Greg specializes in the construction of resilient wealth plans and structured risk frameworks. With a career rooted in alternative investments and fixed income, he focuses on building durable financial structures designed to steward assets effectively and align technical discipline with long-term lifestyle goals.

Professional Experience

Greg has over 13 years of experience navigating the complexities of the investment landscape. Most recently, he served as a Director for the world's largest donor-advised fund provider, where he led investment oversight for a portfolio exceeding $100B, with a specific focus on private equity, hedge funds, and other alternative assets.

His career is defined by a focus on closely held companies and alternative investment strategy, having held key roles within a family office, a Fortune 500 healthcare leader, and a global insurance-based investment management firm.

By applying the due diligence and risk management standards utilized by these organizations to individual wealth planning, he helps clients navigate financial complexity with confidence.

Education & Credentials

• Chartered Alternative Investment Analyst (CAIA)

• CERTIFIED FINANCIAL PLANNER® (CFP®)

• Master of Business Administration (MBA), University of North Carolina at Greensboro

• B.A. in Economics and Political Science, Middlebury College

Outside of the Office

Greg maintains a disciplined lifestyle focused on family and continuous personal growth. He is currently transitioning his life and professional focus toward St. Croix with his wife, Jennifer, and their two daughters, where he looks forward to raising his children in proximity to family and contributing to the island community.