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.


MS Accounting
University of Colorado

BS Business Finance and Accounting, Economics Minor
University of Colorado


Chartered Financial Analyst (CFA)