Doug Greiner, CFA

Portfolio Manager, Director of Research

Doug is a Portfolio Manager and the firm’s Director of Research, leading economic, asset allocation and securities research initiatives in support of the firm’s wealth management and advisory efforts. He is a member of the Investment Committee.

Prior to joining WST in 2016, Doug held various equity research roles, most recently at JMP Securities in New York City, and previously at Compass Point in Washington DC, and DA Davidson in the Pacific Northwest. While in DC, he also held the position of financial markets analyst at the Consumer Financial Protection Bureau. Doug’s research has received various recognitions, such as Wall Street Journal’s “Best on the Street” for stock-picking performance and StarMine’s “Top Earnings Estimator” for earnings forecasting accuracy.

Doug, a California native, holds a BS in Economics from Gonzaga University and a MA in Applied Economics from Georgetown University; he is a CFA charterholder.

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