Gregory R. Ortquist, CFA Vice President and Portfolio Manager, Insurance Advisory

Greg manages investment portfolios for Insurance Advisory clients. His responsibilities include developing investment strategies, selecting securities and sector allocations, buy/sell decisions, credit reviews and performance management. In addition to positions with other investment management firms, Greg previously worked with Advantus from 1999 through 2001 as a Fixed Income Research Specialist and Investment Performance Analyst.

Greg is a CFA Charterholder, and a member of the Twin Cities Society of Securities Analysts.

Professional Experience

• AXA Investment Managers,
  Senior Credit Analyst
• St. Paul Travelers Companies,
  Fixed Income Investment Analyst
• Advantus Capital Management,
  Fixed Income Research Specialist,
  Investment Performance Analyst
• Active in the investment industry since 1999

Degrees and Designations

• Master of Business Administration in Finance,
  Carlson School of Management, University of Minnesota
• Bachelor of Arts in Accounting,
  Gustavus Adolphus College
• Chartered Financial Analyst