Print
PDF

Our Team

greculex-148200b

President | Wealth Advisor | Director of Investment Strategy

Lex Grecu, CFA, CFP(r)

 

Lex Grecu, founded Grecu Capital Management, Inc. in 2002.  Working for some of the largest investment firms in the world, including Merrill Lynch, Charles Schwab and PIMCO Funds, Lex has been helping clients protect and grow their personal wealth since 1991.  Lex has extensive experience in financial planning, investment analysis, portfolio management and risk management.  With a concentration in finance and economics, he earned a Bachelor of Science degree from the Univerisity of Arizona.

He is a CERTIFIED FINANCIAL PLANNER (TM) professional and also holds the prestigious CHARTERED FINANCIAL ANALYST (CFA) designation and is a member of the CFA Institute, the Security Analysts of San Francisco and the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of Fee-Only financial advisors.

He has appeared on television to discuss the economy and has been quoted on investment matters in various publications such as SmartMoney, US News & World Report and Wine Spectator. A dynamic speaker, Lex has taught an investment class, "Wealth and Well-Being" for several community adult education programs. Lex has also served as President and Chairman of the Board for the San Francisco Triathlon Club, a non-profit corporation benefiting local and national charitable causes.

Lex values time spent at home with his wife Karin and sons, Kai and Lance. Lex also enjoys golf, running, cycling, hiking, camping and most any activity involving the great outdoors. He has a passion for helping children with special needs and has coached YMCA basketball and volunteered time to the Special Olympics, the UCSF Children's Hospital and Arizona Cancer Center.

 

Account Manager | Client Servicesbryce portrait

Bryce Johnson

 

Bryce’s first introduction to wealth management came in 2015 when he interned for Grecu Capital Management the summer before his sophomore year at Chico State University. He continued in this role for two more summers before graduating summa cum laude from Chico State in 2018 with a bachelor’s degree in finance. The last six months of his studies was spent abroad in Amsterdam, Netherlands at the Hogeschool van Amsterdam (Amsterdam University of Applied Sciences). During those six months, he experienced the real world at warp speed visiting over 17 countries and gaining invaluable knowledge, skills and perspectives that never come up in business text books.

Bryce joined Grecu Capital Management in August 2018, fulfilling his long-time desire to return to the company where his passion for wealth management began. As our Account Manager, he personifies professionalism and provides our clients with exceptional service.

His drive and commitment to continuous improvement led him to enroll in the Santa Clara University Certified Financial Planner Program where he is on track to complete his CFP studies in the summer of 2019.

When Bryce is not working, he loves traveling and being outside enjoying everything Northern California has to offer, including hiking, snowboarding, golf and playing Spike Ball with his friends.