Greg Francis, CFA
Trader and Analyst
Greg champions hard work and attention to detail and believes that with a positive mindset, no goal is out of reach. He applies his strong knowledge of accounting to deep-dive fundamental research of prospective equity and corporate bond investments to find value opportunities for our clients that others miss.
Greg joined the CFM team full-time in 2016 after a two year tenure as an investment research intern in our Boulder office. He is a CFA charterholder.
As a Colorado native, Greg enjoys spending his free time outdoors. He is a passionate trail runner, cyclist and skier, as well as a longtime member of the American Homebrewers Association. After work, you will typically find him training for his next athletic endeavor.