Education:
BA Philosophy, University of Colorado, Boulder
MBA, Daniels College of Business, University of Denver, currently enrolled
Responsibilities: Greg’s primary duties include client investment and relationship management. Greg has more than 25 years of experience in the areas of private wealth, alternative investments, portfolio management, and investment research.
About Greg: After spending eight years with the Santa Ynez Band of Chumash Indians as their Investment Officer, as well as time with Rabobank’s Wealth Management Division, an ultra-high-net-worth investment advisory firm, and institutional investment managers, Greg is thrilled to be back with the SFE family after an 18-year absence. Describing himself as curious, open-minded, thoughtful, and professional, Greg is drawn to this line of work’s strong sense of purpose and the satisfaction from assisting each unique client to achieve financial goals and objectives. Greg enjoys traveling with his family, as well as hiking, biking, surfing, golfing, and skiing with his wife, two boys, and friends.
Financial Advisor