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@ccpwealth.com
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2 phones found area 847
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Greg Davis is listed as Senior Wealth Advisor & Partner serving affluent families and business owners for long-term financial success CFP®, CTFA at Clearwater Capital Partners, a company with 16 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at ccpwealth.com, phone signal with area code 847, and a matched LinkedIn profile for Greg Davis.
Greg Davis previously worked as Partner - Senior Wealth Advisor at Clearwater Capital Partners and Director - Wealth Advisor at Bmo Harris Private Banking. Greg Davis holds Bs, Finance With Honors from Gies College Of Business - University Of Illinois Urbana-Champaign.
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Greg Davis is a Partner - Senior Wealth Advisor at Clearwater Capital Partners. Greg is responsible for delivering integrated wealth management solutions as the lead relationshipmanager for high net-worth individuals and families–each with varying and unique situations. He is also a voting member of the firm’s Investment Policy Committee, where he adds his expertise and unique perspectives to the creation of Clearwater's investment strategies.As a CERTIFIED FINANCIAL PLANNER (TM) professional (CFP®) and Certified Trust Financial Adviser (CTFA) with a unique work history of over 25 years within the financial industry, Greg’s varied experiences have provided him with the opportunity to serve as a trusted adviser to high net-worth individuals, families, closely-held and family-owned businesses, trusts and foundations.Greg received a Bachelor of Science (B.S.) Degree in Finance with Honors from the University of Illinois in Urbana-Champaign, as well as a Masters of Business Administration (MBA) with High Honors concentrating in Finance from the Kellstadt Graduate School of Business at DePaulUniversity. Besides being a CFP® professional and receiving the CFTA designation listed above, Greg also has an Illinois Health and Life Insurance license.Greg resides in Palatine, Illinois with his wife Marina and their four children. Greg is very active in the community including serving as a Board Member and Committee Chairperson for the Bridge Youth and Family Services and as a Board Member for the Northwest Suburban Estate Planning Council.To learn more about Clearwater Capital Partner's consultative approach to comprehensive wealth management, please visit our website at www.ccpwealth.com.DISCLOSURE:Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor. Clearwater Capital Partners is an Investment Advisory firm located and registered in IL.
Listed skills include Wealth Management Services, Investment Advisory, Retirement Planning, Time Management, and 1 others.
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Greater Chicago Area
- Serves as a primary fiduciary for high net worth clients- Coordinates the delivery of customized financial planning solutions for individuals and families- Member of CCP's Investment Policy Committee which drives investment strategy for the firm's clients
Barrington, IL
- Spearheaded the delivery of integrated wealth management services as the lead relationship manager to high net worth clients- Worked closely with internal and external sources to cultivate new business opportunities- Expanded revenue generation from existing client relationships through a comprehensive financial planning approach
Winnetka, Illinois
- Served as primary contact for trust/estate and investment planning to client/family relationships- Provided expertise in a broad range of investment vehicles including: equities, fixed income and other special asset classes, hedging and derivative strategies- Responsible for reviewing investment goals and suggesting actions as necessary; introduced cross.
Chicago, Illinois
- Implemented sizable proprietary positions on behalf of the spot foreign exchange trading desk - Consistently provided exceptional service to both internal and external customers which boosted revenue and increased credibility of the entire desk
Greater Chicago Area
- Worked as chief liaison between the marketing and trading desk to resolve conflicts and work more efficiently together
Greater Chicago Area
- Maximized Revenue through efficient execution of orders and proprietary position trading in spot and forward markets
Vienna, Austria And Budapest, Hungary
- Handled customer phone lines to Eastern European banks as a Spot English Sterling Currency Broker- Used foreign languages to build and maintain relationships (i.e. German and Russian)
Other employees you can reach at ccpwealth.com. View company contacts for 16 employees →
James Chapman
Colleague at Clearwater Capital PartnersGreater Chicago Area, United States
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Danuta Garb
Colleague at Clearwater Capital PartnersGreater Chicago Area, United States
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Braden Maher
Colleague at Clearwater Capital PartnersChicago, Illinois, United States, United States
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Joshua Beachler, Cfp®
Colleague at Clearwater Capital PartnersGreater Chicago Area, United States
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Dr Kumaraswamy G
Colleague at Clearwater Capital PartnersWarangal Rural, Telangana, India, India
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Karie Oconnor, Cima®, Cpfa®, Aifa®, Qka®
Colleague at Clearwater Capital PartnersHoffman Estates, Illinois, United States, United States
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Noah Mulé
Colleague at Clearwater Capital PartnersGreater Chicago Area, United States
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Ty Sampson
Colleague at Clearwater Capital PartnersHoffman Estates, Illinois, United States, United States
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John Sleeting
Colleague at Clearwater Capital PartnersHoffman Estates, Illinois, United States, United States
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Hannah Flight
Colleague at Clearwater Capital PartnersArlington Heights, Illinois, United States, United States
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Greg Davis works for Clearwater Capital Partners.
Greg Davis is listed as Senior Wealth Advisor & Partner serving affluent families and business owners for long-term financial success CFP®, CTFA at Clearwater Capital Partners.
AeroLeads has found 1 work email signal at @ccpwealth.com for Greg Davis at Clearwater Capital Partners.
AeroLeads has found 2 phone signal(s) with area code 847 for Greg Davis at Clearwater Capital Partners.
Greg Davis is based in Greater Chicago Area, United States, United States while working with Clearwater Capital Partners.
Greg Davis has worked for Clearwater Capital Partners, Bmo Harris Private Banking, Jp Morgan, First Chicago/ Bank One - Capital Markets, and Eurowien Ltd..
Greg Davis's colleagues at Clearwater Capital Partners include James Chapman, Danuta Garb, Braden Maher, Joshua Beachler, Cfp®, and Dr Kumaraswamy G.
You can use AeroLeads to view verified contact signals for Greg Davis at Clearwater Capital Partners, including work email, phone, and LinkedIn data when available.
Greg Davis holds Bs, Finance With Honors from Gies College Of Business - University Of Illinois Urbana-Champaign.
Greg Davis is listed with skills including Wealth Management Services, Investment Advisory, Retirement Planning, Time Management, and Trusts.
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