Partner, Confluence Financial Partners
Wealth Manager, RJFS
In a profession that reveres experience, Greg has been guiding his clients in the management of their wealth since 1986. It was then that he joined Butcher & Singer as a Financial Advisor. He later moved to CNL Securities Corporation in 1989 and then to American Funds in 1993, where he was a Senior Vice President. He has also served on the board of directors for American Funds.
Greg attended the University of Pittsburgh where he graduated with a degree in business. His time of study included a concentration in computer science and math. Professionally, he holds Series 24, 26, 7, 63 and 65 licenses.
Greg lives in Pittsburgh’s South Hills, with his wife, Lori, and their four children. Greg and his family are active members of St. Louise de Marillac Church.
Greg has a heart for helping others and serves as Vice Chairman of the Washington City Mission. He is a two-time recipient of the Graham Holloway award and a recipient of the Daniel C. Brown award.