![Greg Bitz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Gestor de Cartera-Acciones | 01/01/2016 |
Antiguos cargos conocidos de Greg Bitz.
| Empresas | Cargo | Fin |
|---|---|---|
Metropolitan Financial Group, Inc.
 Metropolitan Financial Group, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Experiencias
Funciones ocupadas
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Empresas cotizadas
Empresas privadas
Relaciones
5
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Finance |
Metropolitan Financial Group, Inc.
Metropolitan Financial Group, Inc. Investment ManagersFinance Provides investment advice | Finance |
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