VICE PRESIDENT | INVESTMENTS
Greg Talcott is a Vice President, Investments, 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