Vice-President of Operations & Chief Compliance Officer
Bill Gregory joined Frank Beck in 2000 after working in Customer Service Operations at Janus Funds. He has over 18 years experience in the investment business. As Vice-President of Operations, Bill processes block trades, conducts account maintenance, cashiering requests and coordinates other client paperwork with Fidelity Investments, ensuring accurate and timely information for the benefit of our clients. In 2009 Bill was selected to be the firm’s Chief Compliance Officer; in this role he administers the BCM Compliance program.
Bill lives in Austin with his wife Susan and their two teenage sons. The Gregorys enjoy boating, water sports and attending Longhorn athletic events.
Beck Capital Management is an SEC-registered investment manager serving high net-worth individuals, family offices, endowments, trusts, corporations and pension plan sponsors. We design custom portfolios that seek each client’s target rate of return, commensurate with the tolerance for volatility. We have a fiduciary duty to our clients and are fee-based. We are different from other investment management firms in many significant ways. Learn more.
Our predecessor firm was founded in 1997, specializing in investment management and tax planning for high net-worth individuals. Over time, we have grown our capabilities in original research and portfolio management. Our three investment committee professionals have over 75 years of combined finance and investment experience. Our macro-economist holds a PhD from Stanford University and has worked at the President’s Council of Economic Advisors and the Federal Reserve. Learn more
We start with a macro-economic “30,000 foot view” that incorporates industry-sector developments, secular trends, money flows, monetary policies and news events. We then follow with a rigorous, repeatable, data-based research process designed to uncover the best managed business within their respective industry groups. Further, we believe that simply avoiding the weakest sectors of the market adds meaningfully to performance. Learn more