Greg Lonczak, CFP®

Director, Private Client Group

Greg has been with Clearstead since 2008, and became a Partner in 2017.  Greg is responsible for providing integrated wealth management solutions to a select group of Clearstead families.  He has been a leader in the development and implementation of Clearstead’s extensive income tax, wealth transfer, and investment program for principals of private equity and venture capital firms; with specific expertise in the effective estate transfer of their carried interests in investment funds.   

Prior to joining Clearstead in 2008, Greg spent 5 years at a boutique investment manager as a Portfolio Manager and supporting a wide array of business operations.  Greg is a graduate of The Ohio State University’s Fisher College of Business, with a BBA in Finance.  Greg holds the Certified Financial Planner designation.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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