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Keith W. Gregor, CFA

President & Wealth Manager

 

Keith has over a decade of experience advising clients in Wealth and Investment Management, Retirement Planning, and Trust and Estate planning. 

 

Previous positions include Portfolio Manager with Northern Trust Company, a large global wealth management firm, and Senior Investment and Trust Officer with Members Trust Company, a national firm that partners with credit unions. Prior to his professional career, Keith served in the U.S. Navy.  


Keith holds the Chartered Financial Analyst (CFA) designation (see below). He achieved a Bachelors Degree in Finance with the distinction of Magna Cum Laude from DePaul University in Chicago, IL. 

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Keith lives in the Phoenix area with his wife, Jessica and their two daughters.

Gregor Wealth Management, LLC operates as an Investment Advisor Representative in affiliation with Mellig Group, LLC. 

About the CFA Designation

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The Chartered Financial Analyst® (CFA) and Certification Mark (collectively, the "CFA marks") are professional certification marks granted in the United States and internationally by the CFA Institute.
 
The Chartered Financial Analyst® (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals.
 
There are currently more than 100,000 CFA charterholders working in 135 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
 
High Ethical Standards - The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charterholders to:
 

  • Place their clients' interests ahead of their own

  • Maintain independence and objectivity

  • Act with integrity

  • Maintain and improve their professional competence

  • Disclose conflicts of interest and legal matters
     

Global Recognition - Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today's quickly evolving global financial industry. As a result, employers and clients are increasingly seeking CFA charterholders-often making the charter a prerequisite for employment.
 
Additionally, regulatory bodies in 19 countries recognize the CFA charter as a proxy for meeting certain licensing requirements, and more than 125 colleges and universities around the world have incorporated a majority of the CFA Program curriculum into their own finance courses.
 
Comprehensive and Current Knowledge - The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning. The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession.
 
To learn more about the CFA charter, visit www.cfainstitute.org.

2015 E. Fifth Street, Suite One
Tempe, Arizona 85281

Phone: (480) 999-6513

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GREGOR WEALTH MANAGEMENT, LLC. 
Gregor Wealth Management, LLC is a registered investment adviser representative offering advisory services in the States of Texas, Florida and Arizona through Mellig Group, LLC. a State Registered Investment Advisory Firm domiciled in the state of Texas. 

Information presented in this webpage is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. This site is designed for U.S. residents only. 

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MELLIG GROUP, LLC. 
Is a registered investment advisor (RIA) in the states of Texas, Florida and Arizona.  Mellig Group's U.S. financial advisors and Investment Adviser Representatives may only conduct business with residents of the states for which they are properly registered. 

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INTERACTIVE BROKERS, LLC
Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Interactive Brokers does not endorse, nor recommend, independent financial advisors, nor hedge funds including Gregor Wealth Management, LLC and Mellig Group, LLC. Interactive Brokers provides execution and clearing services to its clients.

Check the background of your financial professional on FINRA's BrokerCheck.

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