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About
Greg Stott is a Portfolio Manager at Ironwood Investment Counsel, LLC, based in Phoenix, AZ, where he has served since January 2016. In his current role, he is primarily responsible for constructing and managing client investment portfolios, conducting asset allocation, and overseeing investment research to ensure optimal risk-adjusted returns for clients.
His focus at Ironwood is on managing diversified portfolios that incorporate a broad range of asset classes, including equities, fixed income, and alternative investments, with a tailored approach to meet the specific goals of high-net-worth individuals and institutional clients. He employs detailed market analysis and risk management strategies, emphasizing fundamental research across sectors commonly found in diversified wealth management mandates.
Greg holds an MBA from the University of Minnesota and a degree from Brigham Young University, equipping him with a strong foundation in finance and investment analysis. His background underscores expertise in multi-asset portfolio strategies, with a commitment to delivering personalized investment solutions rooted in rigorous research and client-centered advice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ironwood Investment Counsel, LLC | Portfolio Manager | Jan 2016 to Present | Work with high net worth business owners and families to manage personal and business assets. Facilitate drafting investment policies for clients and estate plan reviews. Participate in the firm's inv... |
Education
University of Minnesota
Master of Business Administration (MBA)
1994 — 1996
Brigham Young University
1989 — 1994
Skills & Expertise
Others at Ironwood Investment Counsel, LLC (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Scottsdale, AZ , United States | |
B Bruce Williams | Partner | Scottsdale, AZ , United States |
| Senior Associate | Scottsdale, AZ , United States | |
| Managing Partner | Scottsdale, AZ , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
| Associate | Phoenix, AZ , United States | |
| Associate | Scottsdale, AZ , United States | |
| Associate | Scottsdale, AZ , United States |
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