Introducing Gregg Balderrama, CFA, CAIA, Senior Portfolio Manager

Please join us in welcoming Gregg Balderrama, CFA, CAIA Senior Portfolio Manager, to the TrustBank team.  Gregg looks forward to working with the professionals at TrustBank, our community and building prosperity for our clients. 

Q: How did you come to select TrustBank as part of your career path?

A: A company is comprised of and a reflection of the people who work for a common mission.   I have a tremendous amount of respect for the professionals at TrustBank.  This was instrumental in my decision to join the team.

Q:  How did your career lead you to TrustBank?

A: I am fortunate to have a keen interest and passion in finance, which drew me into the investment management industry for over 15 years.  My academic background and experience at other banking institutions have lead me to a career opportunity with TrustBank.

Q:  Explain how portfolio management is crucial in today’s financial climate.

A: It is an extremely complex system, that must be constantly, consistently and expertly monitored.  Our client’s investment portfolios are re-evaluated and managed daily, with a strategic plan over the long term to achieve unique and individual goals.

Q:  Tell us about yourself and your family.

A: Proud to be a Phoenix native, I attended high school at Brophy College Preparatory and college at the University of Arizona.  I have two younger brothers and four nieces and am single with no children.

Q:  What’s your passion outside of career?

A: My main hobby is cooking!  Cooking grounds me, keeps me healthy, and allows me to creatively express myself. 

Q:  What are a few little known facts about you?

A: I have traveled all over South America and truly enjoy exploring the road less traveled.

f