Profil
Mr. Gregg A. Giboney is Founder, President & Portfolio Manager at Timberline Investment Management LLC.
He brings over 28 years of deep experience.
Prior to founding Timberline in 2005, Mr. Giboney was employed by First Interstate/Wells Capital Management for 20 years and successfully served in positions that included fixed income trading, equity analyst, portfolio manager for personal and trust accounts, and institutional portfolio manager for value oriented portfolios and funds.
At a private firm, Mr. Giboney successfully served clients and led numerous investment functions that included fixed income management, asset allocation strategies, and development of a very successful dividend stock strategy.
Mr. Giboney received his Bachelor of Arts degree in both Finance and Accounting from Washington State University and an MBA from the University of Portland.
He holds the Chartered Financial Analyst designation.
Postes actifs de Gregg Alan Giboney
| Sociétés | Poste | Début |
|---|---|---|
Timberline Investment Management LLC
Timberline Investment Management LLC Investment ManagersFinance Timberline’s Dividend & Growth Equity Strategy (D&G) is a diversified stock portfolio that seeks multiple objectives: solid long-term total returns, contributions from a rich dividend stream, and greater consistency in returns than the overall equity market. The strategy seeks the historical qualities of performance strength and return stability of dividend stocks (relative to the S&P 500) while adding value with depth of experience and a disciplined investment process. | Directeur Général | 01/01/2005 |
Anciens postes connus de Gregg Alan Giboney
| Sociétés | Poste | Fin |
|---|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Analyst-Equity | 01/05/2006 |
Western Pacific Investment Advisers, Inc.
Western Pacific Investment Advisers, Inc. Investment ManagersFinance Once a client's investment goals and objectives have been established for the portfolio, WP coordinates the investment management process. This involves establishing the proper asset allocation, recommending appropriate investments, preparing guidelines for investment management, selecting sub-advisers and overseeing the total costs of investment process. WP also communicates with the client's other advisors (accountants, attorneys and other investment professionals) to ensure that the client's personal matters are organized and coordinated. The firm monitors the performance of relevant areas of the client's investment picture, and reviews this information with the client at regular intervals. The firm specializes in the investment of a limited number of superior growth companies in each client's portfolio. They utilize proprietary in-house research to obtain economic, industry and company research reports from independent analysts and economists, as well as industry publications, street research and financial publications. WP conducts weekly research meetings. Their analysts and portfolio managers research companies for their investment potential. Those companies that meet the firm's stringent wealth-creating characteristics are included in their universe of premier growth companies. They buy a company when it possesses specific wealth-creating characteristics. Additionally, the business must be valued at a reasonable price relative to the expected earnings growth. A stock may be sold if the fundamental wealth-creating characteristics have changed or if the price exceeds the fair business value of the enterprise. | Analyst-Equity | 01/09/2005 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Corporate Officer/Principal | 01/07/2003 |
First Interstate Bank of Oregon, NA
First Interstate Bank of Oregon, NA Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | 01/10/1993 |
Formation de Gregg Alan Giboney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Western Pacific Investment Advisers, Inc.
Western Pacific Investment Advisers, Inc. Investment ManagersFinance Once a client's investment goals and objectives have been established for the portfolio, WP coordinates the investment management process. This involves establishing the proper asset allocation, recommending appropriate investments, preparing guidelines for investment management, selecting sub-advisers and overseeing the total costs of investment process. WP also communicates with the client's other advisors (accountants, attorneys and other investment professionals) to ensure that the client's personal matters are organized and coordinated. The firm monitors the performance of relevant areas of the client's investment picture, and reviews this information with the client at regular intervals. The firm specializes in the investment of a limited number of superior growth companies in each client's portfolio. They utilize proprietary in-house research to obtain economic, industry and company research reports from independent analysts and economists, as well as industry publications, street research and financial publications. WP conducts weekly research meetings. Their analysts and portfolio managers research companies for their investment potential. Those companies that meet the firm's stringent wealth-creating characteristics are included in their universe of premier growth companies. They buy a company when it possesses specific wealth-creating characteristics. Additionally, the business must be valued at a reasonable price relative to the expected earnings growth. A stock may be sold if the fundamental wealth-creating characteristics have changed or if the price exceeds the fair business value of the enterprise. | Finance |
University of Portland
University of Portland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington State University
Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Interstate Bank of Oregon, NA
First Interstate Bank of Oregon, NA Major BanksFinance Nationally chartered commercial bank | Finance |
Timberline Investment Management LLC
Timberline Investment Management LLC Investment ManagersFinance Timberline’s Dividend & Growth Equity Strategy (D&G) is a diversified stock portfolio that seeks multiple objectives: solid long-term total returns, contributions from a rich dividend stream, and greater consistency in returns than the overall equity market. The strategy seeks the historical qualities of performance strength and return stability of dividend stocks (relative to the S&P 500) while adding value with depth of experience and a disciplined investment process. | Finance |
















