Mr. Green is the Chief Executive Officer of Investment Performance Services, LLC and is responsible for the day to day management of the firm. In addition, Mr. Green is responsible for client relationships and marketing efforts in the Southeast. Mr. Green serves on the Executive Committee helping to formulate strategic policy for the firm. Mr. Green works on all aspects of client funds including investment policy formulation, asset allocation strategies, performance monitoring, and manager searches.
Mr. Green joined IPS in 1991 as Director of Marketing and Senior Consultant. For the prior six years he was a Vice President and Trust Officer of First Union National Bank’s Capital Management Group. Mr. Green was a Business Development Officer for the Trust and Investment Services Division and was responsible for marketing fiduciary services in the areas of personal trust, employee benefits, endowments, foundations, corporate trust, and institutional services. Mr. Green served on the Investment Committee of the International Foundation of Employee Benefit Plans.
Mr. Green is a graduate of the University of Georgia, where he received his B.B.A. in Finance. He also graduated from the Southern Trust School at Birmingham Southern College.