Greg Dienna

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Consumer Services

Producer Manufacturing

Profile

Mr. Gregory J.
Dienna, CFA, is Wealth Manager at Manchester Capital Management LLC.
He provides integrated investment, wealth transfer, credit, and philanthropic advice to large, complex families.
He has over 20 years of experience in the wealth management industry.
Prior to joining Manchester in June 2012, Mr. Dienna was employed as a Principal by Scott Equipment, Inc., a Senior Vice President by US Trust, Bank of America Private Wealth Management, a Vice President & Relationship Manager by Wachovia Securities LLC, and a Vice President & Investment Specialist by JPMorgan & Co., Inc. He is active with the CFA Institute and the New York Society of Security Analysts, serving as a mentor for the annual CFA Institute Research Challenge and teaching a program in ethics to undergraduate and post-graduate students in the New York City area and internationally.
He received his BS in Business with a double concentration in Finance and Marketing from the Lerner College of Business and Economics at the University of Delaware and he earned the Chartered Financial Analyst designation in 2006.

Former positions of Greg Dienna

Companies	Position	End
Scott Equipment LLC Scott Equipment LLC Industrial MachineryProducer Manufacturing Designs and supplies commercial & industrial laundry equipment	Corporate Officer/Principal	-
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Corporate Officer/Principal	01/04/2008
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/04/2007
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	-
Manchester Capital Management LLC Manchester Capital Management LLC Investment ManagersFinance MCM attempts to identify an appropriate allocation between equities, fixed income, alternatives, real assets and cash suitable to the client’s investment goals and risk tolerance.	Portfolio Manager-Equities	-

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Linked companies

Private companies	6
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Manchester Capital Management LLC Manchester Capital Management LLC Investment ManagersFinance MCM attempts to identify an appropriate allocation between equities, fixed income, alternatives, real assets and cash suitable to the client’s investment goals and risk tolerance.	Finance
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
University of Delaware University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
Scott Equipment LLC Scott Equipment LLC Industrial MachineryProducer Manufacturing Designs and supplies commercial & industrial laundry equipment	Producer Manufacturing

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