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Greg is a Senior Associate in the Boston office. As a member of the firm’s Wealth Management practice, he is the primary trader, responsible for rebalancing all client portfolios, whether to asset class, sector and subsector weights, tax-loss harvesting, dollar-cost averaging, cash flows, charitable gifting and/or manager or tactical changes. He assists advisors with proposals for prospects and operations with onboarding and implementation. He works very closely with our separate account managers for global equities and bonds that provide clients with opportunities to construct portfolios to align with specific objectives and values.
Prior to joining Cerity Partners, Greg was a Senior Investment Associate at Daintree Advisors, which he joined in February 2014. He provided trading and rebalancing support to advisors and served as a liaison between Daintree and their Due Diligence, Custodial, and Investment Manager relationships. Before Daintree, Greg worked for AXA Enterprise Funds in Atlanta, Georgia, in many roles including Retirement Plan Services, Operations, and Support to Tomorrow’s College Investment Plan, a 529 Plan sponsored by the state of Texas. Greg also worked for FSC Securities, an Atlanta-based broker/dealer.
Greg is an avid Boston and University of Michigan sports fan. He also enjoys attending live music concerts and trivia nights, reading, and is an extensive traveler, particularly to Central America, where he supports ASAPROSAR, an NGO in El Salvador.
What kind of clients work best for you?
Clients open to considering new perspectives and strategies since the world changes so quickly.
What do you do in your personal life that helps you help your clients?
Traveling and a love of geography helps me connect with clients and their experiences.
What does the world need now more than anything?
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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