Victoria Greene, CFA

CIO and Co-founder at G Squared Private Wealth

Speaker

A Founding Partner of G Squared Private Wealth, Victoria Greene is in charge of designing and managing the team’s more than $1.8B in combined assets. With in-depth expertise in market research, economic and financial analysis, and portfolio construction, Victoria is primarily responsible for the design, implementation, and monitoring of client portfolios. This includes extensive analytics and research, as well as a thorough due diligence process for manager selection and oversight. Her expertise enables the team to deliver highly customized strategies for ultra-high-net-worth individuals, families and business owners. She runs 4 proprietary equity strategies as well as model portfolio and asset allocation viewpoints for her team and clients. A graduate of the Mays Business School at Texas A&M University, Victoria is also a CFA charterholder (Chartered Financial Analyst).