Jon Greenwich, Cpfa®

Jon Greenwich, Cpfa® Email and Phone Number

Managing Executive at Virtus Capital @ Virtus Capital
Jon Greenwich, Cpfa®'s Location
Arlington, Virginia, United States, United States
About Jon Greenwich, Cpfa®

Retirement Plan Services:-Certified Plan Fiduciary Advisor®-Independent, Non-Captive-Fiduciary Investment Management-Investment Analysis and Benchmarking -Defined Benefit and Contribution Plans-Open Architecture Platform-Plan RFP and Fee Benchmarking-Service Provider Analysis and Due Diligence-Employee Financial Wellness-Fiduciary and Governance Support -Customized Plan Service Model-ERISA Plan Experts-Pooled Plan Specialists-Fully Customizable Plan DesignsWealth Management-Independent Fiduciary Advisor-Open Architecture Investment Platform -Individualized Investment Advice-Investment Holdings Analysis-Risk-Return Analysis-Asset Allocation Optimization-Financial Planning-Retirement Planning-Estate and Succession Planning-Custom Investment Policy Statements-College Savings Plans-Private Client Website-Consolidated ReportingSecurities License:CRN202112-257111Securities and investment advisory services offered through Osaic Wealth Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic. I am licensed to sell insurance in: DC, MD, VA, WV, & PA. I am a registered representative of and offer securities and investment advisory services through Osaic Wealth, Inc., Member SIPC (www.sipc.org) in CA, DE, FL, GA, MD, TX, & VA. Supervisory address: (11611 N. Meridian Rd., Suite 300 Carmel, IN 46032 Phone 800-421-8260.)

Jon Greenwich, Cpfa®'s Current Company Details
Virtus Capital

Virtus Capital

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Managing Executive at Virtus Capital
Jon Greenwich, Cpfa® Work Experience Details
  • Virtus Capital
    Managing Executive
    Virtus Capital Jan 2022 - Present
    Arlington, Virginia, United States
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  • Gs Consulting
    Managing Partner
    Gs Consulting Jan 2024 - Present
    Washington Dc-Baltimore Area
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  • Royal Alliance Associates
    Financial & Investment Advisor Representative At Royal Alliance Associates
    Royal Alliance Associates Oct 2021 - Present
    Arlington, Virginia, United States
    View
  • Massmutual Greater Washington
    Financial Advisor
    Massmutual Greater Washington Mar 2019 - Jan 2022
    Rockville, Md
    I assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients to help them:-Define personal financial goals-Develop a financial strategy to achieve these goals-Suggest suitable products and solutions based on their tolerance for risk and time-frame-Implement planning strategies and services to help my clients achieve financial success
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  • Van Pelt & Associates, Llc
    Financial Advisor & Investment Advisor Representative
    Van Pelt & Associates, Llc Mar 2019 - Jan 2022
    Rockville, Maryland, United States
    Wealth Management and Investment Advisory ServicesHelping individuals of high net-worth, privately held companies, and organizations accomplish their financial objectives.
  • Royal Alliance Associates
    Investment Advisor & Registered Representative
    Royal Alliance Associates Dec 2018 - Mar 2019
    Tysons Corner, Va
    Helped clients create investment portfolios based off their personal risk and return objectives. Worked closely with individuals and small business to create long-term strategies to protect and accumulate retirement assets.
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  • The Capitol Financial Group, Inc
    Financial Advisor
    The Capitol Financial Group, Inc Dec 2017 - Mar 2019
    Reston, Va
    Financial analyst and consultant. Worked closely with principals to develop estate planning and investment solutions for individuals of high net-worth and closely held companies.

Jon Greenwich, Cpfa® Education Details

Frequently Asked Questions about Jon Greenwich, Cpfa®

What company does Jon Greenwich, Cpfa® work for?

Jon Greenwich, Cpfa® works for Virtus Capital

What is Jon Greenwich, Cpfa®'s role at the current company?

Jon Greenwich, Cpfa®'s current role is Managing Executive at Virtus Capital.

What schools did Jon Greenwich, Cpfa® attend?

Jon Greenwich, Cpfa® attended Georgetown University Mcdonough School Of Business, University Of Maryland, Saint Louis University.

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