Greg Bitz

Portfolio Manager-Equities at WBH Advisory, Inc.

Finance

Profile

Mr. Gregory A.
Bitz is a Senior Wealth Advisor at WBH Advisory, Inc. He joined WBH Advisory in 2016.
For the 20 preceding years, he was the owner and president of Metropolitan Financial Group, Inc., an investment advisory firm located in Chevy Chase, Maryland.
He attained a Bachelor’s Degree from a regionally accredited United States college or university.
He has held the designation of Chartered Financial Consultant since 1997.

Greg Bitz active positions

Companies	Position	Start
WBH Advisory, Inc. WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs.	Portfolio Manager-Equities	01/01/2016

All active positions of Greg Bitz

Former positions of Greg Bitz

Companies	Position	End
Metropolitan Financial Group, Inc. Metropolitan Financial Group, Inc. Investment ManagersFinance Metropolitan Financial Group, Inc. provides investment advice. The private company is based in Washington.	Corporate Officer/Principal	-

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Private companies	2
WBH Advisory, Inc. WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs.	Finance
Metropolitan Financial Group, Inc. Metropolitan Financial Group, Inc. Investment ManagersFinance Metropolitan Financial Group, Inc. provides investment advice. The private company is based in Washington.	Finance