Greg Sintow

Principal

Gregory Sintow is an investment consultant for Wipfli Hewins Investment Advisors LLC.  Greg is also the regional manager of the Wipfli Hewin’s Eastern Wisconsin Region, headquartered in Green Bay, Wisconsin.

Prior to joining Wipfli Hewins, Greg worked for Prudential.  Within five years, Greg had 46 other brokers working under him.  Throughout his career, Greg has been at the top of his game.  But something was missing in the brokerage environment.  “I wanted to be more conscientious of client needs and focus on building the relationship rather than on sales or marketing,” he says.

He joined Wipfli Hewins in 2003 after one of the partners recruited him.  “I’ll be here the rest of my working career.  I’ve built a good client base and have the respect of the partners and business community.”

About a third of Greg’s time is spent with businesses, managing and monitoring their 401(k) plans.  About twice a year, he meets with the board or investment committee and makes sure that the plan is still meeting its goals.  He also works one on one with employees and leads training seminars to educate them on investment strategy.

Greg’s other client base includes individuals and institutions.  He monitors foundations and endowments and helps institutions develop Investment Policy Statements (IPS) to guide their investment strategies.



Recent Insights
Greg Sintow

Greg Sintow

Principal
 
Green Bay
469 Security Blvd.
Green Bay, WI  54313
Tel: (920) 662-2856
gsintow@wipflihewins.com
 
Areas of Expertise
  • Individual/corporate investment planning.
  • Retirement plans including investment planning and participant education.
  • Investment search and selection.
  • Performance monitoring/investment plan review.

Education
  • Florida State University; bachelor of science degree in business administration.
  • He also has certifications from Cannon Trust School and has held SEC Series 6, 7, 63, and 24 licenses along with life, health, and variable annuity licenses.