/People

Gregg Bakalar

Investor

Vice President at Vista Equity Partners

San Francisco, California, United States

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Experience

  1. Vista Equity PartnersVice President; Capital & Partner Solutions - Private Wealthcurrent2025 — presentSan Francisco Bay Area
  2. Morgan StanleyExecutive Director, Alternative Investments Regional Director2024 — 2025
  3. Morgan StanleyVice President, Alternative Investments Regional Director2022 — 2024
  4. Morgan StanleyAlternative Investment Sales Specialist2017 — 2021
  5. DreyfusSr. Internal Wholesaler II2014 — 2017New York, New York
  6. Global Arena Capital Corp./HFPRegistered Representitive2013 — 2014new york, new york

Skills & more

Wealth ManagementPublic SpeakingFinanceSalesBloombergInvestmentsMicrosoft ExcelSeries 7Microsoft OfficeManagementFixed IncomeSeries 63
+3 moreFinancial AnalysisMutual FundsAlternative Investments
  • Chartered Alternative Investment Analyst — CAIA Association
  • Series 65 — FINRA
  • Series 63 — FINRA
  • Series 7 — FINRA

From Gregg's professional profile.

Colleagues at Vista Equity Partners

Frequently asked questions

Who is Gregg Bakalar?
Vice President at Vista Equity Partners
Where does Gregg Bakalar work?
Gregg Bakalar is Vice President at Vista Equity Partners.
Where did Gregg Bakalar go to school?
Gregg Bakalar studied at Elon University - Martha and Spencer Love School of Business (Bachelor of Arts (B.A.), Economics, Economics, International Studies).

Same school

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