Chief Strategy Officer
Wealthspire Advisors
Greg Friedman served as the founder and CEO of Private Ocean until the firms’ acquisition by Wealthspire Advisors, where Friedman currently serves as the Chief Strategy Officer. In 1991, Friedman established Friedman & Associates, a nationally recognized wealth management firm, and in 2002, Friedman founded Junxure, a technology platform for delivering premium client service. Friedman was also recognized in InvestmentNews' 2017 Class of Icons and Innovators, was named CEO of the Year at the WealthManagement.com Industry Awards in 2018, and was honored as a ThinkAdvisor Luminary in 2021. Friedman has also written several books for financial advisors and leaders.
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Tuesday, December 13, 2022
12:30 PM – 1:30 PM PDT