Greg Dupée
- Role
- Senior Vice President - Wealth Management, Aif, Gfs, Awm at Janney Montgomery Scott LLC
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Greg Dupée
My group within Janney Montgomery Scott applies a broad mix of institutional-level…
Experience
Senior Vice President - Wealth Management, Aif, Gfs, Awm
Aug 2015 — Present
Beginning with an in-depth discovery process we listen to exactly what our clients expect to accomplish - for their organization or personally. We then put together a creative solution based on time-tested strategies. Our commitment to you does not stop there. On an ongoing basis, we communicate regularly to review progress against stated goals and make changes to portfolios based on market conditions or corporate & life events.\\\\n\\\\n2018 National Association of Plan Advisors - Top Defined Contribution Advisor Teams\\\\n2017 Financial Times - Top 401 Retirement Plan Advisors in the United States\\\\n2016 Financial Times - Top 401 Retirement Plan Advisors in the United States\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Skills
- Policy
- Fundraising
- Employee Benefits
- Management
- Leadership
- Portfolio Management
- Nonprofit Organizations
- Mutual Funds
- Budgets
- Nonprofits
- Risk Management
- Insurance
- Program Management
- Wealth Management
- Investments
- Public Speaking
- Financial Analysis
- Financial Advisory
- Non-Profits
- Finance
- Asset Allocation
- Strategic Planning
- Strategy
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