Profiel
Mr. Gregory X.
Falcon, CFA MBA, is Portfolio Manager & Research Analyst at Kalmar Investments, Inc. He has over 19 years of experience in investment research and portfolio management.
He joined Kalmar in October 2006 as a member of the investment team.
Mr. Falcon worked as a senior underwriter for the Chubb & Son Insurance Company.
He began his research career covering the retail and financial service sectors with Waddell & Reed Asset Management.
He then joined Ashford Capital Management where for eight years as Vice President and member of the investment committee, he discovered and managed original small cap growth research ideas across a broad range of industries.
He received his BA in Economics with minor in Spanish from the University of Virginia and his MBA in Finance from Duke University-Fuqua School of Business.
Eerdere bekende functies van Gregory Xavier Falcon
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Kalmar Investments, Inc.
Kalmar Investments, Inc. Investment ManagersFinance Founded in 1982, Kalmar Investments, Inc. is a registered investment advisor located in Wilmington, Delaware, The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, banking or thrift institutions, charitable institutions, foundations, endowments, municipalities, trust programs, and other U.S. institutions. Their affiliate, with Kalmar Investment Advisers, provides portfolio management services solely to registered investment companies. | Analyst-Equity | 30-06-2017 |
Ashford Capital Management, Inc.
Ashford Capital Management, Inc. Investment ManagersFinance Ashford Capital Management, Inc. (Ashford) is an independent, SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded by Theodore H. Ashford in 1979. Ashford offers investment management services to institutions and high net worth individuals that seek to discover small growth companies. The firm offers both separately managed accounts and limited partnership investment opportunities. | Analyst-Equity | - |
Chubb & Son, Inc. | Corporate Officer/Principal | - |
Opleiding van Gregory Xavier Falcon
University of Virginia | Undergraduate Degree |
The Fuqua School of Business | Masters Business Admin |
Ervaring
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Ashford Capital Management, Inc.
Ashford Capital Management, Inc. Investment ManagersFinance Ashford Capital Management, Inc. (Ashford) is an independent, SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded by Theodore H. Ashford in 1979. Ashford offers investment management services to institutions and high net worth individuals that seek to discover small growth companies. The firm offers both separately managed accounts and limited partnership investment opportunities. | Finance |
Kalmar Investments, Inc.
Kalmar Investments, Inc. Investment ManagersFinance Founded in 1982, Kalmar Investments, Inc. is a registered investment advisor located in Wilmington, Delaware, The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, banking or thrift institutions, charitable institutions, foundations, endowments, municipalities, trust programs, and other U.S. institutions. Their affiliate, with Kalmar Investment Advisers, provides portfolio management services solely to registered investment companies. | Finance |
Chubb & Son, Inc. |