Sally Gries is the founder, chairperson and CEO of Gries Financial LLC, a multi-family office and wealth management firm for high net worth clients, foundations and institutions, which oversees over $1.5 billion in assets. She and her associates provide comprehensive, total objective financial and investment advisory services.
An avid reader of the Wall Street Journal as a young teenager, she entered the male-dominated financial field in the late 60’s after graduating from Northwestern University. A decade later she started her own company. She has the distinction of being the founder of the first female-owned registered investment advisory (RIA) firm in Ohio.
Ms. Gries is a founder and Chairperson of Fieldstone Associates Inc., a real estate investment advisory firm that provides a diversified private real estate investment approach for its clients. Real estate transactions since 1980 have included primarily direct investments in development, value-add and existing cash flow projects. Property types have included multi-family, industrial, warehouse, senior living, college residential, self-storage, office and shopping centers. Projects have been geographically diverse in the United States.
She is a member of PIMCO’s RIA Investment Advisory Board. She has served on corporate boards, both public and private, and currently serves on three private corporate boards. She is a trustee of the Gries Family Foundation and The Cleveland Foundation where she is chairperson of the investment committee that oversees their $2.2 billion endowment.
She has been dedicated to serving the community through not-for-profit board leadership service over the years. Currently, she is a trustee of The Cleveland Foundation, The Holden Arboretum and the Cleveland Botanical Garden. She is a Life Trustee of Hawken School and Emeritus Trustee of Case Western Reserve University. She is an active member or chair of the investment committees of several major institutions