Greg Bachman CFA, CFP®
Member | Chief Investment Officer | Chief Operating Officer | Director of Financial Planning
Greg Bachman is a seasoned financial professional with nearly three decades of experience in asset management and comprehensive financial planning for individuals and institutions. As CIO, COO, and Director of Financial Planning at Spectrum Strategic Capital Management, Greg plays a central role in portfolio design, investment strategy, and financial plan development.
He holds a Bachelor of Science in Finance and International Business from Penn State University and is both a Chartered Financial Analyst® (CFA) and a Certified Financial Planner® (CFP®). Greg also holds securities licenses and is licensed in life and health insurance in the State of Oregon. He is an active member of the CFA Institute, CFA Society of Portland, CFP Board, and the Financial Planning Association of Oregon and Southwest Washington.
Greg’s core areas of expertise include investment management, portfolio construction, retirement strategy, risk management, and estate planning for individuals, families, and business owners.
Outside of the office, Greg enjoys spending time with his wife, Karla, their two sons and daughter. His personal interests include woodworking, snowboarding, basketball, golf, weightlifting, and fine dining.
