Greg Richards Email & Phone Number
Assistant Vice President, Senior Investment Analyst @ Envestnet, Inc
Greg Richards's Location
Denver, CO, US
Greg Richards's Work
- Assistant Vice President, Senior Investment Analyst @ Envestnet, Inc
- Investment Analyst @ Kummer Financial Strategies, Inc.
- Assistant Vice President, Equity Strategies @ HM Capital Management
- Financial Planning Analyst and Relationship Manager @ HM Capital Management
- Senior Trust Advisory Account Coordinator @ Enterprise Bank & Trust
- Retirement Consultant @ J.P. Morgan
Greg Richards's Education
- University of Kansas - Graduate School of Business
Masters (Business Administration)
2001 - 2003 - The University of Kansas
Bachelor of Arts (Political Science)
1997 - 2001
Greg Richards's Skills
- Asset Allocation
- Portfolio Management
- Mutual Funds
- Process Improvement
- Certified Financial Planner
- Performance Reporting
- Equity Research
- Portfolio Strategy
- Portfolio Optimization
- Financial Modeling
Greg Richards's Summary
Greg Richards, based in Denver, CO, US, is currently a Assistant Vice President, Senior Investment Analyst at Envestnet, Inc, bringing experience from previous roles at Kummer Financial Strategies, Inc., Hm Capital Management and Enterprise Bank & Trust. Greg Richards holds a 2001 - 2003 Masters in Business Administration @ University of Kansas - Graduate School of Business. With a robust skill set that includes Asset Allocation, Portfolio Management, Mutual Funds, Process Improvement, Certified Financial Planner and more, Greg Richards contributes valuable insights to the industry. Greg Richards has 2 emails on RocketReach.
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