Greg Weimer
Amministratore Delegato presso Confluence Wealth Services, Inc.
Profilo
Mr. Gregory J.
Weimer is a Chief Executive Officer at Confluence Wealth Services, Inc.
His career began when he joined Butcher & Singer as a financial advisor.
He moved to CNL Securities Corporation in 1989 and to American Funds in 1993, where he became a senior vice president and served on the board of directors.
He earned his business degree at the University of Pittsburgh, with concentrations in computer science and math.
Additionally, he also holds Series 7, 24, 26, 63, and 65 professional licenses.
Posizioni attive di Greg Weimer
| Società | Posizione | Inizio |
|---|---|---|
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Amministratore Delegato | 01/11/2013 |
Precedenti posizioni note di Greg Weimer
| Società | Posizione | Fine |
|---|---|---|
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | Corporate Officer/Principal | 01/10/2012 |
Formazione di Greg Weimer
| University of Pittsburgh at Johnstown | 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 | 2 |
|---|---|
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | Finance |
Confluence Wealth Services, Inc.
Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Finance |
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