Select Page

About Us

WE WROK HARD TO EXCEED YOUR EXPECTATIONS

Our Story

CGries Financial Partners (GFP) provides the highest level of conflict-free investment and wealth management counsel to a high net worth and institutional audience. As an independent, fee-based Registered Investment Advisor, Gries Financial Partners has been managing client assets globally with integrity, objectivity and service intensity since 1978. Disciplined and sophisticated in its process, Gries Financial Partners stands apart from its peers.

All
Client Service
Investments
Leadership
Operations
Wealth Management
Ed Bell
President
Ed Bell

President

216 861-1148
Cleveland
Jeff Palmer
Managing Partner
Jeff Palmer

Managing Partner

Rob Herman
Managing Partner, CIO, Day Hagan Logix
Rob Herman

Managing Partner, CIO, Day Hagan Logix

513 861-2000
Cincinnati Office
Lauren Rich Fine, CFA
Partner
Lauren Rich Fine, CFA

Partner

216 861-1148
Cleveland
Ken Brodkowitz
Partner, Chief Investment Officer
Ken Brodkowitz

Partner, Chief Investment Officer

216 861-1148
Washington
Brent Horvath
Partner, Senior Wealth Advisor
Brent Horvath

Partner, Senior Wealth Advisor

216 861-1148
Cleveland
Kris Jarosz
Partner, Research Director
Kris Jarosz

Partner, Research Director

216 861-1148
Cleveland
Sally Gries
Founder
Sally Gries

Founder

216 861-1148
Cleveland
Steve Zimmerman
Research Manager
Steve Zimmerman

Research Manager

216-861-1148
Cincinnati Office
Jon Hoelscher
Senior Wealth Advisor
Jon Hoelscher

Senior Wealth Advisor

Jon Hoelscher partners with clients, and those most important to them, to plan and execute on their personal and family financial goals. His areas of focus include retirement, estate, tax, charitable and investment planning. Prior to joining Gries Financial Partners,

216-861-1148
Cincinnati Office
Mary Ann Doherty
Portfolio Manager
Mary Ann Doherty

Portfolio Manager

216 861-1148
Cleveland
Elizabeth Griffiths
Wealth Manager
Elizabeth Griffiths

Wealth Manager

216 861-1148
Vanessa Mavec King
Client Wealth Advisor
Vanessa Mavec King

Client Wealth Advisor

Shannon Gallagher
Director of Client Services
Shannon Gallagher

Director of Client Services

216 861-1148
Cleveland
Traci Reynolds
Senior Operations Specialist
Traci Reynolds

Senior Operations Specialist

216 861-1148
Cleveland
Donna Beenken
Office Manager
Donna Beenken

Office Manager

216 861-1148
Cleveland
Pam Ziegan
Wealth Management Administrator
Pam Ziegan

Wealth Management Administrator

216 861-1148
Cleveland
Diane Kotara
Administrative Assistant
Diane Kotara

Administrative Assistant

216 861-1148
Cleveland
Anne Weir
Administrative Associate / Receptionist
Anne Weir

Administrative Associate / Receptionist

216 861-1148
Cleveland
Tim Frey
IT Operations
Tim Frey

IT Operations

216 861-1148
Cleveland

What we do best?

Some numbers

Curabitur aliquet quam id dui posuere blandit. Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur aliquet quam id dui posuere blandit. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque, auctor sit amet aliquam vel, ullamcorper sit amet ligula. Curabitur arcu erat, accumsan id imperdiet et, porttitor at sem.

Pellentesque in ipsum id orci porta dapibus. Proin eget tortor risus. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque, auctor sit amet aliquam vel, ullamcorper sit amet ligula. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque, auctor sit amet aliquam vel, ullamcorper sit amet ligula.

Billion under Managment

Clients

  • Curabitur arcu 90% 90%
  • Dolor Sit 66% 66%
  • Lorem ipsum 85% 85%

Are you ready to start?

WE SURE ARE

This Area is Widget-Ready

You can place here any widget you want!

You can also display any layout saved in Divi Library.

Let’s try with contact form: