Greg Lonczak, CFP®
Senior Managing Director, Private Client Group
Greg is a Partner and Senior Managing Director of Clearstead. In his role, Greg advises affluent individuals and multi-generational families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, family education, and family office management. Greg is a senior leader at the firm, playing an integral role 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. Greg also provides thought leadership on the firms’ use and recommendation of illiquid alternative investments (private equity, debt, real estate, and hedge funds) within a family’s investment portfolio and estate plan structure.
Prior to joining Clearstead in 2008, Greg spent five years at a boutique investment management firm on Cleveland’s west side. During his tenure, Greg served in a wide array of capacities, including managing the portfolio design and rebalancing of client accounts and researching investment managers and strategies. Greg is a graduate of The Ohio State University’s Fisher College of Business, with a BBA in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has participated in executive education programs in wealth management at the University of Chicago Booth School of Business, learning to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Blog – Five Financial Considerations for the New School Year
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114