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Gregory R. Lai, CFA

Co-Investment Team Leader

Greg brings 30 years of experience working for a variety of firms handling a wide range of clients building a well-earned reputation for his pragmatic quantitative approach to investment.  He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed the key quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect of the firm’s commitment to flexibility, service, and performance.  Greg credits his experience as well as that of team members, who have worked through recent economic cycles of dynamic systemic change, as a primary benefit to clients today.

Greg’s industry experience includes lead portfolio manager and managing director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd. heading the U.S. Active Equity team, and quantitative specialist and a portfolio manager of co-managed portfolios at Pacific Investment Management Company (PIMCO).

Greg received a bachelor’s degree in Chemistry from UCLA and earned an MBA from the Paul Merage School of Business at the University of California, Irvine. He holds the Chartered Financial Analyst designation.

Greg is a rehabbing helicopter dad who enjoys fly fishing, tennis, and the quiet solitude of Kauai when not taking on wind mills…