Greg Parker, CEPA® in

Greg Parker, CEPA®

Login to view DISC.
Managing Principal at CAPTRUST
📍 Greater Houston, United States

Greg Parker is a Managing Principal at CAPTRUST, specializing in fiduciary investment and retirement planning for business owners. He founded Engrave Wealth Partners, which joined CAPTRUST in late 2023. Greg holds a BBA from Texas A&M University and is a Certified Exit Planning Advisor (CEPA®).

Gregs professional philosophy emphasizes preserving family virtues and values for future generations, a concept that inspired the name of his former firm. He is dedicated to helping families and business owners in Texas maximize their financial legacy and prepare for retirement, particularly those within the oil and gas industry.

His former firm was named "Engrave" to reflect the ancient practice of preserving family virtues and values for future generations.

Read the full overview →
Experience
33 Years
Current Role
Managing Principal
Job Level
Senior
Location
Greater Houston, United States
Personality Overview

How Greg shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Greg cares about

Business Exit Planning
He is a Certified Exit Planning Advisor (CEPA) and helps business owners maximize value for their families.
Fiduciary Wealth Management
His practice is built on a "Fiduciary Fee-Only" model, focusing on comprehensive wealth management, tax, and estate planning for high-net-worth clients.
+5 more topics Login to view topics
Career

Work history

1-2024
Managing Principal
CAPTRUST
8-2017 - 1-2024
Founder & Managing Partner | Family Wealth Advisor
Engrave Wealth Partners
9-2007 - 5-2017
Director
Janus Capital Group
9-2002 - 4-2007
Regional Vice President Sales
Allianz Global Investors
8-1992 - 9-2002
Regional Vice President Sales
Van Kampen Investments
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1987 - 1992
BBA
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other CAPTRUST Employees

Explore more public profiles from related professionals.

Megan Letts
Megan Letts
Relationship Management Associate
CAPTRUST
 Arleth Herrera
Arleth Herrera
Associate | Relationship Management
CAPTRUST
 Dawn McPherson, QPFC
Dawn McPherson, QPFC
Senior Director, Business Development
CAPTRUST
 Jon Meyer
Jon Meyer
Chief Technology Officer
CAPTRUST

More profiles

Discover additional public profiles from our index.

Megan Letts
Megan Letts
Relationship Management Associate
CAPTRUST
 Stephen Giannotti
Stephen Giannotti
Vice President for Information Services / Chief Information Officer
Baruch College
 Misty Ruffing
Misty Ruffing
Director of Community and Strategic Partnerships
Builders
 Surendra Persaud
Surendra Persaud
Chief Information Security Officer (CISO)
Baruch College
Unlock the full playbookSee exactly how to sell to Greg. Free, 10 seconds.