Wintrust Wealth Management competitors

Senior financial services executive with a truly global perspective and outstanding relationship management and business development skills coupled with an excellent operations and technology background. A leader with a strong record of success in driving growth and innovative initiatives through product, service, and technology development, new ventures, and strategic partnerships. A history of success in high impact roles at top-tier financial services firms in asset management and institutional servicing markets. A structured problem solver, collaborative leader, strong relationship builder, and effective influencer adept at communicating complex ideas in a clear, action-oriented manner.

Stan Gregor is CEO of Summit Financial. As a senior executive with over 30 years of experience, Stan 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. Stan 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 shareholder value. Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners. Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. Prior to Wachovia, Stan was CEO 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. Subsequently, Stan was CEO of Quick and Reilly(Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory company. When Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005. Over the nearly decade at Citigroup, Stan had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President.

Ruediger "Rudy" Adolf is an Austrian-born American business executive. He is the founder, Chief Executive Officer and Chairman of Focus Financial Partners, an international partnership of independent and fiduciary wealth management firms. In 2017, Focus’s CEO Rudy Adolf was named to the list of Icons & Innovators by InvestmentNews, honoring visionaries who have shaped and transformed the financial advice profession.