Sally Gries founded Gries Financial in 1978 as a single family office. She began her financial services career in the late 1960’s at Goodbody & Company in Philadelphia in municipal bonds and has also worked as an investment banker and a venture capitalist during her career. She is on the investment committee of several large institutions. Sally is the Chairperson of the Board of Directors of the Cleveland Foundation and a trustee of Holden Forest and Gardens. In addition, she is a Life Trustee of Hawken School and Trustee Emeritus of Case Western Reserve University. She has a B.A. from Northwestern University and has the Certified Financial Planner (CFP) designation.
Sally Gries
Owner & Founder
Gries Financial
United States, Ohio, Cleveland
About Me
Profile Information
Owner & Founder
Gries Financial
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Cleveland
Ohio
United States
Jul 23, 2024
More profiles to browse
RH
Rob Herman
Managing Principal and Board of Managers
KJ
Kris Jarosz
Senior Director, Research & Portfolio Management
JP
Jeff Palmer
Managing Partner & Executive Director, Integration Strategy
EB
Ed Bell
Chairman, Owner and President
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation