Greg Sterzel

Greg Sterzel, CFA, CAIA, is a seasoned finance professional with extensive experience in investment management and client portfolio services. Currently serving as Vice President and Client Portfolio Manager at Federated Investors since January 2017, Greg is responsible for communicating investment strategies to prospective clients and providing updates to existing clientele. Prior to this role, Greg held various positions including Director and Head of Product Management at New York Life Insurance Company, where responsibilities included managing the Product Management team and offering in-field sales support. Previous experience also includes Associate Director at UBS Financial Services overseeing a large discretionary wrap program, Financial Advisor at A.G. Edwards managing private wealth portfolios, and Financial Analyst at Voicestream Wireless focusing on corporate finance. Greg holds an MBA in Finance from Rutgers University - Newark and a BA in Economics and Communications from Rutgers University.