Portfolio Managers

Portfolio Managers 2017-02-10T09:12:18+00:00
Byron Green

Byron D. Green, Jr.

Byron Green is the President and founder of Green Investment Management, Inc. (GIM). He developed all of GIM’s global tactical asset allocation portfolios since the firm’s inception in 1984.

Byron graduated from the University of Texas at Arlington with a Bachelor of Arts in Finance with honors. In his early career he was a registered representative of a large broker-dealer. Following this, he went on to establish a broker-dealer that employed a number of registered representatives serving a broad clientele. In 1981, Byron completed the College of Financial Planning program and received the CFP designation.

In 1984, Byron founded Green Investment Management and registered as an investment advisor. The firm offered actively managed investment strategies using a disciplined approach focused on precise risk management. In 2001, Byron was one of the early proponents of using Exchange Traded Funds (ETF’S) to reduce cost, enhance the tax efficiency and gain exposure to additional asset classes for portfolio enhancement.

In recent years, Byron has served on and as Chairman of the Investment Committee of the Financial Planning Association (FPA), a global financial planning organization, and numerous advisory boards. During his 30 years of managing investment and retirement portfolios for advisors and their clients, Byron has developed and applied an investment process based on disciplined consistency, rigorous analysis and critical review.

Kirk Wimberley

M. Kirk Wimberley

Kirk Wimberley is a co-manager of several portfolios at GIM and has been with the firm for over 9 years. In addition to his co-manager role, he oversees the daily operations of the firm as its Director of Operations.

Kirk earned his Bachelor of Business Administration degree from Midwestern State University, where he later received his MBA, with a concentration in economics, and graduated with honors. Prior to joining GIM, Kirk assisted in the development of financial plans for clients of financial consultants at Merrill Lynch. Kirk also managed the bond trading desk at Herbert R. Smith, Inc. where he facilitated the structuring of sophisticated bond ladders to manage client banks’ excess liquidity.