Gregory Horne, CFA®

Greg graduated in 2009 from Stony Brook University, with a B.A, in Economics. He achieved Summa Cum Laude, and earned departmental honors.

He is a practitioner of the Modern Portfolio Theory, focusing on constructing well-diversified portfolios with roots in the Capital Asset Pricing Model, specifically, factor based models, such as the Famma-French three-factor model.

Greg specializes in optimizing portfolio expected returns based on specific risk tolerance profiles. His areas of expertise include: portfolio management, large capitalization technology stock analysis, Smart Beta ETFs, Total Return ETFs, as well as Quantitative Hedge Funds.

Greg provides important services to 401(k) clients and is involved in all facets of plan analysis, installation and management. This includes plan sponsor strategy development, all-in expenses analysis, fiduciary risk analysis and advice, investment line-up creation and maintenance, and providing employee education meetings, as well as one-on-one and family retirement, investment and portfolio advice.