Senior Vice President - Financial Advisor, Senior Consulting Group
Greg specializes in helping serve the needs of ultra-high net worth individuals and families, as well as high profile executives and entrepreneurs across the country. He uses a personalized, comprehensive approach to wealth management to achieve client-specific needs and goals. Greg seeks preservation of capital, focusing on downside risk management while capturing a good portion of the market upside.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
December 4, 2023
June 1, 2023
Global insight weekly
May 10, 2022
Social Security: At a glance
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.