![John M. Gregory](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
Prior to joining Claremont in May 2009, Mr. Gregory was with Summit Financial Resources, Inc. for 19 years, an independent financial planning firm, where he worked exclusively with high net worth individuals.
He has wealth of experience in dealing with the various aspects of the investment management business, including proper due diligence, portfolio research and design.
He began his career as a financial analyst working in the Mergers and Acquisitions area of A.G.
Becker-Paribas.
Mr. Gregory received his Bachelor of Arts Degree from the University of Vermont in 1981, majoring in economics.
He a holder of the prestigious Certified Financial Planner designation.
Anciens postes connus de John M. Gregory
| Sociétés | Poste | Fin |
|---|---|---|
Claremont Investment Partners LLC
 Claremont Investment Partners LLC Investment ManagersFinance Clairmont Investment Partners is a large-cap growth manager. They manage private accounts using a proprietary investment model. Their Industry Leaders Portfolio Strategy (ILPS) creates portfolios of 65 to 85 large-cap, blue chip companies from 45 to 60 industries. They invest in companies with superior credit quality. These companies are leaders in their field with substantial capitalization, established histories of earnings and dividends, ample liquidity and easy access to credit. The ILPS values portfolio performance above individual stock selection. The process employs a proprietary allocation principle that helps capture mean reversion of performing and non-performing investments. It seeks to preserve capital in down months and maintain market performance during up months. The ILPS is reallocated monthly and often sells off stocks that have performed well while buying weaker performers to strike a prescribed balance in any given month. | Fondateur | - |
Formation de John M. Gregory
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Claremont Investment Partners LLC
Claremont Investment Partners LLC Investment ManagersFinance Clairmont Investment Partners is a large-cap growth manager. They manage private accounts using a proprietary investment model. Their Industry Leaders Portfolio Strategy (ILPS) creates portfolios of 65 to 85 large-cap, blue chip companies from 45 to 60 industries. They invest in companies with superior credit quality. These companies are leaders in their field with substantial capitalization, established histories of earnings and dividends, ample liquidity and easy access to credit. The ILPS values portfolio performance above individual stock selection. The process employs a proprietary allocation principle that helps capture mean reversion of performing and non-performing investments. It seeks to preserve capital in down months and maintain market performance during up months. The ILPS is reallocated monthly and often sells off stocks that have performed well while buying weaker performers to strike a prescribed balance in any given month. | Finance |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
