John E. Chapman Chief Executive Officer
Greg transitioned to the wealth management area as a Vice President – Trust Advisor within JP Morgan Private Client Services where he could finally begin to fulfill his passion for helping individuals and their families meet and exceed their financial goals. In this role, Greg became the primary contact for over 60 high-net-worth individuals and families, assisting them with their specific trust, estate, and investment planning needs.
A few years later, BMO Harris Private Bank sought him to fill the role of Director- Wealth Advisor. In this role, Greg was responsible for delivering integrated wealth management solutions as the lead relationship manager for high net-worth individuals and families –each with varying and unique situations.
Greg received a Bachelor of Science (B.S.) Degree in Finance with Honors from the University of Illinois in Urbana-Champaign, as well as a Master of Business Administration (MBA) with High Honors concentrating in Finance from the Kellstadt Graduate School of Business at DePaul University. Besides being a CFP® Professional and receiving the CTFA designation listed above, Greg also has an Illinois Health and Life Insurance license. Greg’s strong background and experience make him a major asset for CCP as a unique thought leader across multiple areas. Greg is a voting member of the firm’s Investment Policy Committee.
Greg resides in Palatine, Illinois, with his wife, Marina. They have four children – two working in the Chicago area, one working in Kansas City, and a graduate student in Vienna. Greg is very active in the community serving as the Board Governance Committee Director for the Bridge Youth and Family Services in Palatine and is co-President of the Northwest Suburban Estate Planning Council.
