Experience & Expertise

Greg is a Partner & Practice Lead in the firm’s Institutional Consulting Group. Since 1994, he has provided retirement plan consulting services to both publicly traded and privately held corporations, as well as nonprofit organizations. Previously, he served as a senior vice president and financial advisor at the Institutional Consulting Group with RBC. Earlier in his career, he worked in the Retirement Plan Services Department at Alex. Brown & Sons in Baltimore and at Delaware Charter Guarantee & Trust Company in Wilmington.

Greg specializes in developing and managing corporate retirement plans by providing independent advice on fiduciary oversight, investment due diligence, fee benchmarking, plan design, and vendor management. He is a member of the firm’s Investment Committee and a member of the Retirement Advisor Council and the National Association of Plan Advisors. He also serves as co-chair of the Government Affairs Committee for the Retirement Advisor Council.

Get Better Acquainted With Greg

Favorite Thing About Working With Clients

“It is a wonderful feeling to know that when we make recommendations to our plan sponsor clients about plan design, fees, investments, wellness programs, and employee advice solutions, we are making a positive impact on the financial success of thousands of people.”

My Philosophy On Client Service

“We are in the service business, and I have always used the expression ‘ask the next question’ to understand a client’s challenge or problem. Never settle for ‘let’s just get it fixed.’ When a client has an issue, it is our responsibility to do three things: 1) fix the problem, 2) determine the reason for the error, and 3) implement procedures to ensure it does not happen again.”