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Greg is a Principal and Lead Portfolio Manager for Affinity Investment Advisors, LLC. He works to maximize the investment team’s decades of experience to the benefit of all clients, having developed Affinity’s quantitative stock selection, risk management, and portfolio construction models.
Gregory R. Lai, CFA. Co-Investment Team Leader. Greg brings 30 years of experience working for a variety of firms handling a wide range of clients building a well-earned reputation for his pragmatic quantitative approach to investment.
View Gregory Lai, CFA’s profile on LinkedIn, a professional community of 1 billion members. Greg embraces leading Affinity Investment Advisors to be a premier boutique investment…
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Greg Lai has been a Principal and Lead Portfolio Manager for Affinity since 1992 and has over 30 years of investment experience. He developed the firm’s quantitative stock selection, risk management and portfolio construction models.
Greg is Co-CIO and Lead Portfolio Manager for Sowell Affinity, our investment management division. He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed the key quantitative stock selection, risk management, and portfolio construction models.
Greg Lai is CEO/Principal/Portfolio Mgr at Affinity Investment Advisors LLC. See Greg Lai's compensation, career history, education, & memberships.
Sep 7, 2023 · – Greg Lai, CEO & Lead Portfolio Manager Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
