Profiel
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.
Eerdere bekende functies van Greg Dienna
| Bedrijven | Functie | Einde |
|---|---|---|
Scott Equipment LLC
 Scott Equipment LLC Industrial MachineryProducer Manufacturing Scott Equipment, Inc. designs and supplies commercial and industrial laundry equipment. Its products include commercial washers, dryers, scales, front load washers, baskets, folding tables, garbage cans and folding tables. The company was founded in 1967 and is headquartered in Houston, TX. | Corporate Officer/Principal | - |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Corporate Officer/Principal | 01-04-2008 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 01-04-2007 |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Manchester Capital Management LLC
 Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Portfolio Manager-Equities | - |
Opleiding van Greg Dienna
| University of Delaware | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
Scott Equipment LLC
Scott Equipment LLC Industrial MachineryProducer Manufacturing Scott Equipment, Inc. designs and supplies commercial and industrial laundry equipment. Its products include commercial washers, dryers, scales, front load washers, baskets, folding tables, garbage cans and folding tables. The company was founded in 1967 and is headquartered in Houston, TX. | Producer Manufacturing |
