Stan Gregor Email & Phone Number

As a senior executive with over 30 years of experience, I've operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning and public finance. I've been involved in acquiring and integrating some of the largest and most complicated banking, wealth management, insurance, and capital markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and shareholder value.At Summit Financial, I apply these decades of financial services experience every day to ensure our firm continues to fully align client and advisor needs. Through SummitVantage, our fully integrated suite of advisor resources, we create legacy partnerships with leading advisors looking for full support--and full flexibility--to thrive in a crowded market.Prior to Summit, I was the founder and co-CEO of Cantor Fitzgerald Wealth Partners. Prior to joining Cantor Fitzgerald, I was the Head of Wells Fargo Wealth Management-Eastern US Markets and President of Wachovia Wealth Markets. Prior to Wachovia, I was CEO of Commerce Capital Markets, where I directed private wealth management, brokerage, asset management, fixed income trading, derivatives, investment banking, retirement services, insurance, and public finance.Subsequently, I was CEO of Quick and Reilly(Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory company. When Q&R was acquired by Bank of America, I stayed on as co-CEO of Bank of America Investment Services until 2005.Over the nearly decade at Citigroup, I had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President.

Listed skills include Portfolio Management, Series 63, Investments, Asset Allocation, and 5 others.