Green Square Wealth Management
Green Square Wealth Management is a multi-family office servicing over 120 families, institutions, and endowments across the United States managing over $6 billion in assets. We focus on controlling the dichotomy between risk and return, as well as the ancillary factors outside the portfolio, to create long-term wealth and peace of mind. For additional information and disclosures please visit https://greensquareco.com/
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Verified contacts
6
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10
11 to 50 range
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3
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- EG
Elizabeth Gordon
Managing Director, Senior Investment Advisor · Finance & Accounting
EmailPhone - MP
Mallory Podesta
Managing Director, Senior Investment Advisor · Finance & Accounting
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Woodson C. Whitehead
Partner · General Business & Management
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Showing 3 of 6 verified contacts
Top roles at Green Square Wealth Management
3 distinct titles indexed · top 3 shown.
- 2managing director, senior investment advisor
- 1investment advisor
- 1partner
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