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Greg Trebil Jr., Cfp® Email & Phone Number

Director Of Financial Planning and Investments at Tradition Wealth Management, LLC
Location: Greater Minneapolis-St. Paul Area, United States 9 work roles 2 schools
1 work email found @traditionwealthmanagement.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email g****@traditionwealthmanagement.com
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Current company
Tradition Wealth Management, LLC
Role
Director Of Financial Planning and Investments
Location
Greater Minneapolis-St. Paul Area, United States
Company size
27 employees

Who is Greg Trebil Jr., Cfp®? Overview

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Quick answer

Greg Trebil Jr., Cfp® is listed as Director Of Financial Planning and Investments at Tradition Wealth Management, LLC, a with 27 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at traditionwealthmanagement.com and a matched LinkedIn profile for Greg Trebil Jr., Cfp®.

Greg Trebil Jr., Cfp® previously worked as Director Of Financial Planning & Investments at Tradition Wealth Management, Llc and Financial Advisor at Morgan Stanley. Greg Trebil Jr., Cfp® holds Mba, Finance from University Of St. Thomas - Opus College Of Business.

Company email context

Email format at Tradition Wealth Management, LLC

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*@traditionwealthmanagement.com
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AeroLeads found 1 current-domain work email signal for Greg Trebil Jr., Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Greg Trebil Jr., Cfp®

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Adviser. Tradition Wealth Management, LLC, is independent of ProEquities, Inc.

Current workplace

Greg Trebil Jr., Cfp®'s current company

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Tradition Wealth Management, LLC
Tradition Wealth Management, Llc
Director Of Financial Planning and Investments
Saint Paul, MN, US
Website
traditionwealthmanagement.com
Employees
27
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9 roles · 33 years

Greg Trebil Jr., Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Morgan Stanley

As a Financial Advisor, I advised clients on issues surrounding wealth accumulation, preservation and transfer as they neared retirement age.

Oct 2013 - Mar 2017

Principal

Hjt Ventures, Inc.

As a Principal of HJT Ventures, I managed an independent consulting firm specialized in investments, corporate finance, hedge funds and new ventures.

Jun 2009 - Oct 2013

Managing Director

Groveland Capital

As Managing Director, I helped launch a new hedge fund and led the investment research, trading, portfolio risk management and reporting efforts.

Jun 2009 - Nov 2011

Senior Investment Analyst

Whitebox Advisors Llc

As Senior Investment Analyst, I advised the Portfolio Manager on current and potential investments in the company's hedge fund, providing key assessments and strategies.

2008 - 2009 ~1 yr

Associate

Carval Investors

In this capacity, I was in charge of a portfolio of distressed corporate securities holdings, including bonds, bank loans and equities.

2004 - 2008 ~4 yrs

Associate Analyst - High Yield Research

Ameriprise Financial Services, Inc.

As a member of the High Yield Research team, I produced detailed company financial models and contributed comprehensive analytical and industry research.

1999 - 2004 ~5 yrs

Credit Analyst

Piper Jaffray

As a Credit Analyst, I approved loans and option positions of Piper Jaffray clients wishing to borrow money against their portfolio positions.

1994 - 1999 ~5 yrs
Team & coworkers

Colleagues at Tradition Wealth Management, LLC

Other employees you can reach at traditionwealthmanagement.com. View company contacts for 27 employees →

AW Alex Wynne Alex Wynne Colleague at Tradition Wealth Management, LlcMinneapolis, Minnesota, United States View → JT Jake Taylor Jake Taylor Colleague at Tradition Wealth Management, LlcSt Paul, Minnesota, United States View → HL Herb Lewis Herb Lewis Colleague at Tradition Wealth Management, LlcSt Paul, Minnesota, United States View → JV Jack Vanoverbeke Jack Vanoverbeke Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → CC Cory Carlson Cory Carlson Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → WJ Will Johnson Will Johnson Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → MN Morgan Niemi Morgan Niemi Colleague at Tradition Wealth Management, LlcMinneapolis, Minnesota, United States View → JG Julie Grey, Cfa® Cpa Julie Grey, Cfa® Cpa Colleague at Tradition Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → JS Jack Sowada, Cfp® Jack Sowada, Cfp® Colleague at Tradition Wealth Management, LlcWayzata, Minnesota, United States View → TS Tucker Schumacher Tucker Schumacher Colleague at Tradition Wealth Management, LlcUnited States View →
2 education records

Greg Trebil Jr., Cfp® education

Mba, Finance

University Of St. Thomas - Opus College Of Business

Ba, Financial Economics

Gustavus Adolphus College
FAQ

Frequently asked questions about Greg Trebil Jr., Cfp®

Quick answers generated from the profile data available on this page.

What company does Greg Trebil Jr., Cfp® work for?

Greg Trebil Jr., Cfp® works for Tradition Wealth Management, LLC.

What is Greg Trebil Jr., Cfp®'s role at Tradition Wealth Management, LLC?

Greg Trebil Jr., Cfp® is listed as Director Of Financial Planning and Investments at Tradition Wealth Management, LLC.

What is Greg Trebil Jr., Cfp®'s email address?

AeroLeads has found 1 work email signal at @traditionwealthmanagement.com for Greg Trebil Jr., Cfp® at Tradition Wealth Management, LLC.

Where is Greg Trebil Jr., Cfp® based?

Greg Trebil Jr., Cfp® is based in Greater Minneapolis-St. Paul Area, United States while working with Tradition Wealth Management, LLC.

What companies has Greg Trebil Jr., Cfp® worked for?

Greg Trebil Jr., Cfp® has worked for Tradition Wealth Management, Llc, Morgan Stanley, Hjt Ventures, Inc., Groveland Capital, and Whitebox Advisors Llc.

Who are Greg Trebil Jr., Cfp®'s colleagues at Tradition Wealth Management, LLC?

Greg Trebil Jr., Cfp®'s colleagues at Tradition Wealth Management, LLC include Alex Wynne, Jake Taylor, Herb Lewis, Jack Vanoverbeke, and Cory Carlson.

How can I contact Greg Trebil Jr., Cfp®?

You can use AeroLeads to view verified contact signals for Greg Trebil Jr., Cfp® at Tradition Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Greg Trebil Jr., Cfp® attend?

Greg Trebil Jr., Cfp® holds Mba, Finance from University Of St. Thomas - Opus College Of Business.

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