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Greg Stott

Greg Stott

Portfolio Manager at Ironwood Investment Counsel, LLC

Phoenix, AZ , United States

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

OrganizationRoleDate RangeDetails
Ironwood Investment Counsel, LLCPortfolio ManagerJan 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

Portfolio Management
Capital Markets
Securities
Financial Analysis
Financial Modeling
Finance
Sales
Investment Banking
Asset Allocation
Strategic Planning
Fixed Income
Strategy

Others at Ironwood Investment Counsel, LLC (8)

NameRoleLocation
Barrett Geist
Barrett Geist
Portfolio ManagerScottsdale, AZ , United States
B
Bruce Williams
PartnerScottsdale, AZ , United States
John Ellison
John Ellison
Senior AssociateScottsdale, AZ , United States
Matthew Carter
Matthew Carter
Managing PartnerScottsdale, AZ , United States
Michael Lossing
Michael Lossing
Portfolio ManagerScottsdale, AZ , United States
Spencer Heath
Spencer Heath
AssociatePhoenix, AZ , United States
Alek Sokoloski
Alek Sokoloski
AssociateScottsdale, AZ , United States
Kami Whisler
Kami Whisler
AssociateScottsdale, AZ , United States

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