Greg Davis Email & Phone Number
Senior Partner - Senior Wealth Advisor @ Clearwater Capital Partners
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Greg Davis Location
- Chicago, IL, US
Greg Davis Work
- 2015 -now Senior Partner - Senior Wealth Advisor @
- 2006 -2015 Director - Wealth Advisor @
- 2000 -2006 Vice President - Senior Trust Advisor @
- 1994 -2000 Vice President and Assistant Chief Dealer @ First Chicago/ Bank One - Capital Markets
- 1998 -1998 Interim Chief Dealer @ First Chicago/ Bank One - Capital Markets
- 1989 -1994 Senior Dealer - European Shift @ First Chicago/ Bank One - Capital Markets
- 1987 -1989 Foreign Exchange Broker @ Eurowien Ltd.
Greg Davis Education
- Gies College of Business - University of Illinois Urbana-Champaign
- DePaul University - Charles H. Kellstadt Graduate School of Business
Greg Davis Skills
- Wealth Management Services
- Investment Advisory
- Retirement Planning
- Time Management
- Trusts
- Business Strategy
- Strategy
- Management
- Portfolio Management
- Wealth Management
- Strategic Financial Planning
Greg Davis Summary
- Greg Davis, based in Chicago, IL, US, is currently a Senior Partner - Senior Wealth Advisor at Clearwater Capital Partners. Greg Davis brings experience from previous roles at BMO Harris Private Banking, JP Morgan and First Chicago/ Bank One - Capital Markets. Greg Davis holds a Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Wealth Management Services, Investment Advisory, Retirement Planning, Time Management, Trusts and more. Greg Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Clearwater Capital Partners Employees
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Hayley Holmes
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