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
- 2025 -now Founder and Managing Partner @
- 2021 -now Managing Partner @
- 2025 -now Investor and Advisor @
- 2025 -now Interim CFO @
- 2025 -2026 CFO @
- 2020 -2020 Managing Director @
- 2007 -2019 Founder and CEO (Acq Jan 2020) @
- 1999 -2007 Vice President @
- 1995 -1999 Financial Advisor @
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 2 emails and 4 mobile phone numbers on RocketReach.
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