Trent Gregory, CFA

Trent Gregory, CFA

Investment Officer

Country

United States

City

Charleston

Industry

Financial Services

Skill

Alternative Investments, Asset Management, Hedge Funds, Investments, Equities, Portfolio Management, Fixed Income, Capital Markets, Private Equity, Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Bloomberg, Trading, process improvement, Data Analysis, Investment Manager Research, Invwstment Due Diligence

Experience

West Virginia Investment Management Board

Investment Officer

West Virginia Investment Management Board

2019-7 - Present · 7 yrs 3 mos

Charleston, WV

With over two decades of institutional investing and capital markets experience I am primarily responsible for a ~$14Bn fully diversified global public equity portfolio. I specialize in portfolio construction, asset allocation, manager selection and risk management.

Residential Leasing

Vice President

Residential Leasing

2017-4 - 2019-6 · 2 yrs 3 mos

Pitman, NJ

Independent Consultant

Independent Consulting

Independent Consultant

2017-1 - 2019-6 · 2 yrs 6 mos

Phoenixville, PA

ROCH Capital

Director of Investments

ROCH Capital

2015-3 - 2017-1 · 1 yr 11 mos

Glen Mills, PA

Single Family Office

SEI

Investment Analyst- Alternative Investments

SEI

LinkedIn
2006-10 - 2015-3 · 8 yrs 6 mos

Oaks, PA

Riverview Alternative Investment Advisors

Investment Analyst

Riverview Alternative Investment Advisors

LinkedIn
2004-10 - 2006-10 · 2 yrs 1 mo

Red Bank, NJ

Penn Capital Management Company, LLC

Investment Team Intern

Penn Capital Management Company, LLC

LinkedIn
2001 - 2003 · 2 yrs
OPEX Corporation

Engineering Intern

OPEX Corporation

LinkedIn
2000 - 2001 · 1 yr

Education

Drexel University

Drexel University

LinkedIn

Finance

Trent Gregory, CFA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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