Certus Member

Since February 2024

Greg Caldwell

Greg Caldwell

Summit Global Private Wealth Financial Advisor, AVP
Financial Advisor


Professional Bio

With a robust background in business and a specialty in private wealth management, I bring a wealth of experience to the table. My journey began in the early 2000s in the business sector, where I built a strong foundation in sales and operations.

Transitioning through various roles, I honed my skills as a controller, formulator, and eventually as a Vice President overseeing sales and operations. This extensive business background uniquely prepared me for my entry into the finance sector in 2017, where I have since specialized in private wealth management.

My transition into the private wealth sector was a natural progression, driven by a desire to make a direct impact on individuals and businesses alike. As a Private Wealth Advisor, I draw from my comprehensive experience in strategic planning and client relationship management to offer tailored solutions that help clients achieve their financial goals.

Having consulted with and worked for numerous companies across various industries, I have developed a deep understanding of the financial nuances and complexities that different sectors present. This diverse expertise allows me to navigate the intricacies of wealth management with precision and insight.

Today, I am dedicated to empowering clients to take control of their financial futures. By leveraging my extensive experience in finance and private wealth management, I guide clients towards sustainable financial success, ensuring their goals are met with strategic and personalized solutions.


Greg's Groups

Denver Tech Center

Join us for a quick one hour meeting to learn more about our organization, the Denver Tech Center Group, and how being a member will help you accomplish your goals!

  • Day: Thursdays
  • Time: 9:00am - 10:15am


About Us

We are an intentional B2C networking organization that focuses on quality over quantity and long term relationship building.