Greg graduated Florida State University with his Bachelor’s degree in both Psychology and Criminology. After college, he started his career working at the Raymond James Headquarters in Saint Petersburg, Florida where he served as a Portfolio Specialist for the Asset Management Services division.
Greg’s experience working with private money management firms helps the team to leverage professional research and assists in providing an institutional approach for our clients. Greg holds the Series 7 and Series 66 licenses, the Accredited Investment Fiduciary® designation and the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School of the University of Pennsylvania. A primary area of interest to Greg is ESG (Environmental-Social-Governance) Investing, identifying the environmental and social impacts associated with investing.
In his free time, Greg considers himself an outdoorsman and sportsman. Greg started playing rugby in high school and went on to play through college, where he served as President of the Florida State University Rugby Club for two years. He also volunteers for Ducks Unlimited, a nonprofit organization dedicated to wetlands and wildlife conservation.