Greg Friedman
Oprichter bij Private Ocean LLC
Profiel
Mr. Gregory H.
Friedman is a Senior Strategic Advisor at Private Ocean LLC, a President at Salient-Friedman Wealth Management LLC and a Principal at Golden Gate University.
Prior to co-founding Private Ocean LLC in May 2009, Mr. Friedman established Friedman & Associates in 1991.
He worked as an advisor with CIGNA Financial Services, where he specialized in estate and financial planning for high net worth business owners and their families.
Mr. Friedman received his BA in Economics degree from the University of California San Diego and a MS in Financial Planning, Emphasis on Taxation from Golden Gate University.
Actieve functies van Greg Friedman
| Bedrijven | Functie | Begin |
|---|---|---|
Salient-Friedman Wealth Management LLC
 Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | President | 19-05-2009 |
| Golden Gate University | Corporate Officer/Principal | 19-07-2010 |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Oprichter | 01-05-2009 |
Eerdere bekende functies van Greg Friedman
| Bedrijven | Functie | Einde |
|---|---|---|
| Wealth Management Advisors, Inc. (California) | Oprichter | 31-12-2008 |
| Cigna Financial Institution Services | Corporate Officer/Principal | - |
| Your Silver Bullet LLC | Oprichter | - |
CRM Software LLC
 CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Oprichter | - |
Opleiding van Greg Friedman
| Golden Gate University | Graduate Degree |
| University of California San Diego | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
| Cigna Financial Institution Services | |
CRM Software LLC
CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Technology Services |
| Wealth Management Advisors, Inc. (California) | Finance |
Salient-Friedman Wealth Management LLC
Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | Finance |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Finance |
| Your Silver Bullet LLC |