Gavin T. Gleason

Role
President & CEO Financial Advisor at The Gleason Group
Location
Louisville, KY, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Gavin T. Gleason

We provide financial life management, family office and lifestyle services to high net…

Experience

  1. President & CEO Financial Advisor

    The Gleason Group

    Present

Education

  • The Wharton School

    Executive Leadership Program

    2014 — 2017

  • Miami University

    Bachelor of Science, Accounting, Minor in Marketing

    1993 — 1997

Skills

  • Cpa
  • Financial Services
  • Strategic Planning
  • Financial Planning
  • Portfolio Management
  • Investments
  • High Net Worth Individuals
  • Finance
  • Wealth Management
  • Risk Management
  • Financial Analysis
  • Retirement Planning
  • Leadership
  • Insurance
  • Consulting
  • Financial Advisory
  • Management
  • Customer Service
  • Marketing

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Gavin T. Gleason — President & CEO Financial Advisor at The Gleason Group in Louisville, KY, US | Unifers