Gregory M. Toppe
Portefeuillebeheerder-Aandelen bij TriVant Custom Portfolio Group LLC
Profiel
Mr. Gregory M.
Toppe, CFA MBA, is a Portfolio Manager at TriVant Custom Portfolio Group LLC.
He has more than two decades of experience in investment management and business finance.
He takes a lead role in all aspects of portfolio strategy decisions at TriVant.
His career began as a Research Associate at Milwaukee-based Baird Investment Management.
He subsequently moved out west to the Bay Area to join Fisher Investments.
Initially starting as an Investment Counselor, he progressed to Research Analyst and was eventually promoted to Senior Vice President (Portfolio Specialist, Institutional Group).
Then he worked at San Francisco-based Mt.
Eden Investment Advisors as a Portfolio Manager.
He subsequently moved to Los Angeles and was a Portfolio Manager for seven years at Kayne Anderson Rudnick, a very large investment firm.
He also has extensive experience in mergers and acquisitions, specifically in the niche market of veterinary clinics.
Mr.- Toppe is graduated from Marquette University (Bachelor of Arts, History) and University of Wisconsin (Bachelor of Business Administration, Finance and Master of Business Administration, Applied Security Analysis Program).
He holds the Chartered Financial Analyst (CFA) designation.
Actieve functies van Gregory M. Toppe
Bedrijven | Functie | Begin |
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TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Portefeuillebeheerder-Aandelen | 01-05-2022 |
Eerdere bekende functies van Gregory M. Toppe
Bedrijven | Functie | Einde |
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Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Analyst-Equity | - |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Analyst-Equity | - |
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Analyst-Equity | - |
Opleiding van Gregory M. Toppe
Marquette University | Undergraduate Degree |
University of Wisconsin | Masters Business Admin |
University of Wisconsin-Milwaukee | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 4 |
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Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Finance |
Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Finance |