Client Spotlight

Greg Kamradt

"We’re just at the beginning of starting our family and working with the team at Harris Private Wealth has helped me build a foundation to take care of my family’s financial well-being and the financial security for our children when they turn 18.”

Greg Kamradt

Greg Kamradt
Clients since 2016

A successful tech executive who now runs a nonprofit to advance AI research, Greg Kamradt learned to trust Evan Harris long before he hired him as his financial advisor. They played baseball together as children in Silicon Valley — a firm foundation for a lifelong friendship that now involves both their growing families. Out of college and saddled with significant student debt, Evan helped Greg restructure his student loans saving thousands of dollars in interest. As Greg’s career with Salesforce advanced, he entrusted Evan with his tech earnings and, along with Steve, helped navigate myriad options in the Salesforce employer benefits packages. A decade later, Evan has created a deep bench of advisors to handle Greg’s finances, and Greg has referred friends and family, including his own mother and aunt, to Evan’s care. With a second child on the way, Greg credits Evan and the Harris Private Wealth team with helping him plan for the future and build a firm financial foundation for his immediate and extended family.

 


Greg Kamradt is pictured here with wife Eliza and son. Greg is a current client and was not compensated for his testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. 
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