Greg aims to provide each client with comprehensive wealth management to help pursue what is most important to them. He specializes in working with millennials as they take their first step in planning for their financial future.
Prior to joining Raymond James, Greg worked at UBS Asset Management in New York. While at UBS, he was an Investment Consultant covering the Wealth Management channel in the Southwest region. Through this experience, Greg partnered with Financial Advisors to help develop asset management solutions for their clients. As Greg gained more experience, he gravitated towards pursuing a career in Wealth Management and a career at Raymond James was the perfect next step.
Greg currently lives on the Upper East Side of Manhattan with his wife, Jessica. He also works closely with The Backpack Snack Attack which is an outreach program of that feeds nearly 300 school children in Orange County, NY. Greg enjoys playing hockey, golf and drumming.