|
You have access to a team of 17 professionals with more than
360 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
|
|
|
CEO - Founder
- Private Client Advisor
|
|
|
President -
CIO
|
|
|
Senior Vice
President, CCO
|
| Gregory
A. Smith (Greg) |
Senior Vice President & Director
of Private Client Services |
Client Services Team
|
Name |
Title |
|
|
Client Service
Specialist |
|
|
Associate Wealth
Advisor |
|
|
Senior Vice
President - Private Client Advisor |
|
|
Senior Vice
President - Private Client Advisor |
|
|
Receptionist |
|
|
Administrative
Assistant |
|
|
Vice President
- Private Client Advisor & Wealth Planner |
|
|
Portfolio Accountant |
|
|
Administrative
Assistant - Event Coordinator |
| Kristy O'Brien |
Vice President - Private Client Advisor |
|
|
Trader - Research
Department |
|
|
Portfolio Accountant |
|
|
Wealth Planning
Advisor |
|
