Profile
Mr. Yates joined McMorgan in 2003 and has 7 years experience in equity and fixed income trading.
He is responsible for assisting with trading desk activities as well as the management of the portfolios.
Mr. Yates most recently worked with Banc America Securities in a market-making capacity, executing institutional transactions.
Greg earned a BA from the University of Arizona and holds the NASD Series 7, 55, & 63.
Former positions of Gregory N. Yates
| Companies | Position | End |
|---|---|---|
McMorgan & Co. LLC
 McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Portfolio Manager-Equities | 30/12/2005 |
Training of Gregory N. Yates
| University of Arizona | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Finance |
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