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Greg

Principal, Portfolio Manager

Greg began his investment career as a portfolio manager and analyst in the University of Wisconsin’s Applied Security Analysis program while earning his graduate degree.

Upon graduation, he joined Strong Capital Management as an analyst on the all cap growth team specializing in small caps.

In 2005, he joined Jim Stark at M&I Investment Management as an analyst on the small cap growth product managed by Jim.

In 2007, Greg and Jim brought their small company growth expertise to CastleArk, where they co-manage the Small and SMID Growth strategies for CastleArk.

Experience

  • University of Wisconsin Applied Security Analysis
    • Analyst, Portfolio Manager – 2001-2002
  • Strong Capital Management
    • Senior Analyst, Small Cap Growth – 2002
  • M&I Investment Management
    • Senior Analyst, Small Cap Growth – 2005
  • CastleArk Management
    • Portfolio Manager, Small and SMID Growth – 2007

Education

  • University of Wisconsin – Oshkosh
    • BBA, Finance – 1994
  • University  of Wisconsin – Oshkosh
    • MBA, Real Estate and Finance – 2000
  • University of Wisconsin
    • MS, Finance, Investments and Banking – 2002

CastleArk Management, LLC is a registered investment advisor registered with The Securities and Exchange Commission under the Investment Advisers Act of 1940.

CastleArk Form CRS

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