Greg Herlean is the Chief Executive Officer of Horizon Trust.
Leadership at Horizon Trust
Horizon Trust, a company specializing in self-directed IRA and 401(k) administration, is led by its President and CEO, Greg Herlean. His leadership plays a crucial role in guiding the company's operations and strategic direction within the financial services industry.
Key Responsibilities of a CEO in Financial Services
The CEO of a financial institution like Horizon Trust typically holds a multifaceted role, encompassing a wide range of responsibilities essential for the company's success and compliance. These include:
| Responsibility Area | Description |
|---|---|
| Strategic Vision | Developing and implementing the overall business strategy for long-term growth. |
| Operational Oversight | Managing day-to-day operations and ensuring service quality and efficiency. |
| Financial Stewardship | Overseeing financial performance, resource allocation, and fiscal health. |
| Team Leadership | Cultivating a strong organizational culture and guiding executive teams. |
| Stakeholder Relations | Acting as the primary liaison with investors, regulators, and the public. |
About Greg Herlean
Greg Herlean serves as both the President and CEO of Horizon Trust, demonstrating his comprehensive involvement in the company's executive management and strategic direction. He is also recognized for his contributions to the finance sector, including his association with prominent groups such as the Forbes Finance Council. This affiliation highlights his expertise and standing within the broader financial community.
Horizon Trust's Services
Horizon Trust facilitates self-directed retirement accounts, enabling individuals to diversify their portfolios by investing in a broader spectrum of assets beyond traditional stocks and bonds. This includes alternative investments like real estate, precious metals, and private equity, offering clients enhanced control and flexibility over their retirement savings.
