|
You have access to a team of 18 professionals with more than
345 years of industry experience and an average tenure
of more than 15 years with Haberer.
The Haberer Team of professionals include Certified Financial Analysts (CFAs), Certified Financial Planners (CFPs), MBAs, and a CPA. Every client is assigned a primary two-person team, so you receive the amount of time you want and have access to the wealth of expertise available through our sd resources.
Name
|
Title
|
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CEO - Founder
- Private Client Advisor
|
|
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President -
CIO
|
|
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Senior Vice
President, CCO
|
| Gregory
A. Smith (Greg) |
Senior Vice President & Director
of Private Client Services |
Client Services Team
|
Name |
Title |
|
|
Senior Portfolio Manager
|
|
|
Vice President & Senior Wealth Management Advisor
|
|
|
Client Service
Specialist
|
|
|
Associate Wealth
Advisor
|
|
|
Senior Vice
President - Private Client Advisor
|
|
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Senior Vice
President - Private Client Advisor
|
|
|
Receptionist
|
|
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Administrative
Assistant
|
|
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Portfolio Accountant
|
|
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Administrative
Assistant - Event Coordinator
|
| Kristy O'Brien |
Vice President - Private Client Advisor |
|
|
Trader - Research
Department
|
|
|
Wealth Planning
Advisor
|
|
