About Gregory A Meyer
Greg is an Executive Director and a Senior Portfolio Management Director. As our investment strategist, he creates all portfolios and manages them on an ongoing basis. Mr. Meyer has worked in the wealth management industry for 37 years and is the founder of our group. Greg is a member of the CFA Institute and CFA Chicago. He is also a member of the Board of Directors of The Portfolio Management Institute. He was named a Forbes Best in State Wealth Advisor in 2022, 2021 and 2020. Greg was also named a Five Star Wealth Manager in 2022, 2021, 2020, 2019, 2018, 2017, 2016 and 2015. He holds a B.B.A. in Finance and Investment Banking from the University of Wisconsin, Madison.
Greg and his wife Linda live in Lake Forest, Illinois. He enjoys competitive tennis, skiing, adventure sports and the arts. Mr. Meyer has served as a coach in The American Youth Soccer Organization and Lacrosse America. The Alzheimer’s Association, Habitat for Humanity, National MS Society and Orphans of the Storm are among his favorite philanthropic causes.
Disclosures:
2015-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
2020-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020 - 2022).
Data compiled by SHOOK Research LLC based on a 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, MT, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301138