DIRECTOR OF SALES STRATEGY
Greg Talcott is the Director of Sales Strategy at Caliber Funds. He assists investors in building their wealth and diversifying their income through private equity real estate investments.
Greg came to Caliber after a two-year stint with Scottsdale-based competitor Virtua Partners, where last year he raised more than $100 million in capital investment from high-net-worth individuals, registered investment advisors and institutional entities. He delivers a high level of trust among customers, past and present, with his background in managing assets and serving as a fiduciary for select private wealth investors at Scottrade-TD Ameritrade, Basilica Wealth Management and Charles Schwab in Arizona, the Pacific Northwest and other key markets for more than 15 years.
During his time at Schwab, he led a team that managed more than $2.5 billion in assets that provided portfolio management and financial planning designed for a particular investor suitability.
Greg received a Bachelor of Science degree in Law and Political Science from Arizona State University. He is a registered representative with Tobin & Company Securities LLC – Member FINRA/SIPC.
C: 206.930.8608 | O: 480.295.7600 | Greg.Talcott@CaliberFunds.co