Greg brings over 17 years of experience to the team and is based in our Park Avenue office in New York City. Currently serving as a Managing Director and Co-Head of Intermediary Business, he joined Wealthspire from his role as Chief Compliance Officer and Chief Operations Officer at Lenox Wealth Advisors. His ultimate focus remains ensuring that each individual and family who works with us receives an exceptional experience.

Greg earned his bachelor’s degree from Hobart College, where he was also the captain of the hockey team. He’s an active supporter of the Juvenile Diabetes Research Foundation, and resides in Fair Haven, NJ, where he enjoys golfing, surfing, and spending time with his wife and four sons.

Previous Experience

  • Chief Operating Officer & Chief Compliance Officer at Lenox Wealth Advisors
  • Senior Portfolio Manager at Lenox Wealth Advisors
  • Senior Vice President, Asset Management at Lenox Advisors

Education & Credentials

  • BA, Hobart College