Greg Elkins, CFA

Experience

• 

  Cambridge Associates

  Jun 2008 - Jul 2012

  Senior Investment Performance Analyst & Team Leader

  Supervised, delegated, and oversaw daily activities and professional development, including completion of formal biannual performance evaluations, of team of 9 professionals and assistants engaged in investment performance analysis and reporting while ensuring team’s timely and accurate delivery of over 125 monthly and quarterly client reports

• 

  Brown Advisory

  Jul 2012 - Jan 2016

  Advised on and helped manage private client and balanced institutional investment assets with allocations across asset classes including fixed income, global equity, long/short equity, private equity, private real estate, private credit, private energy, and venture capital Supported the office’s 2 Portfolio Managers by researching, developing, and executing investment strategies and created client-specific materials, analyses, and memos that address capital market events and educate clients on developments in their portfolios

  • Associate Portfolio Manager

    Jan 2015 - Jan 2016

  • Portfolio Analyst

    Jul 2012 - Dec 2014
• 

  Health Care Service Corporation

  Feb 2016 - May 2019

  Advised on and helped manage institutional investment assets for health insurance company; scope consists of corporation's balance sheet assets, life insurance subsidiary's assets, and company’s Defined Benefit and Defined Contribution plan assets

  • Senior Investment Manager

    Aug 2018 - May 2019

  • Financial & Investment Consultant

    Feb 2016 - Aug 2018
• 

  Wisconsin Foundation and Alumni Association

  May 2019 - now

  Director of Investments

  Member of investment team responsible for managing $4 billion endowment portfolio