Gregory H. Friedman

Greg is a co-founder and President of Private Ocean, and CRM Software, makers of Junxure and ClientView. Greg has regularly been recognized as one of the nation's best financial planners, including named to an elite list by Financial Planning Magazine as a 2008 "Mover and Shaker." Investment Advisor magazine named Greg as one of the "Top 25" most influential financial advisors in the industry in 2008 and 2009, one of only several people to be named two consecutive years. Friedman & Associates, Greg's prior firm, was recognized by Charles Schwab Institutional with its prestigious IMPACT Award® in 2008 for "Best in Tech." The firm has been consistently recognized by Schwab for the last 5 years for excellence in business and practice management as one of their "Best Managed Firms" since the inception of the program.