Profilo
Gregory Plechner worked as a Senior Wealth Manager at Greenbaum & Orecchio, Inc. and as a First Vice President at Smith Barney Asset Management.
He also worked as an Assistant Vice President at Prudential Securities.
Plechner's most recent job was as a Principal & Wealth Manager at Modera Wealth Management LLC, where he worked from 2011 to 2018.
He received an undergraduate degree from The State University of New York.
Precedenti posizioni note di Greg Plechner
| Società | Posizione | Fine |
|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Gestore di Portafoglio-Azioni | 04/05/2018 |
Greenbaum & Orecchio, Inc.
 Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Gestore di Portafoglio-Azioni | 31/12/2008 |
| Prudential Securities | Corporate Officer/Principal | - |
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Formazione di Greg Plechner
| The State University of New York | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
| Prudential Securities | Finance |
| Smith Barney Asset Management | Finance |
Greenbaum & Orecchio, Inc.
Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
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