Robert Samrah, CFA - Email & Phone Number

Director Wealth Management at Gries Financial

Robert Samrah, CFA is based out of Troy, Michigan, United States and works at Gries Financial as Director Wealth Management.

Robert Samrah, CFA's Contact Information

Latest update

May 6, 2024

Location

Troy, Michigan, United States

Robert Samrah, CFA's Work History

Director Wealth Management

Gries Financial Partners

Aug 2021 - Present

Wealth Manager

Rehmann

Jan 2018 - Aug 2021

President and Wealth Manager

Samrah Advisory Services

Oct 2010 - Dec 2017

Robert Samrah, CFA's Education

CFA Institute

Chartered Financial Analyst

Wayne State University

Master of Business Administration (MBA)

Wayne State University

Bachelor of Business Administration (B.B.A.)

Robert Samrah, CFA's Skills

Investment Advisory

Portfolio Management

Financial Analysis

Financial Modeling

Investment Strategies

Asset Allocation

Robert's current employer

Gries Financial

Description

Gries Financial Partners (GFP) provides the highest level of conflict-free investment and wealth management counsel to a high net worth.

Website

gries.com

HQ Location

Cleveland, OH, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Gries Financial

Frequent questions about Robert Samrah, CFA

What company is Robert Samrah, CFA working for?

Robert Samrah, CFA works for Gries Financial.

What is Robert Samrah, CFA's function at Gries Financial?

Robert Samrah, CFA is Director Wealth Management at Gries Financial.

Where is Robert Samrah, CFA based?

Robert Samrah, CFA is based out of Troy, Michigan, United States.

Who are Robert Samrah, CFA's co-workers?

Robert Samrah, CFA's colleagues are Rob Herman, William Caster, Sally Gries, Ed Bell, Hemal Gala, Jared Gruszczynski, Melynda Rodgers, Daniel Beringer, Angelo Leslie, Shannon Gallagher, Vick Khoboyan, Elizabeth Griffiths, Jeffrey Palmer, Brent Horvath, Traci Reynolds, Donna Beenken, Ken Brodkowitz, Lauren Fine.

Robert's co-workers

Rob Herman

Chief Executive Officer

Director, Wealth Management Services

Melynda Rodgers

Director, Wealth Management Services

Daniel Beringer

Director, Wealth Management Services

Angelo Leslie

Director, Wealth Management

Shannon Gallagher

Director of Client Services

Vick Khoboyan

Portfolio Manager & Director, Investments

Elizabeth Griffiths

Certified Financial Planner ® and Client Advocate

Jeffrey Palmer

Managing Partner

Brent Horvath

Senior Wealth Advisor

Traci Reynolds

Senior Operations Specialist

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