Gregory Soeder

Gregory Soeder

About Gregory Soeder

Gregory Soeder Title and Position

Gregory Soeder holds the position of Partner and Head of Portfolio Strategy. In this role, he is responsible for developing and overseeing strategies related to investment portfolios. His leadership in portfolio strategy ensures that client portfolios are managed efficiently and effectively.

Gregory Soeder CFA Designation

Gregory Soeder is a Chartered Financial Analyst (CFA) charterholder. The CFA designation is a globally recognized certification in the field of finance and investment management. It signifies a high level of expertise in investment analysis, portfolio management, and ethical and professional standards.

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