Education:
BA Philosophy, University of Colorado, Boulder
Responsibilities: Greg has worked with individuals, families, and institutions since the early 1990s. Greg has more than 30 years of experience in financial planning and wealth and portfolio management across traditional asset classes such as public equities and fixed income, as well as alternatives and private investments. Greg sits on the SFE investment committee and has primary duties that include portfolio construction and management, investment research, and trading.
About Greg: After spending time with an ultra-high-net-worth investment advisory firm, Mechanics Bank’s Wealth Management Division, and eight years with the Santa Ynez Band of Chumash Indians as their Investment Officer, 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 of assisting each unique client to achieve their individual financial goals and objectives. Greg received his undergraduate degree from the University of Colorado, Boulder and is currently finishing up his MBA. Greg enjoys traveling with his family, as well as hiking, biking, surfing, golfing, and skiing with his wife, two boys, and friends.