Gregory M. Healy, Cpa/Pfs, Cfp®

Gregory M. Healy, Cpa/Pfs, Cfp® Email and Phone Number

Treasurer @ SCAN-Harbor
New York, NY, US
Gregory M. Healy, Cpa/Pfs, Cfp®'s Location
New York, New York, United States, United States
Gregory M. Healy, Cpa/Pfs, Cfp®'s Contact Details

Gregory M. Healy, Cpa/Pfs, Cfp® personal email

n/a

Gregory M. Healy, Cpa/Pfs, Cfp® phone numbers

About Gregory M. Healy, Cpa/Pfs, Cfp®

Glenmede is a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States. For more information, visit Glenmede.com.

Gregory M. Healy, Cpa/Pfs, Cfp®'s Current Company Details
SCAN-Harbor

Scan-Harbor

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Treasurer
New York, NY, US
Website:
SCAN-Harbor.org
Employees:
186
Gregory M. Healy, Cpa/Pfs, Cfp® Work Experience Details
  • Scan-Harbor
    Treasurer
    Scan-Harbor
    New York, Ny, Us
    View
  • Glenmede
    Managing Director; Relationship Manager, Wealth Advisory Team Lead
    Glenmede Oct 2020 - Present
    Philadelphia, Pennsylvania, Us
    View
  • Glenmede
    Vice President; Relationship Manager, Wealth Advisory
    Glenmede Sep 2014 - Oct 2020
    Philadelphia, Pennsylvania, Us
    Advise complex individuals and families as well as business executives on financial and estate planning. Also responsible for the delivery of thoughtful wealth management advice and administration in areas including wealth transfer, fiduciary and charitable planning and management.
    View
  • Scan-Harbor
    Treasurer
    Scan-Harbor Nov 2020 - Present
    New York, Ny, Us
    View
  • Scan-Harbor
    Board Member
    Scan-Harbor Jul 2018 - Present
    New York, Ny, Us
    https://www.scan-harbor.org/aboutAs the largest youth service provider in Harlem, East Harlem and the South Bronx, SCAN-Harbor supports "at risk" children and their families to achieve positive life goals.Our diverse programs empower high-risk youth and their families by focusing on strengths, skills, and self-esteem. SCAN-Harbor facilitates empowerment goals through the establishment of a family and community matrix. Our “SCAN-Harbor family” affords an integrated, positive mixture of youth development programming and mentorship.Chairman of the Finance Committee. Member of the Investment Committee.
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  • Traust Sollus Wealth Management
    Wealth Advisor
    Traust Sollus Wealth Management Jun 2007 - Aug 2014
    Princeton, New Jersey, Us
    Wealth management advisory work with clients included financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning.
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Gregory M. Healy, Cpa/Pfs, Cfp® Skills

Wealth Management Retirement Planning Estate Planning Investments Finance Financial Advisory Financial Planning Strategic Financial Planning Management Portfolio Management Investment Advisory Wealth Financial Planners Asset Management Investment Strategies Asset Allocation Financial Services Financial Analysis Wealth Management Services Financial Risk 401k Alternative Investments Hedge Funds Tax Preparation Business Analysis High Net Worth Individuals Insurance Mutual Funds Retirement Personal Finance Life Insurance Bonds Registered Investment Advisor Insurance Planning Tax Planning Business Management Comprehensive Wealth Management Tax Fixed Annuities Disability Insurance Fixed Income Private Banking Series 65 Personal Financial Planning Investment Management Equities Long Term Care Insurance Long Term Care

Gregory M. Healy, Cpa/Pfs, Cfp® Education Details

  • Rutgers University
    Rutgers University
    Political Science

Frequently Asked Questions about Gregory M. Healy, Cpa/Pfs, Cfp®

What company does Gregory M. Healy, Cpa/Pfs, Cfp® work for?

Gregory M. Healy, Cpa/Pfs, Cfp® works for Scan-Harbor

What is Gregory M. Healy, Cpa/Pfs, Cfp®'s role at the current company?

Gregory M. Healy, Cpa/Pfs, Cfp®'s current role is Treasurer.

What is Gregory M. Healy, Cpa/Pfs, Cfp®'s email address?

Gregory M. Healy, Cpa/Pfs, Cfp®'s email address is gr****@****ede.com

What is Gregory M. Healy, Cpa/Pfs, Cfp®'s direct phone number?

Gregory M. Healy, Cpa/Pfs, Cfp®'s direct phone number is +121541*****

What schools did Gregory M. Healy, Cpa/Pfs, Cfp® attend?

Gregory M. Healy, Cpa/Pfs, Cfp® attended Rutgers University.

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Gregory M. Healy, Cpa/Pfs, Cfp® has interest in Economic Empowerment, Traveling, Yoga, Civil Rights And Social Action, Environment, Wine Tasting, Human Rights, Animal Welfare, Arts And Culture.

What skills is Gregory M. Healy, Cpa/Pfs, Cfp® known for?

Gregory M. Healy, Cpa/Pfs, Cfp® has skills like Wealth Management, Retirement Planning, Estate Planning, Investments, Finance, Financial Advisory, Financial Planning, Strategic Financial Planning, Management, Portfolio Management, Investment Advisory, Wealth.

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