Patrick “Joey” Greive, CFA, CFP® is Director of Finance and Administration / Chief Financial Officer for the consolidated government of Jacksonville, Florida. As CFO for Florida’s largest city, and the 12th largest in the country, he is tasked with management and oversight of the city’s Treasury, Accounting, Risk Management, Budget, IT, Fleet, and procurement divisions. Included in these responsibilities is oversight of multi-billion dollar debt, cash, and investment programs. As CFO he also sits on the nine member Board of Trustees overseeing the General Employees and Corrections Officer’s retirement systems.
Prior to being appointed to his current role, he served as Treasurer, Chief Investment Officer and Pension Administrator for the City where he oversaw and managed the City’s pension, DC plan, cash and operating investment assets. Before joining the City in August 2010, he was with Merrill Lynch where he served in various investment advisory, leadership, and talent development roles.
Mr. Greive has a dual-major in Finance and Real Estate from Florida State University, is an instrument-rated pilot, avid golfer, cyclist, and is an active member of CFA Society Jacksonville, where he currently fills the Brand Awareness role and most recently served as President from 2012 through 2014.
Jeremy Held began his career at ALPS in 1996 and has held a variety of leadership roles at the firm over the past two decades. In 2007, he helped launch the firm's asset management division, which has grown to over 17 billion in assets under management. Jeremy is currently responsible for manager selection, product development, and business strategy for ALPS Advisors.