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 takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments.	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 Provides investment advice	Corporate Officer/Principal	-

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Linked companies

Private companies	2
WBH Advisory, Inc. WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments.	Finance
Metropolitan Financial Group, Inc. Metropolitan Financial Group, Inc. Investment ManagersFinance Provides investment advice	Finance