Greg Weimer

Chief Executive Officer at

Confluence Wealth Services, Inc.

Finance

Consumer Services

Profile

Mr. Gregory J.
Weimer is a Chief Executive Officer at Confluence Wealth Services, Inc. His career began when he joined Butcher & Singer as a financial advisor.
He moved to CNL Securities Corporation in 1989 and to American Funds in 1993, where he became a senior vice president and served on the board of directors.
He earned his business degree at the University of Pittsburgh, with concentrations in computer science and math.
Additionally, he also holds Series 7, 24, 26, 63, and 65 professional licenses.

Greg Weimer active positions

Companies	Position	Start
Confluence Wealth Services, Inc. Confluence Wealth Services, Inc. Investment ManagersFinance Confluence seeks to create broadly diversified portfolios that provide exposure to companies across multiple sectors of the economy. The firm utilizes multiple third-party research providers when analyzing companies and is generally looking to hold the companies in which they invest for multiple years. Ideally, they are seeking to invest in companies whose stock prices reflect a lower expectation by the market of their future success than they believe they will achieve.	Chief Executive Officer	31/10/2013

All active positions of Greg Weimer

Former positions of Greg Weimer

Companies	Position	End
Capital Client Group, Inc. Capital Client Group, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	30/09/2012

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Linked companies

Private companies	3
Capital Client Group, Inc. Capital Client Group, Inc. Investment ManagersFinance Provides investment advice	Finance
University of Pittsburgh at Johnstown University of Pittsburgh at Johnstown Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Confluence Wealth Services, Inc. Confluence Wealth Services, Inc. Investment ManagersFinance Confluence seeks to create broadly diversified portfolios that provide exposure to companies across multiple sectors of the economy. The firm utilizes multiple third-party research providers when analyzing companies and is generally looking to hold the companies in which they invest for multiple years. Ideally, they are seeking to invest in companies whose stock prices reflect a lower expectation by the market of their future success than they believe they will achieve.	Finance