Portland, Oregon-based alternative investment firm Aequitas Capital has named Keith E. Gregg as president of Aequitas Capital Partners, the firm’s new investment and advisor operating unit. Previously, Gregg worked at Innovation Equity Partners where he served as founder and CEO.
PORTLAND, Ore. – (April 28, 2014) – Aequitas Capital, a Portland, Ore.-based alternative investment management company, has appointed long-time wealth management executive Keith E. Gregg to lead Aequitas Capital Partners, a new business division designed to provide growth oriented Registered Investment Advisors with access to financial and intellectual capital, as well as essential operating services to power growth.
Highly respected throughout the financial services industry as a business acceleration specialist, Mr. Gregg will serve as President of Aequitas Capital Partners, Aequitas Capital’s new asset-backed investment and advisor operating division. Aequitas Capital Partners will focus on serving practitioners in the wealth management industry who have demonstrated the will and capacity for growth and an appreciation for alternative investments as an important part of investor portfolios.
“The wealth management business is experiencing dramatic change on several levels,” said Bob Jesenik, CEO of Aequitas Capital. “Whether advisors are considering business succession plans, expansion, or simply trying to stay ahead of growing regulatory and technology demands, many are looking for a partner that offers greater levels of autonomy and flexibility than large institutions. We are fortunate to involve Keith Gregg, who has proven expertise building business platforms that support leading registered investment advisors and their clientele.”
Mr. Gregg brings to Aequitas Capital three decades of experience as a financial industry entrepreneur and executive. Prior to his appointment as President of Aequitas Capital Partners, he was founder and CEO of Innovation Equity Partners, LLC, a financial services and technology company serving Registered Investment Advisors and Independent Broker Dealers. His previous experience includes serving as President of a billionaire’s family office, Chairman of industry association Wealth Advisor Institute, and President and CEO of one of the nation’s largest Independent Broker Dealers. In addition, he has worked with blue chip firms GE Capital, Prudential Investments, and Wachovia Securities Financial Network (nka Wells Fargo Advisors).
“Aequitas Capital’s deep experience in asset-backed alternative investing, operating infrastructure, and more than 20 years of managing private debt and equity strategies, provides this new business unit with the ideal platform for providing capital and essential operating services to help foster growth and success for subscribing registered investment advisors and their high-net-worth clientele,” said Mr. Gregg. “I’m happy to join Aequitas in this exciting, and much needed, business endeavor.”
Mr. Gregg is a graduate of the Securities Industry Institute®, University of Pennsylvania’s Wharton School of Business Executive Leadership Program, and the author of “Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts.” Mr. Gregg honorably served his country in the U.S. Marine Corps where he received the Distinguished Presidential Service Award from President Ronald Reagan while serving aboard Marine One.
About Aequitas Capital:
Founded in 1993, Aequitas Capital is an alternative investment management company dedicated to innovation, discipline and excellence. With proven expertise in finance, management and technology, Aequitas sources, structures and implements Private Credit and Private Equity solutions, benefiting the individuals and institutions that trust Aequitas as a valuable investment partner.