Greg Davis
InvestorSenior Partner / Senior Wealth Advisor at Clearwater Capital Partners
Greater Chicago Area
Find your path to Greg
158 people in our graph share verified history with Greg — schools, employers, funds. One of them is your warm intro.
BradunlockedGreg: together at DePaul Driehaus College of Business
×2Greg: together at DePaul Driehaus College of Business
×8Greg: together at Gies College of Business - University of Illinois Urbana-Champaign
Greg: together at Clearwater Capital Partners
About
Brings global experience across capital markets, private banking, trust administration, and multi-generational wealth management to guide families through complex financial decisions.
Experience
- Clearwater Capital PartnersSenior Partner - Senior Wealth Advisorcurrent2015 — presentGreater Chicago Area
- BMO Harris Private BankingDirector - Wealth Advisor2006 — 2015Barrington, IL
- JP MorganVice President - Senior Trust Advisor2000 — 2006Winnetka, Illinois
- First Chicago/ Bank One - Capital MarketsVice President / Assistant Chief Dealer1994 — 2000Chicago, Illinois
- First Chicago/ Bank One - Capital MarketsInterim Chief Dealer1998Greater Chicago Area
- First Chicago/ Bank One - Capital MarketsSenior Dealer - European Shift1989 — 1994Greater Chicago Area
- 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
Adam B. Blitz
Executive Officer at Clearwater Capital Partners
Adam Eggebrecht
Executive Officer at Clearwater Capital Partners
Andrea L. Patterson
Operations Specialist at Clearwater Capital Partners
Andrew Holland
Executive Officer at Clearwater Capital Partners
Bradley Dobson
Executive Officer at Clearwater Capital Partners
Brian Lease
Executive Officer at Clearwater Capital Partners
Carter R. King
Retirement Plan Consultant at Clearwater Capital Partners
Conor A. Durkin
Financial Planner 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
Also attended Gies College of Business - University of Illinois Urbana-Champaign89
Noor NijjerHead of Investor Relations at Sierra VenturesLee ShapiroPartner at 7wire VenturesDenise KnoppingVP of People at Longitude CapitalFernando CarranzaSenior Principal at Chingona VenturesChris BozzettiController at Energize VenturesJennifer MitrengaVenture Partner at Audere Capital
+ 83 more
Also attended DePaul Driehaus College of Business29
BradAdvisor at Clear VenturesKarthik ChakkarapaniInvestor at Foundation CapitalShane SmithVice President at Endeavour CapitalRyan McCrackanPrincipal at Yamaha Motor VenturesChonlathit JittachalothornController at 645 VenturesRobert AlexanderSenior Associate, Management Company Finance at Adams Street Partners
+ 23 more
Shared employers
Also worked at BMO Harris Private Banking2
Also worked at JP Morgan1,289
Cat WuInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)Akshat GoenkaInvestor at Moonfire VenturesNaseem MoumeneVice President at Northzone, investing across complex and fragmented industries undergoing fundamental shiftsFranklin BiGeneral Partner at Pantera CapitalMegan LightcapPartner, Creator Fund at Slow Ventures
+ 1,283 more