Greg Bitz

Gestor de Cartera-Acciones en WBH Advisory, Inc. .

Finance

Perfil

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.

Cargos activos de Greg Bitz

Empresas	Cargo	Inicio
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.	Gestor de Cartera-Acciones	01/01/2016

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Empresas	Cargo	Fin
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	-

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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