MEET THE TEAM

Greg Battistone

TRADING & RESEARCH ASSOCIATE

E: GREG.B@STONEMARKWEALTH.COM

P: 626-304-9888 x 114

Greg Battistone joined Stonemark Wealth Management in February 2020 as a Trading & Research Associate. In this role, he provides equity and fixed income research, client trading solutions and software integrations. He also sits on the Investment Committee.

Currently, he is in his last semester at California State, University of Long Beach and is Vice President of its student-managed fund, Beach Investment Group, where he helped raise $70,000. The group manages over $700,000 for three clients and is in its 25th year. He also serves as Co-Chair for CFA Orange County Society’s Host-A-Student Program.

He resides in Belmont Shores in Long Beach and is a member of Mauli Ola Foundation.

Greg is a CFA Level I candidate.

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