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Greg H. Ghodsi active positions
Companies | Position | Start | End |
---|---|---|---|
360 Wealth Management Group
![]() 360 Wealth Management Group Investment ManagersFinance 360 Wealth Management Group (360 Wealth) is an investment advisory firm headquartered in Tampa, Florida. The firm was founded by Greg Ghodsi in 2007 and they are a subsidiary of Raymond James & Associates, Inc., which is owned by Raymond James Financial, Inc. (NYSE: RJF). 360 Wealth provides investment advice to individual and institutional clients. | Chief Investment Officer | 01/01/2007 | - |
Founder | 01/01/2007 | - | |
Portfolio Manager-Equities | 01/01/2007 | - |
Career history of Greg H. Ghodsi
Former positions of Greg H. Ghodsi
Companies | Position | Start | End |
---|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
![]() Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Portfolio Manager-Equities | 01/01/1996 | 31/12/2006 |
Portfolio Manager-Fixed Income | 01/01/1996 | 31/12/2006 |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Robert W. Baird & Co., Inc. (Equity)
![]() Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
360 Wealth Management Group
![]() 360 Wealth Management Group Investment ManagersFinance 360 Wealth Management Group (360 Wealth) is an investment advisory firm headquartered in Tampa, Florida. The firm was founded by Greg Ghodsi in 2007 and they are a subsidiary of Raymond James & Associates, Inc., which is owned by Raymond James Financial, Inc. (NYSE: RJF). 360 Wealth provides investment advice to individual and institutional clients. | Finance |
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