Profile
Mr. Stanley Gregor is a Chief Executive Officer at Summit Financial LLC.
Mr. Gregor is a Senior Executive with over 30 years of experience.
He has operated in Banking, Private Wealth Management, Investment Management, Fiduciary Trust Services, Fixed Income Trading, Investment Banking, Retirement Services, Insurance, Financial Planning and Public Finance.
He has been involved in acquiring and integrating some of the largest and most complicated Banking, Wealth Management, Insurance and Capital Markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and share holder value.
Mr. Gregor was the Founder and Co-Chief Executive Officer of Cantor Fitzgerald Wealth Partners (CFWP).
Prior to joining Cantor Fitzgerald, he was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets.
He provided executive leadership to the Eastern U.S.
Markets and headed up the Wealth Insurance Division overseeing: The Private Bank, Wealth Brokerage, Investment Management, Fiduciary Trust Services, Financial Planning and Insurance.
Prior to Wachovia, Mr. Gregor was Chief Executive Officer of Commerce Capital Markets where he directed Private Wealth Management, Brokerage, Asset Management, Fixed Income Trading, Derivatives, Investment Banking, Retirement Services, Insurance and Public Finance.
He was also the Chief Executive Officer of Quick and Reilly(Q&R)and was one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory Company.
Q&R was acquired by Bank of America, he stayed on as co-Chief Executive Officer of Bank of America Investment Services until 2005.
Over the nearly decade at Citigroup, he has several senior executive level roles leading different divisions including Consumer Banking, Private Wealth Management and Citigroup as Northeast Group Executive Vice President.
Stan Gregor active positions
| Companies | Position | Start |
|---|---|---|
Summit Financial LLC
 Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Chief Executive Officer | 30/11/2018 |
Former positions of Stan Gregor
| Companies | Position | End |
|---|---|---|
Summit Equities, Inc.
 Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Chief Executive Officer | 30/11/2018 |
Cantor Fitzgerald Wealth Partners LLC
 Cantor Fitzgerald Wealth Partners LLC Investment ManagersFinance Part of Cantor Fitzgerald LP, Cantor Fitzgerald Wealth Partners LLC provides investment advice. The company is based in New York, NY. The CEO of the company is Shawn Peter Matthews. | Chief Executive Officer | 27/11/2016 |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Corporate Officer/Principal | - |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Cantor Fitzgerald Wealth Partners LLC
Cantor Fitzgerald Wealth Partners LLC Investment ManagersFinance Part of Cantor Fitzgerald LP, Cantor Fitzgerald Wealth Partners LLC provides investment advice. The company is based in New York, NY. The CEO of the company is Shawn Peter Matthews. | Finance |
Summit Equities, Inc.
Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Finance |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
Summit Financial LLC
Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Finance |
- Stock Market
- Insiders
- Stan Gregor
