Gregory P. Althans, CPA/PFS, CFP®
SMD and Chief Wealth Strategist, Private Client Group
Greg has been a co-leader of the Private Client Group at Clearstead since the group was formed in 2010. Greg’s areas of expertise include: Wealth Management counseling, estate and income tax planning, and constructing tailored asset allocation policy and strategies for affluent individuals and their families. Greg also is a member of the Management Committee and The Investment Research Committee.
After graduating from The College of William & Mary with a BBA in Accounting degree, Greg pursued his interest in personal finance with a career spanning more than thirty-five years with Price Waterhouse, Fairport Asset Management, and Clearstead. At Price Waterhouse, he was the director of their Personal Financial Services practice and was a member of their national team that was the first of the “Big 8” to register with the SEC as an investment advisor. At Fairport, Greg was part of the executive group that successfully integrated several firms into today’s Fairport. Greg served as their Chief Investment Officer. Greg is a CPA, a licensed Certified Financial Planner and has presented to numerous organizations, including the Cleveland Financial Executives Institute, Ohio Society of CPAs, NEO Financial Planning Association, and various financial education seminars for multiple Fortune 500 companies.
Greg was an integral part of the Center for Families and Children, serving as a Board Member from 2003 thru 2015 and Treasurer for most of that period. He was the Center’s Family First Award winner in 2009. He also sits on the planned giving committee of University School (an all-boys day school in Cleveland) and recently served on the Board of SPEA as Treasurer. He currently serves on the Board of Urban Squash Cleveland, the Board of Friends of Breakthrough Schools, and recently was invited to become a member of the Alpha Group, a group of thought leaders from the wealth management industry from across the country.
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