Greg maintains the integrity of family office client balance sheets through daily monitoring of portfolios, generating client and regulatory reports, and executing investment portfolio solutions. Whatever the daily task, he acts with an eye toward each client’s overall goals to provide them with the best possible experience.
Prior to TwinFocus, Greg worked at an investment software company in Boston in a client service role. He graduated from Hobart and William Smith Colleges with dual degrees in mathematics and economics.
I like working in a position that is in-tune with the financial markets. It brings a level of energy to each day and offers continuous learning opportunities.
I like to learn, enjoy math, and appreciate the complexities involved in providing investment solutions to clients.
You’ll often find me hiking, reading, playing golf or being with friends and family.