Greg Davis

Partner - Senior Wealth Advisor @Clearwater Capital Partners

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2015 — Present

Partner - Senior Wealth Advisor @Clearwater Capital Partners

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Chicago, IL, US

Serves as a primary fiduciary for high net worth clients- Coordinates the delivery of customized financial planning solutions for individuals and families- Member of CCP\'s Investment Policy Committee which drives investment strategy for the firm\'s clients

EDUCATION

N/A

DePaul University - Charles H. Kellstadt Graduate School of Business

MBA

N/A

Gies College of Business - University of Illinois Urbana-Champaign

BS

ABOUT GREG DAVIS

Greg Davis is a Senior Wealth Advisor and Senior Partner at Clearwater Capital Partners…

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