CoverProfile

Brent Horvath

Senior Director, Wealth Management Services

Gries Financial

United States, Ohio, Cleveland

About Me

Brent Horvath works closely with Gries Financial clients on all aspects of personal and family financial planning. This includes retirement planning, estate planning, tax planning, and asset allocation. Prior to joining Gries Financial in 2003, he was an Investment Consultant at Charles Schwab. Brent has a B.B.A. in Finance from Ohio University with a minor in History and is a Certified Financial Planner (CFP). He is a member of the Financial Planning Association, the Estate Planning Council of Cleveland and is an alumnus of the Cleveland Bridge Builders program. Brent also serves as the Treasurer of The Center for Principled Family Advocacy and S.T.A.R.T. (Support To At-Risk Teens), and

View more

Profile Information

Senior Director, Wealth Management Services

Gries Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

Jul 24, 2024

More profiles to browse

MD
Mary Doherty
Portfolio Manager
Profile Photo
Jared Gruszczynski
Director, Wealth Management Services
KJ
Kris Jarosz
Senior Director, Research & Portfolio Management
RH
Rob Herman
Managing Principal and Board of Managers

You Might Like

SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
PM
Prtima MISHRA1
Software Engineer
PA TEST