Victoria Greene
CFAÂŽ, CRPCÂŽ
Chief Investment Officer
A Founding Partner of G Squared Private Wealth, Victoria Greene first began working alongside George Georgiades in 2008 to help design and manage the team’s $575 million in client assets.
With in-depth expertise in market research, economic and financial analysis, and portfolio construction, Victoria, a Founding Partner of G Squared Private Wealth, is primarily responsible for the design, implementation, and monitoring of client portfolios. This includes extensive analytics and research, as well as a thorough due diligence process for manager selection and oversight. Her expertise enables the team to deliver highly customized strategies for ultra-high-net-worth individuals, families and business owners.
A graduate of the Mays Business School at Texas A&M University, Victoria is also a CFA charterholder (Chartered Financial Analyst). This prestigious designation is earned and maintained through a highly selective process of study, experience, and ethical standards. She is an active member of her local community, having served on the Board of the Aggieland Humane Society and volunteering with the Women’s Resource of Houston, an organization that promotes financial literacy for low-income women. She also sits on the Advisory Board for the Masters in Finance program at May’s Business School and is a Chapter President in her alumni network. She is a member of the Houston Polo Club and enjoys polo and horseback riding. Victoria is also a founder of 6 Degrees Wealth, a startup by Advisors, for Advisors.
