Profil
Mr. Gregory A.
Bitz is a Senior Wealth Advisor at WBH Advisory, Inc. He joined WBH Advisory in 2016.
For the 20 preceding years, he was the owner and president of Metropolitan Financial Group, Inc., an investment advisory firm located in Chevy Chase, Maryland.
He attained a Bachelor’s Degree from a regionally accredited United States college or university.
He has held the designation of Chartered Financial Consultant since 1997.
Aktive Positionen von Greg Bitz
| Unternehmen | Position | Beginn |
|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Portfolio Manager-Aktien | 01.01.2016 |
Ehemalige bekannte Positionen von Greg Bitz
| Unternehmen | Position | Ende |
|---|---|---|
Metropolitan Financial Group, Inc.
 Metropolitan Financial Group, Inc. Investment ManagersFinance Metropolitan Financial Group, Inc. provides investment advice. The private company is based in Washington. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
Metropolitan Financial Group, Inc.
Metropolitan Financial Group, Inc. Investment ManagersFinance Metropolitan Financial Group, Inc. provides investment advice. The private company is based in Washington. | Finance |
