Greg Weimer
Chief Executive Officer at Confluence Wealth Services, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Bill Winkeler | M | - |
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Doug F. Rowe | M | - |
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | 14 years |
| Tristan Richardson | M | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | 1 years |
| Karen A. Black | F | 63 |
University of Pittsburgh at Johnstown
| 4 years |
| Nadia Shemine Debri Lovell | F | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | 4 years |
| Betsy Sarah Martinelli | F | - |
University of Pittsburgh at Johnstown
| 4 years |
| Bill Miller | M | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 7 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Greg Weimer
- Personal Network
