Join us for our very special Charter Dinner to recognize our 2023 charterholders! This event is open to everyone that wants to help us honor and celebrate our new charterholders from 2023.
New 2023 charterholders are invited to bring ONE guest free of charge to help celebrate the big accomplishment!
About the speaker:
Victoria Greene is a Founding Partner and Chief Investment Officer (CIO) of both G Squared Private Wealth and 6 Degrees Wealth, independent boutique wealth management firms based in Texas. Victoria started her career in finance joining Merrill Lynch in 2008, focusing on portfolio management on a team of advisors. In 2019 Victoria and her business partner George Georgiades went independent and founded G Squared Private Wealth, a specialized firm focusing on ultra-high net worth private investors. In 2021 she helped found 6 Degrees Wealth, a new practice to focus on acquisitions and expanding their network of firms. Victoria has been featured on all the major television networks including Bloomberg, Fox Business, CNBC and Yahoo Finance. Victoria joined CNBC as a Contributor in 2022, and appears frequently on their network discussing equities, macro and market trends.
With in-depth expertise in market research, economic & financial analysis, and portfolio construction Victoria is primarily responsible for the design, implementation, and monitoring of client portfolios. This includes extensive analytics and research into individual securities and running proprietary portfolios. Her knowledge enables the team to deliver highly customized strategies for ultra-high-net-worth individuals, families, and business owners. She believes that a careful study of fundamental as well as technical attributes allows for stronger portfolio construction and to invest with conviction when there is an opportunity. A graduate of Mays Business School at Texas A&M University, Victoria is also a CFA charterholder (Chartered Financial Analyst). Victoria is a frequent guest television contributor on CNBC, joining them as a Contributor in 2022. An avid animal lover, she and her dogs live in College Station, TX and is and passionate Texas A&M football fan as well as enjoys travel and spending time hiking, fishing, and exploring the outdoors. She is involved with many local charities including the Brazos Valley Food Bank as well as Aggieland Humane Society.
If you are a RETURNING charterholder (you did NOT earn your charter in 2023), please register using this link https://www.eventbrite.com/e/charter-dinner-this-link-is-for-all-other-cfasnot-new-2023-tickets-708632778717?aff=oddtdtcreator
If you are a NEW charterholder (you earned your charter in 2023), please register using this link https://www.eventbrite.com/e/charter-dinner-only-2023-charterholders-and-their-one-guest-use-this-link-tickets-708636820807?aff=oddtdtcreator
Remember, you must cancel your registration 24 hours before the event in order to avoid a no show fee. Reach out to [email protected].
Click on MORE INFORMATION to register!