What is Greg Lonczak Cfp email address?

Greg Lonczak Cfp's primary email address is ********@clearstead.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Greg Lonczak Cfp work for?

Greg Lonczak Cfp is a Managing Director at Clearstead Advisors, LLC, a company specializing in Functions related to depository banking.

Where Greg Lonczak Cfp graduated from?

Greg Lonczak Cfp holds a degree in Accounting And Finance from Fisher College of Business.

How can I directly contact Greg Lonczak Cfp?

To contact Greg Lonczak Cfp directly, you can use the email address ********@clearstead.com. Complete contact information is available upon registration with Muraena.

Who is Greg Lonczak Cfp?

Greg Lonczak is a seasoned financial professional with over 15 years of experience in the banking sector, currently serving as the Managing Director of the Private Client Group at Clearstead. His role involves overseeing comprehensive client services that include tax, investment, and family office services, showcasing his commitment to personalized financial management. Greg's educational background from prestigious institutions like The Ohio State University and The University of Chicago equips him with a solid foundation in accounting and wealth management. His leadership in a mid-sized firm reflects his ability to navigate complex financial landscapes while maintaining strong client relationships. Known for his strategic thinking and problem-solving skills, he is dedicated to enhancing client experiences through tailored financial solutions. Greg's passion for finance is evident in his long-term tenure at Clearstead, where he has significantly contributed to the firm’s growth and client satisfaction. Outside of work, he is likely to engage in community initiatives, given his extensive experience in client services. His professional journey highlights a blend of technical expertise and leadership acumen that sets him apart in the financial industry.