Greg Sloan serves entrepreneurial families and CEOs transitioning from wealth accumulation to intentional stewardship across generations. As founder of Telos Private Office and Telos CFO, he aligns family purpose with strategic financial decisions to build enduring legacies.
With over 30 years in wealth management, Greg has served as fractional CFO to multiple companies and family offices from launch to scale to exit. He founded and successfully exited Daniel Advisors to The Mather Group after serving as a Vice President with Goldman Sachs Ayco. He holds an MBA in Finance from Georgia State University and is a Certified Financial Planner and Certified Exit Planning Advisor.