Cfa® Gregory Bender

Manager Institutional Trading at Lincoln Investment Planning

Gregory Bender, CFA®, has a diverse work experience spanning multiple roles and companies. Gregory began their career at J.P. Morgan in 2009 as an Operations Analyst, where they worked until December 2010. In 2011, Gregory joined Valley Forge Asset Management as a Portfolio Administrator, before moving on to become an Institutional Trader in 2012. Gregory remained at Valley Forge Asset Management until 2015.

Since 2015, Gregory has been working at Lincoln Investment, where they have held multiple roles. Gregory started as a Senior Portfolio Analyst and later moved on to become the Manager of Institutional Trading in November 2020. Currently, Gregory continues to hold this position at Lincoln Investment, utilizing their expertise and knowledge in the finance industry.

Gregory Bender, CFA®, obtained a Bachelor of Science degree in Business Administration with a focus on Finance from Elon University in 2009.

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Timeline

  • Manager Institutional Trading

    November, 2020 - present

  • Senior Portfolio Analyst

    November, 2015

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