Skip to main content

Our financial advice team


Gregory Manto, Private Wealth Advisor serving the New York, NY area - Ameriprise Advisors

Gregory Manto

CRPC, APMA

Private Wealth Advisor

Managing Director of
Iron Birch Advisors
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bernard M. Baruch College, Bachelors of Business Administration, New York, NY

Awards & recognition

  • Ameriprise Circle of Success, 2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I've mentored students of Baruch College for years and what appeared to be a next step, I've decided to accept my nomination for the board of Bottom Line, a non-profit organization. The nomination was not only an honor but a means for me to be able to give back in a more magnified fashion. Bottom Line helps low-income and first-generation-to-college students get to and through college. Bottom Line is committed to building strong connections with students, providing them with individual support, and ensuring they have the guidance they need to persist and earn a college degree.

https://www.bottomline.org/content/new-york-city-leadership