Greg is the team’s Senior Vice President and Managing Director. When he was affiliated with a broker-dealer, Greg held Series 7, 63 and 66 certifications and was licensed in insurance. He also holds a Certified Estate and Trust Planning Specialist (CES^®) designation from the Institute of Business and Finance. Greg has sixteen years combined experience in the investment industry and was a certified teacher in the state of Connecticut with 10 years of classroom teaching experience. Greg earned his BA in Media Studies Business Theory at Sacred Heart University and a Master’s Degree in Elementary Education at the Isabelle Farrington School of Education, also part of Sacred Heart University.

Greg and his wife Katie live in Fairfield, Connecticut, with their two daughters. As a family, they support several endeavors, including Autism Speaks, Near and Far Aid, Mercy Learning Center of Bridgeport and The Breast Cancer Research Foundation.