Greg is a managing director - financial advisor, as well as a senior portfolio manager with RBC Wealth Management. He is focused on meeting the needs of both institutional and private clients. Greg is the leader, founder, and one of the key decision makers within the Pawlak Investment Group in Appleton, Wisconsin. He is supported by Sam Pawlak (Senior Financial Associate), Cynthia Anderson (Personal Assistant, Senior Client Associate, Branch Service Manager), Will Packard (Senior Business Associate – Vice President), John Sesing (Associate Planning Professional, Registered Client Associate), and a dedicated group of consultants, analysts, and operations personnel committed to serving client needs.
Greg joined RBC Wealth Management in 1994. Prior to joining RBC Wealth Management, he served as a financial advisor for Kemper Securities Group – Blunt Ellis & Loewi, Inc. He has more than 42 years of industry experience and has consistently been named to RBC Wealth Management's Executive Chairman's Council since 1994. Greg is also a current member of the Equity Leaders Advisory Council.
Greg has served on the boards of several organizations, including The Thompson Community Center, Pillars, Ephraim Resources Inc., and the Fox Valley Community Foundation (serving on both the executive board and as investment committee chair).
Greg oversees the stock selection process, overall investment strategy, asset allocation, and tax minimization while making all final investment decisions for the group. He assesses each client's risk tolerance and determines the appropriate strategic or tactical model for their portfolios. He holds a bachelor's degree in economics.
Greg is a lifelong resident of the Fox Valley, Wisconsin area. He and his wife Julie enjoy biking, fitness, outdoor activities, travel, and spending time with their family.
