Gregory Skidmore
Gregory Skidmore
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Gregory Skidmore
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ABOUT
Greg Skidmore is the Founder, President, and Chief Investment Officer of Belpointe Asset Management. In 1997, Greg began training for the Olympics in sailing. He ultimately became the top ranked American in the world in the Finn Class and a member of the US Sailing Team.
After his Olympic endeavors, Greg joined his father at Advest, Inc (regional brokerage firm) in New York City. He spent time there in Equity Research and Institutional Sales, developing a foundation for analyzing investments.
Following his career at Advest, he joined Smith Barney as a Financial Advisor in their Private Client division. He quickly moved up the ranks, joining one of the premier private wealth management teams within ...More Citigroup, the parent company of Smith Barney.
Greg graduated from Connecticut College in 1999 with a BA in Economics and History. He recently completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program of 2007. He has passed the series 7, 63 and 65 securities exams.
After his Olympic endeavors, Greg joined his father at Advest, Inc (regional brokerage firm) in New York City. He spent time there in Equity Research and Institutional Sales, developing a foundation for analyzing investments.
Following his career at Advest, he joined Smith Barney as a Financial Advisor in their Private Client division. He quickly moved up the ranks, joining one of the premier private wealth management teams within ...More Citigroup, the parent company of Smith Barney.
Greg graduated from Connecticut College in 1999 with a BA in Economics and History. He recently completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program of 2007. He has passed the series 7, 63 and 65 securities exams.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Infrequent
- Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, REITs, Retirement savings, Stocks - long
COMPANY
Belpointe Asset Management Belpointe Asset Management was started by a group of families, and we will treat you like family, investing side by side while being committed to managing your wealth. We are a registered investment adviser providing investment management, wealth management and financial planning services.
To achieve our ...More
core principal of bringing the highest level of investing to individuals, we believe in the application of institutional investment methods to help our clients meet their investment goals. Whether we are managing an broadly diversified investment strategy meant to meet their retirement needs or niche strategy, our goal is to offer investment solutions that allow individual to invest like institutions.
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Belpointe Commentary
Discussion and commentary on wealth management strategies commonly used by sophisticated institutions and individuals.
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@Jeff_Tomasulo on CNBC battle over the pullback in AAPL and his case for it's next move. http://www.ow.ly/i95zo
Feb 28, 2013
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