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Meet The Team

Greg Conti

Gregory T. Conti
CFP®, CLU, ChFC

  • Partner

Gregory T. Conti

Greg Conti graduated from Cornell University in 1995, and came into the insurance business, with his father, after graduation.  He has over 27 years of experience developing and implementing personalized plans designed to address the unique needs of his clients. Greg works with businesses, as well as business owners and executives, in developing and implementing comprehensive plans designed to address the different dimensions of his clients’ financial needs.  More specifically, his business focuses on group benefits, retirement planning for corporations, as well as business continuation planning for owners and partners.

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  • 1 Belmont Ave, Suite 1000
    Bala Cynwyd, PA 19004

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Karr Barth Associates, Private Client Group Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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