Gregory R. Lai, CFA

Principal, Lead Portfolio Manager

Greg is a Principal and Lead Portfolio Manager for Affinity Investment Advisors, LLC. He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed Affinity’s quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect in Affinity’s commitment to flexibility, service, and performance.

Greg’s role with Affinity spans its history. Affinity launched as an independent firm in 1992. The firm was acquired in 2007 by Morgan Stanley Investment Management. The team joined INVESCO in June 2010 when it purchased Morgan Stanley’s retail asset management team business. Greg and the team decided to re-enter the market at the end of 2010 as an independent to capitalize on the increasing investor interest in boutique management firms.

Greg brings 29 years of experience working for a variety of firms handling a wide range of clients building a well-earned reputation for his pragmatic quantitative approach to investment. Greg credits his experience as well as that of Affinity team members, who have worked through recent economic cycles of dynamic systemic change, as a primary benefit to clients today.

Greg’s industry experience includes Senior Portfolio Manager and Managing Director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd. heading the U.S. Active Equity team, and Quantitative Specialist and Co-Portfolio Manager at Pacific Investment Management Company (PIMCO).

Greg received an M.B.A from the Paul Merage School at the University of California, Irvine and a bachelor’s degree in Chemistry from UCLA. He holds the Chartered Financial Analyst designation.

Greg is a rehabbing helicopter dad who enjoys fly fishing, tennis, and the quiet solitude of Kauai when not taking on wind mills…

Affinity_219_FINAL

Greg is a Principal and Lead Portfolio Manager for Affinity Investment Advisors, LLC. He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed Affinity’s quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect in Affinity’s commitment to flexibility, service, and performance.

Greg’s role with Affinity spans its history. Affinity launched as an independent firm in 1992. The firm was acquired in 2007 by Morgan Stanley Investment Management. The team joined INVESCO in June 2010 when it purchased Morgan Stanley’s retail asset management team business. Greg and the team decided to re-enter the market at the end of 2010 as an independent to capitalize on the increasing investor interest in boutique management firms.

Greg brings 29 years of experience working for a variety of firms handling a wide range of clients building a well-earned reputation for his pragmatic quantitative approach to investment. Greg credits his experience as well as that of Affinity team members, who have worked through recent economic cycles of dynamic systemic change, as a primary benefit to clients today.

Greg’s industry experience includes Senior Portfolio Manager and Managing Director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd. heading the U.S. Active Equity team, and Quantitative Specialist and Co-Portfolio Manager at Pacific Investment Management Company (PIMCO).

Greg received an M.B.A from the Paul Merage School at the University of California, Irvine and a bachelor’s degree in Chemistry from UCLA. He holds the Chartered Financial Analyst designation.

Greg is a rehabbing helicopter dad who enjoys fly fishing, tennis, and the quiet solitude of Kauai when not taking on wind mills…