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Senior Portfolio and Relationship Manager Gregory Estes Joins May Barnhard Investments Thumbnail

Senior Portfolio and Relationship Manager Gregory Estes Joins May Barnhard Investments

Investment MBI News

May Barnhard Investments (MBI) welcomes Gregory M. Estes, CFA as a new senior portfolio and relationship manager. Mr. Estes brings a career of nearly 30 years of asset management and investment advisory responsibilities. He served most recently as a portfolio manager and chief compliance officer at Augustine Asset Management, where he held a senior-level investment role with responsibilities for research and security selections for investment strategies and fund investments, implementing risk management policies and procedures, and regulatory filings.

Earlier in his career, Mr. Estes served for nearly 20 years as a portfolio manager and senior equity analyst for a Jacksonville Beach, Florida-based capital management group where he executed investment management decisions, managed client portfolios and performed asset valuations.

“I am excited to welcome Greg to the MBI team,” said Judith P. Barnhard, CFP® , CPA, CDFA®, co-founder, chief compliance officer and senior advisor for MBI. “His expertise and strategic approach to client-focused investment services will be of great value to our clients in pursuit of their wealth management goals.” 

MBI, founded in 2013 and originally owned by Barnhard and partners Debora E. May, CFP®, CPA, CDFA® and Jeffrey A. May, CPA, has provided investment advisory services to high net worth clients in the Washington, DC metropolitan region and nationally for 10 years. MBI merged into CBM in 2018 following a strategic decision to provide clients with access to an additional level of tax and advisory expertise.

Said Estes, "I am thrilled to be joining MBI where my investment management expertise intersects with the tax and financial planning knowledge of other team members, thereby providing the kind of holistic approach to client service not offered everywhere.” 

For more information, contact Judith P. Barnhard, CPA, CFP®, CDFA®