Greg Estes CFA

Senior investment role with responsibility for in-house equity research and selection for Core Equity and Yield Equity strategies as well as ongoing communications with existing clients. The multi-cap Core Equity strategy is the firm’s primary equity vehicle, comprising roughly half of its AUM. Primary person responsible for oversight and mentoring of the firm’s sole Equity Analyst. Although a generalist, my main areas of research include utilities, REITS, healthcare, and financials. Offer ongoing, holistic advice to existing and prospective clients. Developed a systematic Socially Responsible Investment process that covers screening, proxy voting, and corporate engagement for existing and prospective clients. In addition, I am responsible for the development of a passively managed, optimized 150 stock portfolio which delivers the characteristics and return of the S&P 500 Index while maintaining the SRI aspect for clients that prefer a passive approach to complement the firm’s existing active equity strategies. Currently working on a concurrent ESG process to complement existing offerings.