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Deerfield- 520 Lake Cook Rd

Gregory Neer

Senior Portfolio Manager

520 Lake Cook Rd, Suite 520
Deerfield, IL 60015

Gregory Neer
Gregory Neer

About Gregory

Greg started his career at Stifel Nicolaus, covering the closed-end fund sector as a senior equity analyst. From there he moved to Bear Stearns/JPMorgan, becoming a desk analyst and proprietary trader, also in closed-end funds. Greg joined Focus Partners Wealth in 2026.

Education and Professional Milestones 

-American University Kogod School of Business – bachelor of science in business administration  

-Northwestern University McCormick School of Engineering – master’s degree in science 

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