Greg Wassom, CFA®, CFP

Investment Principal

Greg Wassom joined The Glenview Trust Company in 2022 as an Investment Principal with over 30 years of experience in the investment and finance industry. Greg focuses on understanding his clients’ financial situations and personalizing strategies to meet their financial goals.

Prior to joining The Glenview Trust Company, Greg served as a Senior Portfolio Manager with U.S. Bank within the Private Wealth Management Group. He has dedicated his skills to providing financial advice to individual families and non-profit organizations.

Greg holds a Bachelor of Science degree in Finance from Western Kentucky University and an MBA from the University of Mississippi (Ole Miss). Additionally, Greg is credentialed as a Chartered Financial Analyst and a Certified Financial Planner. Greg is actively involved in advisory councils at Western Kentucky University and serves as a mentor for future Chartered Financial Analysts.

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