![Greg Martik](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Gregory J.
Martik is a President at Valley Brook Capital Group, Inc. He has a combined over 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.
Actieve functies van Greg Martik
| Bedrijven | Functie | Begin |
|---|---|---|
Valley Brook Capital Group, Inc.
 Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook’s investment approach is based on the belief that the proper allocation of stocks, bonds and cash in their clients' portfolios is the most important factor in determining financial success. Rather than focusing on specific investments, the firm identifies an appropriate ratio of securities, fixed-income investments, real estate investments and cash, to build a portfolio that is suitable for a client's investment needs, objectives and risk tolerance. Portfolios are typically made up of various equity and debt-based securities including individual stocks, no-load or load-waived mutual funds, fixed-income securities, ETFs and other investments. | President | 01-10-2004 |
Opleiding van Greg Martik
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2
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| Bedrijven in privébezit | 2 |
|---|---|
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook’s investment approach is based on the belief that the proper allocation of stocks, bonds and cash in their clients' portfolios is the most important factor in determining financial success. Rather than focusing on specific investments, the firm identifies an appropriate ratio of securities, fixed-income investments, real estate investments and cash, to build a portfolio that is suitable for a client's investment needs, objectives and risk tolerance. Portfolios are typically made up of various equity and debt-based securities including individual stocks, no-load or load-waived mutual funds, fixed-income securities, ETFs and other investments. | Finance |
