Jamie Gresik Cfa Caia
Thoughtful investment professional with significant experience in integrating, improving, and growing investment programs. Shortly after joining Great Western... | Denver, Colorado, United States
*50 free lookup(s) per month.
No credit card required.
Jamie Gresik Cfa Caia’s Emails ja****@gr****.com
Jamie Gresik Cfa Caia’s Phone Numbers No phone number available.
Social Media
Jamie Gresik Cfa Caia’s Location Denver, Colorado, United States
Jamie Gresik Cfa Caia’s Expertise Thoughtful investment professional with significant experience in integrating, improving, and growing investment programs. Shortly after joining Great Western Bank, we were acquired by First Interstate Bank. Shortly thereafter the investment team largely turned over, leaving me the responsibility for advocating for and integrating our program with our new colleagues as combined our teams. I am also a voting member of our Investment Committee overseeing several billion dollars in discretionary assets across both public and private asset classes. I am currently driving manager diligence and fund selection processes in both public and private markets while continually building on our individual security selection process. I am lead on private markets strategy, including interval fund strategy and evergreen funds where we run an in-house fund of funds. In addition to security selection, I am also part of the asset allocation decisions across our multi-asset portfolios as well as our US Large Cap strategy. I also cover a national footprint, supporting key relationships and advocating for our wealth management group alongside our many talented wealth advisors and their clients.
Jamie Gresik Cfa Caia’s Current Industry First Interstate
Jamie
Gresik Cfa Caia’s Prior Industry
Wells Fargo
|
Wells Fargo Advisors
|
Mercer
|
Echo45 Advisors
|
First Interstate
Not the Jamie Gresik Cfa Caia you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience
First Interstate
Vice President, Portfolio Manager
Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
First Interstate
Portfolio Manager
Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Echo45 Advisors
Investment Officer
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Mercer
Associate
Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo Advisors
Financial Advisor
Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo
Regional Private Banker
Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Jamie Gresik Cfa Caia Email Addresses
FAQ About Jamie Gresik Cfa Caia
-
Jamie Gresik Cfa Caia is located at
Denver, Colorado, United States -
Jamie Gresik Cfa Caia is a
Thoughtful investment professional with significant experience in integrating, improving, and growing investment programs. Shortly after joining Great Western Bank, we were acquired by First Interstate Bank. Shortly thereafter the investment team largely turned over, leaving me the responsibility for advocating for and integrating our program with our new colleagues as combined our teams. I am also a voting member of our Investment Committee overseeing several billion dollars in discretionary assets across both public and private asset classes. I am currently driving manager diligence and fund selection processes in both public and private markets while continually building on our individual security selection process. I am lead on private markets strategy, including interval fund strategy and evergreen funds where we run an in-house fund of funds. In addition to security selection, I am also part of the asset allocation decisions across our multi-asset portfolios as well as our US Large Cap strategy. I also cover a national footprint, supporting key relationships and advocating for our wealth management group alongside our many talented wealth advisors and their clients. First Interstate -
Jamie Gresik Cfa Caia currently works in the
First Interstate -
Jamie Gresik Cfa Caia specializes in
Thoughtful investment professional with significant experience in integrating, improving, and growing investment programs. Shortly after joining Great Western Bank, we were acquired by First Interstate Bank. Shortly thereafter the investment team largely turned over, leaving me the responsibility for advocating for and integrating our program with our new colleagues as combined our teams. I am also a voting member of our Investment Committee overseeing several billion dollars in discretionary assets across both public and private asset classes. I am currently driving manager diligence and fund selection processes in both public and private markets while continually building on our individual security selection process. I am lead on private markets strategy, including interval fund strategy and evergreen funds where we run an in-house fund of funds. In addition to security selection, I am also part of the asset allocation decisions across our multi-asset portfolios as well as our US Large Cap strategy. I also cover a national footprint, supporting key relationships and advocating for our wealth management group alongside our many talented wealth advisors and their clients. -
Jamie Gresik Cfa Caia speaks the following languages:
No languages available. -
Jamie Gresik Cfa Caia has prior experience in the following industries:
First Interstate , Echo45 Advisors , Mercer , Wells Fargo Advisors , Wells Fargo -
Jamie Gresik Cfa Caia has the following professional experience:
First Interstate , First Interstate , Echo45 Advisors , Mercer , Wells Fargo Advisors , Wells Fargo . -
You can view Jamie Gresik Cfa Caia’s
LinkedIn profile at LinkedIn URL. -
Jamie Gresik Cfa Caia’s work email addresses are
[email protected] . -
Jamie Gresik Cfa Caia works at
First Interstate
People you may be interested in
- Gaston Garrido
- Mohini Bhagat
- George Blanchette
- Breanna Killibrew
- Bette-Ann Gwathmey
- Roger Smith
- Dennis Zhan
Propietario, GGAT International Consulting Corporation
Assistant Manager
Driver at Gallant Trucking
Dental Hygienist
VP at Polo Ralph Lauren
Author
Trader at Virtu Financial