Greg Palacorolla
Geen lopende functies
Profiel
Mr. Gregory A.
Palacorolla is a Director of Wealth Management at Geier Asset Management, Inc. He joined the firm in 2008.
He has worn many hats at Geier, spending time as a portfolio analyst and financial planner, client manager and wealth management department head roles, and currently the Director of Wealth Management.
His expertise in areas such as retirement planning, estate planning, tax, and investment management allow him to design financial plans that cater to the constantly changing needs of his clients.
In addition, he has a large role in the design and management of the model portfolios that serve the firm’s clients.
Mr. Palacorolla graduated from Towson with a double major in business administration and sports management, he earned his MBA from the University of Baltimore, with a concentration in finance, and obtained his Certified Financial Planner (CFP) designation
Eerdere bekende functies van Greg Palacorolla
| Bedrijven | Functie | Einde |
|---|---|---|
Geier Asset Management, Inc.
 Geier Asset Management, Inc. Investment ManagersFinance Geier Asset Management, Inc. is an investment management firm headquartered in Marriottsville, Maryland. It was founded by Joseph Geier in 1999. In 2021, the firm was acquired by MAI Capital Management LLC, which is owned by Edgewood Partners Insurance Center. GAM provides investment management, financial planning, and tax services mostly to individuals and families. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Greg Palacorolla
| Towson University | Undergraduate Degree |
| University of Baltimore | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Geier Asset Management, Inc.
Geier Asset Management, Inc. Investment ManagersFinance Geier Asset Management, Inc. is an investment management firm headquartered in Marriottsville, Maryland. It was founded by Joseph Geier in 1999. In 2021, the firm was acquired by MAI Capital Management LLC, which is owned by Edgewood Partners Insurance Center. GAM provides investment management, financial planning, and tax services mostly to individuals and families. | Finance |
