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Vice-President of Operations & Chief Compliance Officer

Bill Gregory

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Bill Gregory joined Frank Beck in 2000 after working in Customer Service Operations at Janus Funds. He has over 25 years of experience in the investment business. As Vice-President of Operations, Bill processes block trades, conducts account maintenance, cashiering requests, and coordinates other client paperwork with Fidelity Investments, helping to ensure accurate and timely information for the benefit of our clients. In 2009 Bill was selected to be the firm’s Chief Compliance Officer; in this role, he administers the BCM Compliance program.

Bill lives in Dripping Springs with his wife Susan. They have two sons who enjoy hiking, water sports, and attending athletic events.

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About Beck Capital Management

Beck Capital Management is an Austin-based fiduciary wealth management and investment firm. We specialize in developing highly personalized investment strategies, working closely with clients to align their financial goals and risk tolerance with our investment practices. Our dedicated team leverages decades of experience, utilizing a data-driven approach to provide tailored solutions that strive to produce financial growth and confidence.

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