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You have access to a team of 17 professionals with more than
387 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), 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 shared resources.
Name
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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 |
|
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Senior Portfolio Manager
|
|
|
Vice President & Senior Wealth Management Advisor
|
|
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Client Service
Specialist
|
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Associate Wealth
Advisor
|
|
|
Senior Vice
President - Private Client Advisor
|
|
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Senior Vice
President - Private Client Advisor
|
|
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Receptionist
|
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Administrative
Assistant
|
|
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Portfolio Accountant
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Administrative
Assistant - Event Coordinator
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Trader - Research
Department
|
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Wealth Planning
Advisor
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