Greg Friedman
Founder at Private Ocean LLC
Greg Friedman active positions
| Companies | Position | Start | End |
|---|---|---|---|
Salient-Friedman Wealth Management LLC
 Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | President | 2009-05-18 | - |
| Golden Gate University | Corporate Officer/Principal | 2010-07-18 | - |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Investment Committee Member | 2009-04-30 | - |
| Founder | 2009-04-30 | - | |
| Portfolio Manager-Equities | 2009-04-30 | - | |
| Chief Executive Officer | 2009-04-30 | 2021-12-31 | |
| President | 2009-04-30 | 2021-12-31 |
Career history of Greg Friedman
Former positions of Greg Friedman
| Companies | Position | Start | End |
|---|---|---|---|
| Wealth Management Advisors, Inc. (California) | Founder | 1990-12-31 | 2008-12-30 |
| President | 1990-12-31 | 2008-12-30 | |
| Cigna Financial Institution Services | Corporate Officer/Principal | - | - |
| Your Silver Bullet LLC | Founder | 2010-07-18 | - |
CRM Software LLC
 CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Founder | 2000-12-31 | - |
| President | 2000-12-31 | - |
Training of Greg Friedman
| Golden Gate University | Graduate Degree |
| University of California San Diego | Undergraduate Degree |
Statistics
International
| United States | 9 |
Operational
| Founder | 4 |
| President | 4 |
| Corporate Officer/Principal | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
| Cigna Financial Institution Services | |
CRM Software LLC
CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Technology Services |
| Wealth Management Advisors, Inc. (California) | Finance |
Salient-Friedman Wealth Management LLC
Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | Finance |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Finance |
| Your Silver Bullet LLC |
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