CoverProfile

Josh Gregg

Chief Financial Officer & Partner

PeachCap

United States, Georgia, Atlanta

About Me

PeachCap's collaborative client model provides fully integrated tax, accounting and wealth services to families and businesses. Our unique structure partners Tax and Wealth Advisors to work cohesively for clients, maximizing the impact of advice. Clients working with PeachCap have access to a broad set of integrated services, including but not limited to: - Asset Management and Wealth/Retirement Planning - Tax Planning, Strategy, and Preparation - Estate Planning - Bookkeeping and Accounting - Risk Management and Insurance - Specialty Tax Services PeachCap is a CPA Firm, Broker Dealer, and RIA.

Profile Information

Chief Financial Officer & Partner

PeachCap

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

Jul 31, 2024

Work Experience

PeachCap

Chief Financial Officer & Partner
Aug 2014 - Present
Email: josh.gregg@peachcap.com

More profiles to browse

Profile Photo
Eric Burnette
President & Chief Executive Officer
Profile Photo
Edward Kim
Chief Investment Officer / Head of Fixed Income Trading
KH
Karen Holt
Wealth Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc