![Aaron D. Grey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Grey attended the University of Colorado at Boulder where he earned his Bachelors of Science in Chemical Engineering.
After graduation, he spent three years working as an engineer in the field of computer-based measurement and automation for National Instruments Corp in Austin, TX and San Diego, CA. In 2003, he returned home to Colorado to join Denver Money Manager.
Mr. Grey is a member of the Fiserv Trust Company Alpha Advisory Board consulting on the development of technology for Denver’s largest trust company.
Additionally, he serves on the advisory council for Orion Advisor Services, an industry leading portfolio management system and back office support provider.
In late 2004, Mr Grey was promoted to his current position.
Anciens postes connus de Aaron D. Grey
| Sociétés | Poste | Fin |
|---|---|---|
| NATIONAL INSTRUMENTS CORPORATION | Corporate Officer/Principal | - |
Denver Money Manager LLC
 Denver Money Manager LLC Investment ManagersFinance Denver Money Manager (DMM) strives to broadly diversify a client's assets across the major global investment markets. The firm looks for attractive investment returns wherever they can be found, provided that they can invest in those markets at a low cost and with controlled risk. DMM primarily uses asset class and institutional investment vehicles to represent the major global investment markets. They design customized portfolios for each client based the client's specific investment objectives. The firm's investment approach is based on Modern Portfolio Theory and asset allocation. They focus on diversifying investments across multiple asset classes, seeking returns through asset allocation, security selection and timing. DMM uses ultra-low cost index funds or passively-managed asset class funds. The firm tracks several hundred passively-managed funds and evaluates the appropriateness of each fund in terms of how it represents a market and how it is constructed. Portfolios are constructed by combining low-cost, globally diversified, tax-efficient, passively-managed structured asset classes. DMM seeks to minimize the impact of taxes, taking into consideration the differences between the types of accounts that a client may hold which include taxable, tax-deferred retirement vehicles, tax advantaged charitable trusts, grantor trusts, generation skipping trusts and foundations. We pay particular attention to managing risk in portfolios. Two primary measures that we review are volatility and downside risk. We measure these for individual asset classes and for the overall diversified portfolio. Decisions to add new asset classes are based on how they impact the overall portfolios expected return, volatility and downside risk. | Directeur des opérations | - |
Formation de Aaron D. Grey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
National Instruments Corp.
 National Instruments Corp. Packaged SoftwareTechnology Services Develops software and hardware to turn data into insights for taking business decisions & sells online | Technology Services |
Denver Money Manager LLC
Denver Money Manager LLC Investment ManagersFinance Denver Money Manager (DMM) strives to broadly diversify a client's assets across the major global investment markets. The firm looks for attractive investment returns wherever they can be found, provided that they can invest in those markets at a low cost and with controlled risk. DMM primarily uses asset class and institutional investment vehicles to represent the major global investment markets. They design customized portfolios for each client based the client's specific investment objectives. The firm's investment approach is based on Modern Portfolio Theory and asset allocation. They focus on diversifying investments across multiple asset classes, seeking returns through asset allocation, security selection and timing. DMM uses ultra-low cost index funds or passively-managed asset class funds. The firm tracks several hundred passively-managed funds and evaluates the appropriateness of each fund in terms of how it represents a market and how it is constructed. Portfolios are constructed by combining low-cost, globally diversified, tax-efficient, passively-managed structured asset classes. DMM seeks to minimize the impact of taxes, taking into consideration the differences between the types of accounts that a client may hold which include taxable, tax-deferred retirement vehicles, tax advantaged charitable trusts, grantor trusts, generation skipping trusts and foundations. We pay particular attention to managing risk in portfolios. Two primary measures that we review are volatility and downside risk. We measure these for individual asset classes and for the overall diversified portfolio. Decisions to add new asset classes are based on how they impact the overall portfolios expected return, volatility and downside risk. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
