Greg Carroll
Portefeuillebeheerder-Aandelen bij Wolff Wiese Magana LLC
Profiel
Mr. Gregory J.
Carroll is a Portfolio Manager at Wolff Wiese Magana LLC.
He started his financial services career in 1995 with Smith Barney (now Morgan Stanley).
In 2008 Mr. Carroll co-founded Sterling Global Strategies, a firm that specialized in developing and implementing proprietary tactical investment models, designed to mitigate volatility and downside market exposure.
He was previously employed as a Principal by Smith Barney & Co., Inc., and a Principal by UBS AG (New York) where he specialized in risk management, retirement planning, and providing customized investment solutions.
He received his undergraduate degree in Bachelor of Science, Marketing and Finance from Arizona State University.
Actieve functies van Greg Carroll
| Bedrijven | Functie | Begin |
|---|---|---|
Wolff Wiese Magana LLC
 Wolff Wiese Magana LLC Investment ManagersFinance Wolff Wiese Magana LLC (dba WWM Financial) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. Founded in 1983, the firm provides individuals and other types of clients with a wide array of investment advisory services. | Portefeuillebeheerder-Aandelen | 01-07-2019 |
Eerdere bekende functies van Greg Carroll
| Bedrijven | Functie | Einde |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Sterling Global Strategies LLC
 Sterling Global Strategies LLC Investment ManagersFinance Part of Sterling Wealth Management Group, Inc., Sterling Global Strategies LLC is a company that provides investment advice. The company is based in Carlsbad, CA. The company was founded in 2014 by Michael Sean Haig, Gregory James Carroll. Michael Sean Haig has been the CEO since 2014. | Oprichter | - |
Opleiding van Greg Carroll
| Arizona State University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 4 |
|---|---|
Sterling Global Strategies LLC
Sterling Global Strategies LLC Investment ManagersFinance Part of Sterling Wealth Management Group, Inc., Sterling Global Strategies LLC is a company that provides investment advice. The company is based in Carlsbad, CA. The company was founded in 2014 by Michael Sean Haig, Gregory James Carroll. Michael Sean Haig has been the CEO since 2014. | Finance |
| Smith Barney & Co., Inc. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
Wolff Wiese Magana LLC
Wolff Wiese Magana LLC Investment ManagersFinance Wolff Wiese Magana LLC (dba WWM Financial) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. Founded in 1983, the firm provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
