Gregory R. Lai, CFA
Principal, CEO, Lead Portfolio Manager
Greg is a Principal and Lead Portfolio Manager for Affinity Investment Advisors, LLC. He works to maximize the investment team’s decades of experience to the benefit of all clients, having developed Affinity’s quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect in Affinity’s commitment to performance and service.
Greg’s founding role with Affinity spans its history since launching in 1992. The firm was acquired in 2007 by Morgan Stanley Investment Management. The team joined Invesco in June 2010 when Invesco purchased Morgan Stanley and Van Kampen’s asset management business. Greg and the team chose to re-enter the market at the end of 2010 as an independent firm to capitalize on the increasing investor interest in boutique management firms.
Greg brings 30 years of experience working for a variety of firms, handling a wide range of clients, and building a well-earned reputation for his pragmatic quantitative approach to investments. Greg credits his experience as well as that of his other team members, who have worked through recent and past economic cycles, as a primary benefit to clients today.
Greg’s industry experience includes Senior Portfolio Manager and Managing Director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd. leading the U.S. Active Equity team, and Quantitative Specialist and co-portfolio manager of co-managed portfolios at Pacific Investment Management Company (PIMCO).
Greg earned his M.B.A. from the Paul Merage School at the University of California, Irvine and a B.S. in Chemistry from UCLA. 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…