Greg Balewicz

Greg Balewicz

Followers of Greg Balewicz2000 followers
location of Greg BalewiczBoston, Massachusetts, United States

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  • Timeline

  • About me

    Senior Managing Director, Global Distribution at PPM America, Inc.

  • Education

    • Framingham State University

      1990 - 1994
      Bachelor of Arts
    • Boston College High School

      1986 - 1990
  • Experience

    • Putnam Investments

      Jul 1996 - Jul 1998
      • Trading Administrator

        Apr 1997 - Jul 1998
      • Retirement Plan Specialist

        Jul 1996 - Apr 1997
    • State Street

      Jul 1998 - Feb 2000
      Advisor Representative
    • State Street Global Advisors

      Feb 2000 - Mar 2017

      Traditional asset classes, Multi-asset class solutions, Alternatives through State Street Global Alliance - Private Equity, Hedge Funds, Public and Private Real Estate

      • Vice President, Institutional Client Group

        Jul 2007 - Mar 2017
      • Senior Relationship Manager, Private Wealth Management

        Aug 2005 - Jul 2007
      • Relationship Manager, Institutional Relationship Management

        Sept 2003 - Aug 2005
      • Client Reporting Associate

        Mar 2001 - Sept 2003
      • New Business Installation Associate, Operations

        Feb 2000 - Mar 2001
    • Lord, Abbett & Co. LLC

      Apr 2017 - Nov 2023
      Director, U.S. Institutional at Lord Abbett & Co. LLC

      Active U.S. and Non-U.S. Equity, Active Credit - High Quality and Leveraged Credit, Global Multi-Sector Credit.

    • PPM America, Inc.

      Nov 2023 - now
      Senior Managing Director, Global Distribution

      Focused on the public fund and Taft-Hartley channels, building strategic relationships with plan sponsors and their advisors.

  • Licenses & Certifications

    • Series 63

      FINRA
    • Series 7

      FINRA
    • Series 3

      National Futures Association