Karen is the founder and senior partner of Greb Wealth Management, and started her career at Merrill in 1978. Her goal has always been to provide high-quality wealth management to multiple generations of our clients, many of whom have been with us for decades. Her industry longevity has helped her develop a meaningful understanding of the issues that impact our clients’ financial lives.

Karen describes herself as both analytical and empathetic, traits she enjoys drawing upon as she supports our clients. Clear communication matched with a conscientious work ethic further guide how she works. In every step, Karen’s passionate about helping our clients make informed decisions as they navigate different life changes. She also greatly enjoys working alongside her son and financial advisor, Peter, as they support clients’ varied goals.

Karen graduated from Duquesne University with a bachelor's degree in English literature. In her personal life, she’s an avid reader and ardently gives back to her community. Karen’s deeply committed to helping young adults develop financial literacy. Through her volunteer and board work, she’s also active in several nonprofits that support arts, culture, and education. In her free time, you can find Karen in her hometown of Pittsburgh at a museum or enjoying a walk around her neighborhood with her husband, James, and her friends and family.

Professional Highlights
·         Qualified Portfolio Manager
·         CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc
·         Certified Investment Management Analyst® (CIMA®) designation
·         Certified Private Wealth Advisor® (CPWA®) designation
·         Chartered Retirement Planning Counselor (CRPC) designation
·         Chartered Advisor in Philanthropy® (CAP®) designation
·         Member, Financial Planning Association and the Investments & Wealth Institute™


*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

As a second-generation financial advisor, Peter grew up in the industry and saw the powerful difference steadfast financial guidance can make in people’s lives over the years. He joined his mother, Karen Greb, at our practice in 2012. Today in his role as Wealth Management Advisor, he supports our clients’ overall financial planning needs and brings a focus on strategically aligning multigenerational priorities. Peter also manages 401k plans for business owners and conducts employee education meetings.

Peter considers himself a natural numbers guy who enjoys digging into financial strategies. He’s also a “people” person who thrives in helping others. To Peter, being a financial advisor is more than a job — it’s a calling. He deeply appreciates providing guidance to successful younger generations as they work hard to grow and preserve their wealth. Across his efforts, Peter’s priority is to help each person and family find clarity in their goals and confidence in their decisions.

Peter graduated from John Carroll University with an Accounting degree. He lives in Mt. Lebanon with his wife, Emily, and their daughter and son, Julia and Connor. In his personal life, he’s passionate about music and film. Outside of his work and time with family, you can find him enjoying live music, visiting the local record shop, and catching a new movie. He also serve on various nonprofit boards and believes that giving back to his community is integral to a life well lived.
 
Professional Highlights

·         CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

·         Chartered Retirement Planning Counselor®℠

·         Certified Plan Fiduciary Advisor® (CPFA®) 

Kris joined Merrill in 1984 and brings extensive experience to her role as point person in managing clients’ varied needs. Having worked with Greb Wealth Management since 1996, she is inspired to create order from what could become an overwhelming experience for clients.
In her role as a Wealth Management Specialist, Kris supports clients’ financial goals and various account priorities. The most rewarding part of her job is interacting with the people and families we support. She’s dedicated to assisting everyone with personalized, detail-oriented service that helps them seamlessly navigate various life changes. 

In her personal life, Kris is active in her Polish heritage community, enjoys spending time outdoors, yoga and her miniature dachshunds.

 Professional Highlights
·       CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
·       Chartered Retirement Planning Counselor designation