Greg Hillard, Founder & President

Greg Hillard, Founder and President of Concierge Wealth Manager Services, LLC, leads the team as an entrepreneur with four decades of experience in investment management and marketing.

Greg is an accomplished financial industry executive, including the past two decades as President of a Registered Investment Adviser, Spectrum Consulting Group, Inc.

A few of Spectrum’s major projects were:

• Creating a unique multi-manager investment fund for a large Ohio trust company, providing both due diligence and marketing support. 
• Developing a Midwest sales network for a rapidly growing provider of 401k services. 
• Providing industry research to money managers, which included interviews with more than 150 wealth management firms across the country.

Prior to forming Spectrum, Greg served in several banking, corporate finance, sales and pension fund management positions.  He received his MBA and BS from Case Western Reserve University.  Greg has been active in his community, serving as a board member of a hospital foundation, a private school and a non-profit organization that works with disabled children.