Chip Greer
Portfolio Manager-Equities at Sheeley & Partners Wealth Management LLC
Profile
Mr. George A.
Greer is an Investment Advisor at Sheeley & Partners Wealth Management LLC.
He has spent a decade crafting investment portfolios and building financial plans for individuals, families and businesses.
Prior to joining Navigator Investments (now Sheeley & Partners Wealth Management), Mr. Greer began his work as an investment professional for A.G.
Edwards and Sons and Wachovia Securities.
Most recently he was a financial advisor at Arlen Corporation, where he served on the investment committee.
He received his BA degree from the University of Rhode Island and a MFA graduate degree from the University of North Carolina at Chapel Hill.
Chip Greer active positions
| Companies | Position | Start |
|---|---|---|
Sheeley & Partners Wealth Management LLC
 Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations. | Portfolio Manager-Equities | 30/09/2009 |
Former positions of Chip Greer
| Companies | Position | End |
|---|---|---|
| Wachovia Securities, Inc. | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Arlen Corp.
 Arlen Corp. Auto Parts: OEMProducer Manufacturing Arlen Corp. provides financial products and services. The company was founded on September 27, 1988 and is headquartered in Warwick, RI. | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Training of Chip Greer
| University of Rhode Island | Undergraduate Degree |
| The University of North Carolina at Charlotte | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Sheeley & Partners Wealth Management LLC
Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Arlen Corp.
Arlen Corp. Auto Parts: OEMProducer Manufacturing Arlen Corp. provides financial products and services. The company was founded on September 27, 1988 and is headquartered in Warwick, RI. | Producer Manufacturing |
| Wachovia Securities, Inc. | Finance |
- Stock Market
- Insiders
- Chip Greer
