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Victoria will share practical tips on macro analysis, stock selection, and how to put it all together to build and manage a high-quality portfolio. What you buy, as well as what you decide NOT to buy, makes all the difference. Know when to hold em’ and when to fold ‘em, don’t let mistakes compound. In a world awash in data, understanding how to filter through and what to focus on is crucial for long-term success.
Victoria Greene is a founding partner of G Squared Private Wealth. She 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, she 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. Ms. Greene's expertise enables the team to deliver highly customized strategies for ultra-high-net-worth individuals, families, and business owners, and she runs four proprietary equity strategies as well as model portfolios and asset allocation viewpoints for her team and clients.
A graduate of the Mays Business School at Texas A&M University, Ms. Greene is also a CFA charterholder (Chartered Financial Analyst). This prestigious designation is earned and maintained through a highly selective process of study, experience, and ethical standards. She is an active member of her local community, having served on the Board of the Aggieland Humane Society and volunteering with the Women’s Resource of Houston, an organization that promotes financial literacy for low-income women. She also sits on the Advisory Board for the Master’s in Finance program at May’s Business School and is a Legion Board member for the Culver Academies. She is a member of the Houston Polo Club and enjoys polo and horseback riding. Additionally, Ms. Greene is also a founder of 6 Degrees Wealth, a startup by Advisors, for Advisors.
