Greg Spick
Atlanta Metropolitan Area,United States
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Greg Spick, CFA, is a highly experienced investment professional serving as Managing Director and Head of Investment Strategy & Portfolio Management at Clearstead. With over two decades in the financial industry, he possesses deep expertise in developing and implementing sophisticated investment strategies, asset allocation, risk management, and portfolio construction for a diverse range of clients, including institutions and high-net-worth individuals. Greg is responsible for leading Clearstead's investment committee, shaping the firm's market outlook, and guiding the portfolio management team. His career includes significant prior roles such as Chief Investment Strategist at KeyBank and Portfolio Manager at Victory Capital Management, demonstrating a consistent track record of leadership and strategic financial insight. He holds the prestigious Chartered Financial Analyst (CFA) designation, a testament to his commitment to the highest standards of ethics and professional excellence in the investment management industry.
Professional Summary
Greg Spick's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential for investment management professionals signifying expertise in investment analysis, portfolio management, and ethical practices.
Head of Investment Strategy & Portfolio Management, Clearstead
Leads the investment strategy and portfolio management functions at Clearstead, overseeing asset allocation, investment research, and the implementation of investment policies for the firm's clients.
Former Chief Investment Strategist, KeyBank
Served as Chief Investment Strategist at KeyBank, where he was responsible for developing and communicating the bank's investment outlook, asset allocation strategies, and market insights to clients and internal stakeholders.
Extensive Multi-Asset Class Expertise
Developed and managed investment portfolios across various asset classes, including equities, fixed income, and alternative investments, throughout his career at prominent financial institutions.
Educational Background
MBA, MBA
University of Georgia - Terry College of Business - Year 2008
Bachelor of Arts (BA), Finance
University of Northern Iowa
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Company Overview
Cox EnterprisesCox Enterprises is a leading communications, media, and automotive services company. Headquartered in Atlanta, Georgia, this privately-held, family-owned corporation founded in 1898 operates major divisions like Cox Communications (cable television distribution, high-speed Internet access, telephone, and home security and automation services) and Cox Automotive (vehicle auctions, digital marketing, software solutions for dealers and consumers). Cox Enterprises is also expanding into cleantech and healthcare, underscoring its commitment to innovation and building a better future for the next generation.
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