Victoria Greene, CFACIO and Co-founder at G Squared Private WealthSpeaker
Profile
Victoria Greene, CFA is CIO and co-founder of two premier wealth firms, providing guidance and portfolio construction to multiple advisors and clients. Since founding G Squared in 2019 alongside business partner George Georgiades, Victoria is the lead portfolio manager on four proprietary long-only equity strategies available exclusively to their clients. She is in charge of macro view point, sector allocation, and stock selection on these 4 strategies as well as consulting on asset allocation and portfolio construction for individual clients. Additionally, she leads analytics on any external funds, SMAs or ETFs that her team may utilize. She began her career in finance at Merrill Lynch in 2008, where she immediately found a love of analytics and data, with her favorite matric being cash flow as cash flow never lies. She runs 4 proprietary equity strategies including Dividend, core, growth, and MLPs for G Squared clients.
With expertise spanning market research, economic and financial analysis, and portfolio construction, Victoria is responsible for the design, implementation, and oversight of highly customized client portfolios. Her approach combines a top down macro viewpoint, fundamental bottom-up stock analysis, and technical analysis to build high conviction-driven investment strategies for families, individuals, and business owners.
A graduate of Texas A&M University’s Mays Business School and a CFA charterholder, Victoria is also a graduate of Culver Academies bringing both academic rigor and practical experience to her leadership roles. Outside of work, she lives in College Station, Texas, with her dogs, supports local charities including the Brazos Valley Food Bank and Aggieland Humane Society, and enjoys hiking, fishing, and following Texas A&M football.