Greg Miner uses a systematic approach to provide clients with investment management strategies to address the many risks of the increasingly interconnected global financial markets.

A fascination with the stock market led Greg to pursue a career in finance from an early age. Starting in high school with a summer internship at a local investment management office, he went on to obtain the Series 7 license and become a Financial Advisor while studying finance in college. Greg served as Investment Officer for the Private Wealth Group at Danversbank prior to co-founding Cornerstone Financial Partners in 2011.

A graduate of the University of New Hampshire, Greg holds a Bachelor of Science in Business Administration: Finance. Greg is also a CERTIFIED FINANCIAL PLANNER™ professional – a respected certification that represents a thorough knowledge of the components of financial planning and the ability to apply that knowledge to real-life situations. He holds the Series 7, 63, and 65 securities registrations with Raymond James.

Investment Management Expertise:

• Serves as Chairman of the firm’s Investment Committee, which is responsible for all portfolio management decisions
• Head strategist, trader and manager for his team’s proprietary model portfolios
• Experienced in advanced fundamental and technical research and trading strategies
• In-depth knowledge of securities types and investment vehicles
• Extensive experience evaluating client objectives and developing appropriate investment strategies that help clients meet their goals

Education and Specialized Training:

• B.S., Business Administration: Finance, University of New Hampshire
• CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards, Inc.
• Series 7, 63, 65 licenses
• Chartered Market Technician (CMT®) Level III candidate

Community Involvement:

• Membership in Market Technicians Association and The Financial Services Institute
• Membership in The Beverly Chamber of Commerce
• Active supporter of the Appalachian Mountain Club and The Nature Conservancy

Greg resides in Hampton Falls, NH with his wife Jessica and their rescue dog Violet. He is an avid outdoorsman, enjoying hunting, fishing and hiking in the White Mountains.