Gregory T. Holtz
Mr. Holtz is a wealth management advisor for The Private Client Reserve at U.S. Bank. He has over 25 years of experience in administering a variety of fiduciary, agency, and custody relationships. Mr. Holtz earned his Bachelor of Arts degree from Xavier University; Juris Doctorate from Case Western Reserve University; Master of Science from Cleveland State University; CTFA (American Institute of Certified Bankers); Mr. Holtz is admitted to the Ohio Bar, Florida Bar, and District of Columbia Bar. Mr. Holtz serves on and is a member of a variety of organizations including: WGCU Radio Reading Service, volunteer; The Rotary Club of Bonita Springs (elected to Board effective July 2010: Community Foundation of Collier County Professional Advisors Council; University Hospitals Diamond Advisory Group; Catholic Charities Corporation (Cleveland, Ohio), Former Director and member of Executive Committee, former Chairperson, Parish Promotions Committee; former Member, Maxine Goodman Levin College of Urban Affairs (Cleveland State University) Visiting Committee; Estate Planning Council of Naples; Collier County Bar Association; Collier County Women's Bar Association; Lee County Bar Association.