THE OPTIMUM TEAM

“When you boil it down, it’s the investor’s job to intelligently bear risk for profit. Doing it well is what separates the best from the rest.”
- Howard Marks

William Gregory (Greg) Dorriety, CFA, CFP®

President, Optimum Asset Management, Inc.

William Gregory DorrietyGreg co-founded Optimum Asset Management, Inc. in 2004 after a successful career as a chemical engineer with Honeywell and Measurex Corporations. His varied experiences as an engineering professional, investment and financial advisor, communicator, community leader and entrepreneur allow him to connect with his clients’ financial goals to offer customized strategies.

Greg graduated with a BS degree in Chemical Engineering from Auburn University. He has an MS
degree in Personal Financial Planning and holds the designations of Chartered Financial Analyst®
and Certified Financial Planner™. He is a member of the Society of Financial Service Professionals
and Chartered Financial Analyst Institute. Greg was selected to serve as a Certified Financial Planner Board Ambassador in recognition of his financial accomplishments. His articles have been featured in The New York Times and USA Today.

Greg is a registered representative with Royal Alliance Associates, Inc. as well as an investment advisor representative with Investment Advisors Asset Management, a Registered Investment Advisory Firm.

Greg is also dedicated to giving back to his community. He serves on the Community Foundation of South Alabama Investment Committee, is a member of the Point Clear Rotary Club where he was honored as a Paul Harris Fellow and is active in the Gulf Coast Financial Planners Association and the Mobile Area Sigma Chi Association. He also serves on the Board of Directors for the Jennifer Claire Moore Foundation.

Greg and his wife, Donna, are the parents of a son, LTJG William H. Dorriety,II, USN, who currently serves aboard the USS Toledo submarine, and a daughter, the late Elizabeth Dorriety. Greg grew up in Atmore, Alabama, and is proud to call the Eastern Shore his home.

 

Gwen C. Dorriety

Gwen is Vice President of Optimum Asset Management, Inc. She has over 30 years of experience in
the delivery of financial services and quality customer service. Gwen's field of expertise includes
marketing, product design, qualified retirement plan implementation and operations management.

Gwen was educated at Auburn University. She is a graduate of the Banking School of the South at the University of South Alabama.

 

 

Blair Ellenburg

Blair is the Director of Technology & Office Operations for Optimum Asset Management, Inc.

Blair earned the Claritas® Investment Certificate by the CFA Institute. She is currently a candidate
for the CFP Certificate through the College for Financial Planning.

Blair received her Bachelor’s and Master’s Degrees in Education from The University of Mississippi.
She is a National Board Certified Teacher.