Haberer Team
Management Team
Name |
Title |
Years of Experience |
Years with Haberer |
|
CEO - Founder - Private Client Advisor
|
37 |
33 |
|
President - CIO |
27 |
7 |
|
Senior Vice President, CCO |
28 |
28 |
| Gregory
A. Smith (Greg) |
Senior Vice President & Director of Private Client Services |
23 |
4 |
Client Services Team
Name |
Title |
Years of Experience |
Years with Haberer |
|
|
Senior Portfolio Manager
|
9
|
2
|
|
|
Vice President & Senior Wealth Management Advisor
|
15
|
2
|
|
|
Client Service Specialist
|
27
|
27
|
|
|
Associate Wealth Advisor
|
21
|
21
|
|
|
Senior Vice President - Private Client Advisor
|
25
|
15
|
|
|
Senior Vice President - Private Client Advisor
|
29
|
24
|
|
|
Receptionist
|
23
|
21
|
|
|
Administrative Assistant
|
|
11
|
|
|
Portfolio Accountant
|
20
|
10
|
|
|
Administrative Assistant - Event Coordinator
|
25
|
12
|
|
|
Trader - Research Department
|
23
|
23
|
|
|
Wealth Planning Advisor
|
27
|
27
|
|
|
