Greg is the team’s Senior Vice President and Managing Director. He holds Series 7, 63 and 66 certifications and is licensed in insurance. He also holds a Certified Estate and Trust Planning Specialist (CES®) designation from the Institute of Business and Finance. Greg has eleven 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 The New York Society for Prevention of Cruelty to Children, Near and Far Aid, Autism Speaks, Mercy Learning Center of Bridgeport and The Breast Cancer Research Foundation.