Greg Barlage

Senior Investment Manager - Private Wealth Management

Greg Barlage, CFA, is an investment management professional with extensive experience in equity analysis and asset allocation strategies. They served as a Senior Equity Analyst at Columbia Management from 2008 to 2015, where they covered the Software and IT Services industries, provided investment recommendations, and mentored junior analysts. Barlage is currently a Senior Investment Manager in Private Wealth Management at Fidelity Investments, managing customized asset allocation for high net worth clients. Their previous roles include Investment Analyst positions at Baring Asset Management, Stein Roe Investment Counsel, and the State Teachers Retirement System of Ohio. Barlage holds an MBA from the University of Southern California and is currently pursuing a Bachelor of Science in Business Administration from the University of Vermont.

Location

Wellesley Hills, United States

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