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Gregg Giboney

President & Portfolio Manager at Timberline Investment Management, LLC

Professional Background

Gregg Giboney, CFA, is a highly accomplished financial expert and the founder of Timberline Investment Management, LLC. With over 27 years of extensive industry experience, he has cultivated a rich background in finance that encompasses various roles such as fixed income trader, equity analyst, and institutional portfolio manager. Gregg's professional journey began at First Interstate/Wells Capital Management, where he dedicated 20 years of his career to refining investment strategies and portfolio management for both personal and trust accounts. Additionally, he played a pivotal role in managing value-oriented portfolios and funds, demonstrating his expertise in navigating complex market environments.

In 2005, following the successful sale of the firm, Mr. Giboney founded Timberline Investment Management to continue delivering exceptional investment services. Under his leadership, Timberline has grown to become synonymous with quality and performance, particularly with its notable dividend stock strategy known as Timberline Dividend & Growth. Gregg's vision for Timberline embodies his commitment to providing tailored financial solutions that respond to the individual needs of clients, ensuring long-term growth and wealth preservation.

Education and Achievements

Gregg Giboney's academic credentials lay a strong foundation for his flourishing career in finance. He earned his Bachelor of Arts in both Finance and Accounting from Washington State University, where he honed his analytical and quantitative skills essential for success in investment management. Furthering his education, he obtained a Master of Business Administration (MBA) from the University of Portland, specializing in Business Administration and Management. Moreover, Gregg is a esteemed Chartered Financial Analyst (CFA), having undertaken rigorous training at the CFA Institute, particularly in Investment Analysis and Portfolio Management. This prestigious certification entails a deep understanding of investment strategies, ethics, and portfolio management, reinforcing his position as a respected thought leader in the finance sector.

In addition to his educational achievements, Gregg's contributions to the industry have not gone unnoticed. He has been actively involved in professional organizations and initiatives that further the collective goals of the investment community. He has notably served as the past-president and board member of the Portland CFA Society, participating in pivotal discussions and events that shape the future of finance. Moreover, he has been an integral part of the Rotary International Investment Committee, overseeing portfolios that support both local and global humanitarian initiatives — illustrating his emphasis on socially responsible investing.

Involvement in Community and Industry

Apart from his professional roles at Timberline and Wells Capital Management, Mr. Giboney exemplifies dedication to community service and professional development. He is a valued member of the North American Securities Administrators Association (NASAA) Item Development Program, collaborating with state securities regulators and industry leaders to develop examination content for crucial certifications like Series 63, 65, and 66. His contributions help maintain high standards within the industry, fostering responsible practices and informed investment decisions.

Gregg's thought leadership has extended to media engagements, where he has been interviewed multiple times, including guest appearances on CNBC. This exposure not only advances his reputation but also serves as a platform to share insights related to investment management, financial strategies, and market trends.

Personal Life and Legacy

Based in West Linn, Oregon, Gregg Giboney balances his professional endeavors with a fulfilling personal life. He resides in a warm and loving home with his wife and two children, emphasizing the value of family alongside his professional pursuits. Gregg is also an active member of the West Linn Rotary Club, where he has served as past-president and currently holds the position of club foundation president. His engagement within Rotary International reinforces his commitment to philanthropy and community development, allowing him to contribute positively to society at large.

Summary of Key Qualifications

Overall, Mr. Giboney's wealth of experience, educational background, and commitment to community service paint a picture of a well-rounded financial professional. His role as the founder and portfolio manager at Timberline Investment Management places him at the forefront of the investment industry, where he continues to drive innovative strategies and foster client relationships built on trust and success. With a passion for investing that is matched only by his commitment to making a meaningful difference in his community, Gregg Giboney is truly a distinguished figure in the finance world.

Achievements

  • Founder of Timberline Investment Management, LLC.
  • 27 years of expertise in finance and investment management.
  • Former fixed income trader, equity analyst, and portfolio manager at First Interstate/Wells Capital Management.
  • Successfully developed Timberline Dividend & Growth strategy.
  • Active leader in the investment community through various organizational roles and media engagements.

Related Questions

How did Gregg Giboney develop his expertise in investment management and financial analysis?
What motivated Gregg Giboney to establish Timberline Investment Management, LLC?
In what ways has Gregg Giboney contributed to the community through his work with Rotary International?
What are the key strategies behind the Timberline Dividend & Growth investment approach developed by Gregg Giboney?
How has Gregg Giboney's educational background influenced his career in finance?
What insights has Gregg Giboney shared during his media appearances on CNBC?
How does Gregg Giboney balance his professional pursuits with family and community commitments?
What are the major trends in investment that Gregg Giboney has observed during his 27 years in the industry?
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Location

West Linn, Oregon, United States