Greenspring Wealth Management

Description

Address: 501 Fairmount Ave #102, Towson, MD 21286 Hours: Closed ⋅ Opens 9AM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (443) 564-4600Website: : : Category: : : : : Place name: Website: http://greenspringadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Greenspring Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Greenspring Wealth Management Employees

Employee
Years
Job
Industry
Tim Voelkel Tim Voelkel Towson, Maryland Details
Tim Voelkel's Greenspring Wealth Management Experience January 2014 - Present
Job Senior Financial Advisor at Greenspring Wealth Management
Industry Financial Services
Experience
Greenspring Wealth Management   January 2014 - Present
Calvert Investment Counsel   November 2007 - December 2013
Morgan Stanley  January 2004 - November 2007

Education
University of North Carolina at Chapel Hill   1977 — 1981
Bachelor of Science (BS), Industrial Relations, Economics

Kelly Montgomery Kelly Montgomery Towson, Maryland Details
Kelly Montgomery's Greenspring Wealth Management Experience April 2012 - July 2013
Job Administrative Associate at Greenspring Wealth Management
Industry Financial Services
Experience
Greenspring Wealth Management   April 2012 - July 2013
Grace Fellowship Church  May 2007 - March 2012

Skills
Office Administration, Event Planning, Volunteer Management, Communication, Efficiency, Highly detail oriented, People Skills, Organized Multi-tasker

Education
Towson University   2002 — 2006
Bachelor of Arts, Mass Communications Strategic Public Relations and Integrated Communications

Dulaney High School   1998 — 2002

Molly Burton Molly Burton Towson, Maryland Details
Molly Burton's Greenspring Wealth Management Experience June 2013 - September 2013
Job Associate Financial Planner at The Financial Consulate, Inc
Industry Financial Services
Experience
The Financial Consulate, Inc  September 2013 - Present
Greenspring Wealth Management   June 2013 - September 2013
Zerodraft Maryland   August 2012 - August 2013
Covahey, Boozer, Devan & Dore, PA   June 2010 - August 2012
for various families   May 2010 - July 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Time Management, Organization, Financial Modeling, Corporate Finance, Business Intelligence, Teamwork, Bloomberg Terminal, Access

Education
Towson University   2009 — 2013
Bachelor’s Degree, Finance, General, 3.4 GPA

Hereford High School   2004 — 2008
3.7 GPA

Jeff Bernfeld Jeff Bernfeld Baltimore, Maryland Area Details
Jeff Bernfeld's Greenspring Wealth Management Experience 2013 - Present
Job Senior Financial Advisor at Greenspring Wealth Management
Industry Financial Services
Experience
Greenspring Wealth Management   2013 - Present
DSM Nutritional Products  2007 - 2013
General Mills  2000 - 2006
McKinsey & Co.   1994 - 1996

Education
Harvard Business School   1998 — 2000
MBA, General Management

The University of Texas at Austin   1990 — 1994
BBA, Finance

Pikesville High School   1986 — 1990

Nancy Bryant, CFP(r) Nancy Bryant, CFP(r) Baltimore, Maryland Area Details
Nancy Bryant, CFP(r)'s Greenspring Wealth Management Experience January 2011 - October 2012
Job President at Bryant Financial Advisory, Inc.
Industry Financial Services
Experience
Bryant Financial Advisory, Inc.   October 2012 - Present
Greenspring Wealth Management   January 2011 - October 2012
Bryant Financial Advisory, Inc.   April 1998 - December 2010
WMS Partners  September 1996 - April 1998
Wolpoff & Company, CPA   1990 - 1996

Skills
Comprehensive Wealth..., Investment Strategies, Asset Allocation, Retirement Income..., Women and Money

Education
Center for Fiduciary Studies   2005 — 2005
AIF(r), Accredited Investment Fiduciary

College for Financial Planning   1992 — 1994
CFP, Financial Planning

Loyola University Maryland   1981 — 1986
MBA, Finance

SUNY Albany   1974 — 1976
BS, Secondary Education

Stephanie Hunt, AIF® Stephanie Hunt, AIF® Athens, Georgia Area Details
Stephanie Hunt, AIF®'s Greenspring Wealth Management Experience April 2011 - May 2013
Job VP, Retirement Plan Marketing at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management  May 2013 - Present
Greenspring Wealth Management   April 2011 - May 2013
The (k)larity Group   January 2008 - April 2011
Broad Street Capital Advisors, LLC  2004 - 2007
Banc of America Advisors, LLC   January 1999 - January 2003
Bank of America  January 2000 - January 2002
Bank of America  January 1999 - January 2000

Skills
Retirement, Investments, Series 65, Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Employee Benefits, Securities, 401k, Series 63, Financial Services

Education
Georgia Southern University   1995 — 1999
Bachelor of Business Administration, Finance - Cum Laude

Matthew Morehead Matthew Morehead Rochester, Minnesota Area Details
Matthew Morehead's Greenspring Wealth Management Experience December 2013 - September 2015
Job Integrated Wealth Advisor at Carlson Capital Management
Industry Financial Services
Experience
Carlson Capital Management  September 2015 - Present
Greenspring Wealth Management   December 2013 - September 2015
Launch2Life   July 2009 - November 2013
Janiczek & Company, Ltd.   May 2001 - June 2009
Reid and Riege, P.C.   May 1999 - April 2001
United States Coast Guard  May 1994 - April 1999

Education
The University of Connecticut School of Law   1998 — 2001
Juris Doctorate (JD)

University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist (CEBS) Designation, Employee Benefits

US Coast Guard Academy   1990 — 1994
B.S., Government

J.K. Mullen High School   1986 — 1990

Lindsay Novotny Lindsay Novotny Lutherville Timonium, Maryland Details
Lindsay Novotny's Greenspring Wealth Management Experience August 2015 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Greenspring Wealth Management   August 2015 - Present
Grant/GrossMendelsohn, LLC   October 2007 - August 2015
MGH, Inc.   2004 - 2007
Systems Alliance, Inc.   March 2004 - July 2004

Skills
Marketing, Marketing Communications, Client Services, Investment Support, Advertising, Direct Marketing, Email Marketing, Creative Strategy, Marketing Strategy, Event Planning, Event Management, Junxure, Website Updating, Manage Client..., CRM Databases, CRM Integration, Junxure CRM, Grendel CRM, WordPress, Financial Services

Education
Loyola University Maryland   1999 — 2003
BBA, Marketing

Notre Dame Prep   1995 — 1999

Evan Melcher, AIF®, ARPC®, CIMA® Evan Melcher, AIF®, ARPC®, CIMA® Greater Atlanta Area Details
Evan Melcher, AIF®, ARPC®, CIMA®'s Greenspring Wealth Management Experience May 2012 - January 2015
Job Senior Consultant at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC  January 2015 - Present
Greenspring Wealth Management   May 2012 - January 2015
SunTrust Bank  January 2001 - May 2012
Northern Trust  May 2000 - September 2000
New York Life / NYLIFE Securities   March 1998 - January 1999

Skills
Retirement Plan..., Asset Allocation, Investments, 401k, Employee Benefits, Retirement, Investment Advisory, ERISA, CIMA, Foundations, Banking, Wealth Management, Endowments, Fee Analysis, Negotiating Fees, Fee, AIF

Education
Rollins College - Crummer Graduate School of Business   1999 — 2001
MBA, Finance

Furman University   1994 — 1999
BBA, Business Administration

Jefferson Hornsby, AIF®, CRPS® Jefferson Hornsby, AIF®, CRPS® Greater Atlanta Area Details
Jefferson Hornsby, AIF®, CRPS®'s Greenspring Wealth Management Experience April 2014 - January 2015
Job VP & Senior Plan Advisor at Retirement Fund Management
Industry Financial Services
Experience
Retirement Fund Management   January 2015 - Present
Greenspring Wealth Management   April 2014 - January 2015
1st Global  April 2007 - March 2014
Enterprise Fund Distributors  July 2004 - April 2007
Flag Financial Services   October 2002 - July 2004

Skills
Consultative Selling, Solution Selling, Team Building, Competitive Intelligence, Customer Relations, New Business Development, Territory, Direct Sales, Strategic Planning, Key Account Management, Sales Management, Sales Process, Series 7, 401k, Retirement, Defined Benefit, Investments

Education
LaGrange College   1994 — 1999
Biology

University of West London   1997 — 1997

LaGrange High School

LaGrange High School

Bob Bogue Bob Bogue Baltimore, Maryland Area Details
Bob Bogue's Greenspring Wealth Management Experience April 2014 - Present
Job Partner & Senior Financial Advisor at Greenspring Wealth Management
Industry Financial Services
Experience
Greenspring Wealth Management   April 2014 - Present

Skills
Financial Modeling, Investments, Due Diligence

Education
Columbia Business School   1969 — 1971
MBA

Yale University   1962 — 1966
BS in Industrial Administration

Molly Goetz Molly Goetz Baltimore, Maryland Area Details
Molly Goetz's Greenspring Wealth Management Experience January 2012 - Present
Job at Greenspring Wealth Management
Industry Financial Services
Experience
Greenspring Wealth Management   January 2012 - Present

Education
Loyola College in Maryland
M.B.A.

University of Virginia
B.A.