Experience & Expertise
Greg is a Partner & Practice Lead in the firm’s Institutional Consulting Group. He has provided retirement plan consulting services to publicly traded and privately held corporations and non-profit organizations since 1994. He was a Senior Vice President – Financial Advisor at Institutional Consulting Group with RBC, and earlier in his career, he worked in the Retirement Plan Services Department at Alex. Brown & Sons in Baltimore and 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. Greg is a member of the firm’s Investment Committee. Additionally, Greg is a member of the Retirement Advisor Council and the National Association of Plan Advisors.
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 the 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.”