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    Tag: CFA

    Greg Barnes – Strategic Financial Executive and Former President/CFO & Big Four Audit Managing Partner

    Greg Barnes, a seasoned financial executive with over 30 years of experience, has held pivotal leadership roles, including President, CFO, and Managing Audit Partner at KPMG LLP. Known for his expertise in corporate governance, IPOs, M&A transactions, and operational restructuring, Greg has successfully guided companies through complex financial landscapes. His strategic leadership has driven business growth, secured multi-million dollar client engagements, and fostered high-performing teams. With a strong presence in boardrooms and academia, Greg remains a trusted advisor and mentor, offering valuable insights to organizations across various industries.

    Yale Bock: Creating Lasting Value Through Insightful Investments and Trusted Partnerships.

    I’m excited to share my professional journey with you! With over 20 years at the helm of Y H & C Investments, I’ve dedicated myself to creating exceptional value for my clients through strategic asset management and insightful investment strategies. As a Chartered Financial Analyst (CFA), I specialize in growth investing, leveraging my expertise in strategic and tactical asset allocation to help clients achieve their financial goals. My commitment to ethical and effective financial management, combined with my extensive experience, drives me to deliver outstanding results and build lasting partnerships. If you're interested in learning more about how I approach investment management and client relationships, feel free to connect with me.