Advisor at Pacific Paradigm Advisors LLC
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Firm
Pacific Paradigm Advisors LLC
Location
Wellesley, MA
Credentials
CFA®
Industry experience
11 years
Gregory Miller is a CFA® charterholder and financial advisor at Pacific Paradigm Advisors LLC with 11 years of industry experience. He has been with Pacific Paradigm Advisors since 2012. Outside of his advisory role, he is a member and manager of GM CADE LLC, an entity that does not actively conduct any business. Pacific Paradigm Advisors primarily manages the Asia Opportunities Fund, a pooled investment vehicle focused on Asia ex-Japan equity markets, and provides consulting services to other investment advisers. The firm’s approach emphasizes bottom-up stock selection supported by fundamental and quantitative analysis, along with risk management and direct engagement with company management in the region.
Based on Pacific Paradigm Advisors LLC
Performance fees may be assessed if and when The Asia Opportunities Fund accepts subscriptions from external investors; specific fee not stated and only charged to qualified clients
Account minimum: $250,000 (may be waived at discretion)
Wellesley, MA
Massachusetts
Pacific Paradigm Advisors LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
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CFP®, CFA®, Series 63, Series 65
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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