Greg Wood
Compliance Officer at Concorde Financial Corp.
Profile
Gregory Brent Wood is currently a Managing Director at Concorde Financial Corp.
and a Director at Pattern Bioscience, Inc. He previously worked as a Principal at JPMorgan Investment Management, Inc. and Wells Fargo Clearing Services LLC.
He holds an MBA from Southern Methodist University and an undergraduate degree from The University of Texas at Austin.
Greg Wood active positions
Companies | Position | Start |
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Concorde Financial Corp.
Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Compliance Officer | - |
Pattern Bioscience, Inc.
Pattern Bioscience, Inc. BiotechnologyHealth Technology Klaris Corp. engages in the development of in vitro diagnostics to predict clinical success for bacterial infections. The company was founded by Johnson Ross and Nicolas Arab in 2016 and is headquartered in Austin, TX. | Director/Board Member | - |
Former positions of Greg Wood
Companies | Position | End |
---|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | - |
Training of Greg Wood
The University of Texas at Austin | Undergraduate Degree |
Southern Methodist University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Concorde Financial Corp.
Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Pattern Bioscience, Inc.
Pattern Bioscience, Inc. BiotechnologyHealth Technology Klaris Corp. engages in the development of in vitro diagnostics to predict clinical success for bacterial infections. The company was founded by Johnson Ross and Nicolas Arab in 2016 and is headquartered in Austin, TX. | Health Technology |
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