Greg Carroll
Portfolio Manager-Equities at Wolff Wiese Magana LLC
Profile
Mr. Gregory J.
Carroll is a Portfolio Manager at Wolff Wiese Magana LLC.
He started his financial services career in 1995 with Smith Barney (now Morgan Stanley).
In 2008 Mr. Carroll co-founded Sterling Global Strategies, a firm that specialized in developing and implementing proprietary tactical investment models, designed to mitigate volatility and downside market exposure.
He was previously employed as a Principal by Smith Barney & Co., Inc., and a Principal by UBS AG (New York) where he specialized in risk management, retirement planning, and providing customized investment solutions.
He received his undergraduate degree in Bachelor of Science, Marketing and Finance from Arizona State University.
Greg Carroll active positions
| Companies | Position | Start |
|---|---|---|
Wolff Wiese Magana LLC
 Wolff Wiese Magana LLC Investment ManagersFinance Wolff Wiese Magana LLC (dba WWM Financial) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. Founded in 1983, the firm provides individuals and other types of clients with a wide array of investment advisory services. | Portfolio Manager-Equities | 30/06/2019 |
Former positions of Greg Carroll
| Companies | Position | End |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Sterling Global Strategies LLC
 Sterling Global Strategies LLC Investment ManagersFinance Part of Sterling Wealth Management Group, Inc., Sterling Global Strategies LLC is a company that provides investment advice. The company is based in Carlsbad, CA. The company was founded in 2014 by Michael Sean Haig, Gregory James Carroll. Michael Sean Haig has been the CEO since 2014. | Founder | - |
Training of Greg Carroll
| Arizona State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
| Smith Barney & Co., Inc. | Finance |
Wolff Wiese Magana LLC
Wolff Wiese Magana LLC Investment ManagersFinance Wolff Wiese Magana LLC (dba WWM Financial) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. Founded in 1983, the firm provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
Sterling Global Strategies LLC
Sterling Global Strategies LLC Investment ManagersFinance Part of Sterling Wealth Management Group, Inc., Sterling Global Strategies LLC is a company that provides investment advice. The company is based in Carlsbad, CA. The company was founded in 2014 by Michael Sean Haig, Gregory James Carroll. Michael Sean Haig has been the CEO since 2014. | Finance |
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