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    Greg Bone

    Managing Director at RGT Wealth Advisors

    Greg Bone is a seasoned investment professional with over two decades of experience in portfolio management and investment research. He joined RGT Wealth Advisors in 2002 and served as a Managing Director until September 2023.1 During his tenure at RGT, he was a member of the Research and Investment Management Team.1

    Currently, Greg Bone is a Partner - Investments at Corient, a position he has held since August 2023.1 Corient is one of the largest integrated fee-only Registered Investment Advisors (RIAs) in the United States, focusing on wealth management and advisory services.1

    Greg's educational background includes:

    1. A Bachelor of Arts in Economics from Hendrix College in Conway, Arkansas1
    2. A Master's degree in Economics from Southern Methodist University in Dallas1

    He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Dallas-Fort Worth.1 Prior to his time at RGT Wealth Advisors, Greg worked as a portfolio manager at H.D. Vest Financial Services from February 1997 to July 2002.1

    Greg Bone's expertise spans various areas of financial services, including investment research, portfolio management, and economic analysis. He continues to apply his extensive experience in his current role at Corient, where he focuses on providing comprehensive wealth management services to clients.12

    Highlights

    Nov 12 · corient.com
    2024 Post-Election Economic Outlook | Corient Private Wealth
    Mar 25 · corient.com
    Investing in an Election Year | Corient Private Wealth
    Mar 15 · oldhymerians.com
    Returning to Hymers: Greg Bone | News - Old Hymerian
    Feb 17 · theorg.com
    Greg Bone - Director Of Business Development at Revenew - The Org
    Jan 1 · bonetactical.com
    Greg Tambone Bio – Bone Tactical LLC

    Related Questions

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    Greg Bone
    Greg Bone, photo 1
    Greg Bone, photo 2
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    Location

    Dallas, Texas, United States