Experience & Expertise
Greg is a Partner & Practice Lead in the firm’s Private Client Group. He was previously a Principal and Wealth Manager at Modera Wealth Management, LLC and a First Vice President, Private Client Services at Salomon Smith Barney. Greg specializes in helping clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met.
Favorite Thing About Working With Clients
“Finding the opportunity inside of every problem.”
My Philosophy On Client Service
“Under-promise and over-deliver.”