Gregg Giboney, CFA is the founder of Timberline Investment Management, LLC (Timberline) and brings 30 years of deep experience and credentials that include Chartered Financial Analyst, MBA (University of Portland), and Bachelor of Arts in both finance and accounting (Washington State University). In his career, Mr. Giboney was employed by First Interstate/Wells Capital Management for 20 years and successfully served in positions that included fixed income trading, equity analyst, portfolio manager for personal and trust accounts, and institutional portfolio manager for value oriented portfolios and funds. At a private firm, Mr. Giboney successfully served clients and led numerous investment functions that included fixed income management, asset allocation strategies, and development of a very successful dividend stock strategy. Following the 2005 sale of the firm, Mr. Giboney founded Timberline to continue to provide quality investment services that includes the mentioned dividend stock strategy now known as Timberline Dividend & Growth. Mr. Giboney is a prominent member of the investment community having served as past-president and board member of the Portland CFA Society and as a participant in various national CFA Institute events. He also serves within the North American Securities Administrators Association Item Development Program that consists of a group of state securities regulators and industry leaders to craft and review questions for the Series 63, 65 and 66 examinations. Passage of some or all of these examinations is often required to enter the securities industry. Service activities also include his position as Treasurer and board member of Parkinson's Resources of Oregon where he is involved with numerous financial matters including the management of endowment and reserve funds. Within Rotary, Mr. Giboney has been past club president, past foundation president of West Linn Rotary and also served on the investment committee of The Rotary Foundation (6-year term ended 6/30/19) that managed about $1billion in assets supporting global humanitarian endeavors. Mr. Giboney has been interviewed in the media on numerous occasions including guest appearances on CNBC. Mr. Giboney resides in West Linn, Oregon with his wife and two children. |
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