Kevin Greiss

Kevin Greiss

Senior Wealth Manager
Greenwich, Connecticut, United States

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Work Experience

BNY Mellon Wealth Management

Senior Wealth Manager

2021-10-01 - Present

Northern Trust

Senior Portfolio Manager

2012-07-01 - 2021-10-01

Front Barnett Associates LLC

Portfolio Administrator

1999-01-01 - 2004-01-01

The Boston Company

Trust Administrator

1997-01-01 - 1999-01-01

Skills

wealth management investment management wealth estate planning private banking endowments & foundations family office services planned giving services global custody generational wealth transfer business transitions

Languages

English