Profil
Mr. Gregory J.
Dienna, CFA, is Wealth Manager at Manchester Capital Management LLC.
He provides integrated investment, wealth transfer, credit, and philanthropic advice to large, complex families.
He has over 20 years of experience in the wealth management industry.
Prior to joining Manchester in June 2012, Mr. Dienna was employed as a Principal by Scott Equipment, Inc., a Senior Vice President by US Trust, Bank of America Private Wealth Management, a Vice President & Relationship Manager by Wachovia Securities LLC, and a Vice President & Investment Specialist by JPMorgan & Co., Inc. He is active with the CFA Institute and the New York Society of Security Analysts, serving as a mentor for the annual CFA Institute Research Challenge and teaching a program in ethics to undergraduate and post-graduate students in the New York City area and internationally.
He received his BS in Business with a double concentration in Finance and Marketing from the Lerner College of Business and Economics at the University of Delaware and he earned the Chartered Financial Analyst designation in 2006.
Tidigare kända positioner av Greg Dienna
| Företag | Position | Slut |
|---|---|---|
Scott Equipment LLC
Scott Equipment LLC Industrial MachineryProducer Manufacturing Designs and supplies commercial & industrial laundry equipment | Företagsledare/Principal | - |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Företagsledare/Principal | 2008-04-01 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | 2007-04-01 |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Företagsledare/Principal | - |
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance MCM attempts to identify an appropriate allocation between equities, fixed income, alternatives, real assets and cash suitable to the client’s investment goals and risk tolerance. | Portföljförvaltare-Aktier | - |
Greg Diennas utbildningar
Erfarenheter
Innehade positioner
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Inaktiva
Börsnoterade företag
Privata företag
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Första gradens relationer
Företag kopplade till första graden
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Kvinna
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Kopplade företag
| Privata företag | 6 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance MCM attempts to identify an appropriate allocation between equities, fixed income, alternatives, real assets and cash suitable to the client’s investment goals and risk tolerance. | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
University of Delaware
University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
Scott Equipment LLC
Scott Equipment LLC Industrial MachineryProducer Manufacturing Designs and supplies commercial & industrial laundry equipment | Producer Manufacturing |
















