Greg Lai, CFA

Co-Chief Investment Officer and Lead Portfolio Manager


Greg is Co-CIO and Lead Portfolio Manager for Sowell Affinity, our investment management division. He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed the key quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect of the Sowell Affinity commitment to flexibility, service, and performance.

He has 30 years of experience with a variety of firms handling a wide range of clients building a well-earned reputation for his pragmatic quantitative approach to investment. Greg credits his experience as well as that of Affinity team members, who have worked through recent economic cycles of dynamic systemic change, as a primary benefit to clients today.

Greg’s industry experience includes lead portfolio manager and managing director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd. heading the U.S. Active Equity team, and quantitative specialist and a portfolio manager of co-managed portfolios at Pacific Investment Management Company (PIMCO).

He earned a bachelor’s degree in chemistry from UCLA and earned an MBA from the Paul Merage School of Business at the University of California, Irvine. He holds the Chartered Financial Analyst designation. Greg and his wife Lai have two daughters: Ashley and Emily, who raising just happens to be his proudest accomplishment. Another member of the family is their dog named Oreo. Greg enjoys yoga, golf, tennis and fly fishing.