Greg Lonczak, CFP®
Managing 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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114