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Greg Sloan Location
Atlanta, GA, US
Greg Sloan Work
Founder and Managing Partner @ (December 2025 - Present)
Managing Partner @ (January 2021 - Present)
Investor and Advisor @ (January 2025 - Present)
Interim CFO @ (October 2025 - Present)
CFO @ (June 2025 - June 2026)
Managing Director @ (January 2020 - December 2020)
Founder and CEO (Acq Jan 2020) @ (March 2007 - December 2019)
Vice President @ (February 1999 - February 2007)
Financial Advisor @ (August 1995 - February 1999)
Greg Sloan Education
Georgia State University - J. Mack Robinson College of Business
Masters of Business Administration (Finance)
2000-2002
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration - BBA (Finance)
1990-1995
Greg Sloan Skills
Entrepreneurship
Asset Management
Strategic Financial Planning
High Net Worth Individuals
Leadership Development
Investment Management
Wealth
Wealth Management Services
Tax
Wealth Management
Estate Planning
Investments
Financial Advisory
Asset Allocation
Certified Financial Planner
Financial Planners
Retirement Planning
Investment Strategies
Investment Advisory
Asset Managment
Greg Sloan Summary
Greg Sloan, based in Atlanta, GA, US, is currently a Founder and Managing Partner at Telos Private Office. Greg Sloan brings experience from previous roles at Telos CFO, MeetSage, VersiTech and Davis Family Office, LLC. Greg Sloan holds a 2000 - 2002 Masters of Business Administration in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Entrepreneurship, Asset Management, Strategic Financial Planning, High Net Worth Individuals, Leadership Development and more. Greg Sloan has 3 emails and 4 mobile phone numbers on RocketReach.
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