Greg brings over two decades of experience to the team and is based in our New York City office. Currently serving as a Managing Director and 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 Rumson, 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
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
