Grant Birkley
Senior Transition Consultant
The addition of Grant is indicative of the rapid, ongoing growth of Elite Consulting Partners and establishes the company’s on-site presence in the Chicago, IL, market in service to its financial advisor and firm clients, with a particular Midwest Region emphasis. Grant is a proven wealth management professional, with both financial advisor and senior leadership expertise, forged during tenures at large financial services institutions including Merrill Lynch and Wells Fargo. Among Grant’s previous roles are positions of Associate Vice President, Vice President-Wealth Management Advisor, and First Vice President – Investments.
gr**********@*********************rs.com
856-316-4680
