Greg Sloan Email & Phone Number
Founder and Managing Partner @ Telos Private Office
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Greg Sloan Location
- Atlanta, GA, US
Greg Sloan Work
- Founder and Managing Partner @ (January 2021 - Present)
- CFO | Strategic Initiatives @ (January 2025 - Present)
- 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
- Accounting
- AdvisorTech
- Behavioral Finance
- Business
- Business Strategy
- Coaching
- Consulting
- Corporate Governance
- Early-stage Startups
- Emotional Intelligence
- Employee Learning & Development
- Enterprise Software
- Entrepreneurship Development
- Executive Coaching
- Exit Planning
- Exit Strategies
- Family Offices
- FinTech
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Founder
- Fractional CFO
- Functional Behavior Assessments
- Fundraising
- Human Resources (HR)
- Information Technology
- Leadership
- Mentoring
- Mergers & Acquisitions (M&A)
- Multi-family office
- Personal Development
- Private Equity
- Psychological Assessment
- Relationship Conflicts
- Software as a Service (SaaS)
- Start-up Consulting
- Start-ups
- Strategic Leadership
- Strategic Planning
- Strategy
- Talent Management
- Team Building
- Venture Capital
- WealthTech
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 Sage: AI for CTE Educators, The Mather Group, Daniel Advisors and Goldman Sachs Ayco Personal Financial Management. 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 4 emails and 4 mobile phone numbers on RocketReach.
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Top Telos Private Office Employees
Sarah Farol
Partner and VP of Accounting
Lawrenceville, GA, US
Dianne Ash
Staff Accountant
Lilburn, GA, US
Greg Sloan
Founder and Managing Partner
Atlanta, GA, US
Katherine Sloan
Co-Founder | Business Manager
Atlanta, GA, US
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