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 earned a Bachelor of Business Administration from the University of Michigan and was awarded the CFA Institute Investment Foundations™ certificate (2017). In 2019, Greg achieved the Chartered SRI Counselor or CSRIC™ Professional Designation.
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.
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