Gene Gross, CFA®
Portfolio Strategist
- 704.926.9800
- 704.926.9926
- gene.gross@cygnusam.com
Gene Gross graduated from Case Western Reserve University in 2012 with a Bachelor of Science degree in Finance. He has also earned the Chartered Financial Analyst (CFA®) designation from the CFA Institute. Gene is in charge of investment and economic research as well as portfolio construction for Cygnus and leads the Investment Committee.
Gene began his career in the financial services industry at Victory Capital in Cleveland, Ohio in 2012. In 2015 he moved to Charlotte and spent four years with Biltmore Family Office. At Biltmore, Gene began as an analyst before being promoted to portfolio manager. Gene joined Cygnus in the summer of 2019.
In his free time, Gene enjoys spending time with his wife Lauren, with whom he reluctantly hikes, walks and exercises. He is the proud owner of two dogs: Seymour, a black lab, and Goodwin, a Wheaten Terrier. Gene is also an avid potter whose art is featured in our office.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA institute. The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry, as well as a commitment to ethical conduct.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.