Gregg Huberty
Partner, Co-FounderGregg leverages over 25 years of experience in working with families and creating personalized solutions to address their complex wealth management and planning needs. He leads the firm's efforts in delivering holistic advice and wealth planning services in a highly objective and customized manner. His role is enhanced by his deep knowledge and experience with tax, trusts, estate and retirement planning. Gregg collaborates proactively with clients, advisors of the firm, CPAs and outside attorneys to provide the very best advice and ideas.
Prior to co-founding Bearing Point Capital, Gregg worked for Wells Fargo for 20 years and Morgan Stanley for 8 years. He earned his B.A. in accounting from the University of St. Thomas. Gregg is a Certified Financial Planner™ (CFP®) and has had numerous other designations over the years.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.