Profile

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.

Former positions of John M. Gregory

CompaniesPositionEnd
Founder -
See the detail of John M. Gregory's experience

Training of John M. Gregory

University of Vermont Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of John M. Gregory's experience

Connections

77

1st degree connections

2

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies1

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. John M. Gregory