Greg Bone is a seasoned financial professional with extensive experience in investment research and portfolio management. Currently, Greg serves as a Partner in Investments at Corient, one of the largest integrated fee-only registered investment advisers in the United States, since August 2023. Prior to this role, Greg was the Managing Director at RGT Wealth Advisors for over seventeen years, where a wealth of expertise was developed in the investment sector. Earlier career positions include Portfolio Manager at H.D. Vest Financial Services, responsible for due diligence and managing fee-based accounts, and Associate at Disraeli and Associates, focusing on research and operations. Greg holds a Master of Arts in Economics from Southern Methodist University and a Bachelor of Arts in Economics from Hendrix College.
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