Greg Wood
Compliance Officer at Concorde Financial Corp.
Greg Wood active positions
Companies | Position | Start | End |
---|---|---|---|
Concorde Financial Corp.
Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Compliance Officer | - | - |
Investment Committee Member | - | - | |
Portfolio Manager-Equities | - | - | |
Pattern Bioscience, Inc.
Pattern Bioscience, Inc. BiotechnologyHealth Technology Klaris Corp. engages in the development of in vitro diagnostics to predict clinical success for bacterial infections. The company was founded by Johnson Ross and Nicolas Arab in 2016 and is headquartered in Austin, TX. | Director/Board Member | - | - |
Career history of Greg Wood
Former positions of Greg Wood
Companies | Position | Start | End |
---|---|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - | - |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | - | - |
Training of Greg Wood
The University of Texas at Austin | Undergraduate Degree |
Southern Methodist University | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Health Technology | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Concorde Financial Corp.
Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
Pattern Bioscience, Inc.
Pattern Bioscience, Inc. BiotechnologyHealth Technology Klaris Corp. engages in the development of in vitro diagnostics to predict clinical success for bacterial infections. The company was founded by Johnson Ross and Nicolas Arab in 2016 and is headquartered in Austin, TX. | Health Technology |
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