Stan Gregor is CEO of Summit Financial LLC, bringing more than three decades of leadership across the financial services industry. His experience spans banking, private wealth, investment management, fiduciary trust, insurance, financial planning, and public finance. Known for his ability to integrate large, complex businesses, Gregor has consistently delivered improved productivity, profitability, and long-term value.
Before joining Summit, Gregor was founder and co-CEO of Cantor Fitzgerald Wealth Partners, where he led the firm’s rapid expansion to over $5 billion in assets in under two years. This growth was driven by strategic acquisitions of RIAs, independent advisors, and wirehouse teams.
Prior to that, he held several senior leadership roles at major institutions. At Wells Fargo, he served as Head of Wealth Management for the Eastern U.S. and President of Wachovia Wealth Markets, overseeing private banking, brokerage, investment management, fiduciary services, financial planning, and insurance. He led nearly 5,000 team members, managing $69 billion in AUM, $19 billion in deposits, and $16 billion in loans, generating $2.5 billion in annual revenue.
Earlier, Gregor served as CEO of Commerce Capital Markets, directing a broad platform that included brokerage, asset management, fixed income trading, investment banking, and retirement services. He was also CEO of Quick and Reilly, where he helped transform the firm from a discount brokerage into a full-service advisory business. After its acquisition by Bank of America, Gregor became co-CEO of Bank of America Investment Services, a role he held until 2005.
He began his career with Citigroup, where he spent nearly a decade in senior roles across consumer banking and private wealth, eventually becoming Northeast Group Executive Vice President.
Gregor has built a reputation for growth-focused leadership, M&A execution, and team development across both established institutions and entrepreneurial ventures. He is a member of the Fast Company Executive Board and remains actively engaged in industry thought leadership and innovation.
You may connect with him through summitfinancial.com or LinkedIn.
