Greg Martik
Präsident bei Valley Brook Capital Group, Inc.
Profil
Mr. Gregory J.
Martik is a President at Valley Brook Capital Group, Inc. He has a combined more than 35 years of experience working in the financial industry.
Before co-founding Valley Brook Capital Group, Mr. Martik worked in the Private Client branch of Charles Schwab, focusing on high net worth individuals.
He earned a Bachelor’s degree from California State College in 1982, and earned his certification with the Certified Financial Planning Board in 1989.
Aktive Positionen von Greg Martik
| Unternehmen | Position | Beginn |
|---|---|---|
Valley Brook Capital Group, Inc.
 Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Präsident | 01.10.2004 |
Ausbildung von Greg Martik
| University of Pennsylvania | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Finance |