Principal @ (January 2024 - Present)
Founder and Managing Partner | Family Wealth Advisor @ Engrave Wealth Partners (August 2017 - January 2024)
Director @ (September 2007 - May 2017)
Regional Vice President Sales @ (September 2002 - April 2007)
Regional Vice President Sales @ Van Kampen Investments (August 1992 - September 2002)
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 4 emails and 3 mobile phone numbers on RocketReach.
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