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Greg Davis

Investor

Senior Partner / Senior Wealth Advisor at Clearwater Capital Partners

Greater Chicago Area

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About

Brings global experience across capital markets, private banking, trust administration, and multi-generational wealth management to guide families through complex financial decisions.

Experience

  1. Clearwater Capital PartnersSenior Partner - Senior Wealth Advisorcurrent2015 — presentGreater Chicago Area
  2. BMO Harris Private BankingDirector - Wealth Advisor2006 — 2015Barrington, IL
  3. JP MorganVice President - Senior Trust Advisor2000 — 2006Winnetka, Illinois
  4. First Chicago/ Bank One - Capital MarketsVice President / Assistant Chief Dealer1994 — 2000Chicago, Illinois
  5. First Chicago/ Bank One - Capital MarketsInterim Chief Dealer1998Greater Chicago Area
  6. First Chicago/ Bank One - Capital MarketsSenior Dealer - European Shift1989 — 1994Greater Chicago Area
  7. Eurowien Ltd.Foreign Exchange Broker1987 — 1989Vienna, Austria and Budapest, Hungary

Skills & more

Wealth Management ServicesInvestment AdvisoryRetirement PlanningTime ManagementTrusts

Languages German

  • CERTIFIED FINANCIAL PLANNER™ Professional — CFP Board
  • Illinois Department of Insurance - Producer — Illinois Department of Insurance
  • Certified Trust and Financial Advisor (CTFA) — American Bankers Association

From Greg's professional profile.

Colleagues at Clearwater Capital Partners

Andrea L. Patterson
Operations Specialist at Clearwater Capital Partners
Carter R. King
Retirement Plan Consultant at Clearwater Capital Partners
Conor A. Durkin
Financial Planner at Clearwater Capital Partners
Danuta Garb
Assistant Controller at Clearwater Capital Partners
Hayley E. Holmes
Communications and Marketing Specialist at Clearwater Capital Partners
Hunter Sims
Global Wealth Strategist at Clearwater Capital Partners
Jacob M. Clark
Wealth Advisor, Family Office Services at Clearwater Capital Partners
James Chapman
Partner / Chief Innovation Officer / Senior Wealth Advisor at Clearwater Capital Partners

Frequently asked questions

Who is Greg Davis?
Brings global experience across capital markets, private banking, trust administration, and multi-generational wealth management to guide families through complex financial decisions.
Where does Greg Davis work?
Greg Davis is Senior Partner / Senior Wealth Advisor at Clearwater Capital Partners.
Where did Greg Davis go to school?
Greg Davis studied at Gies College of Business - University of Illinois Urbana-Champaign (BS, Finance with Honors); DePaul Driehaus College of Business (MBA, Finance with Distinction).

Same school

Shared employers