Gregory Roberts

Assistant Vice President, Finance

Greg serves as an assistant vice president on the firm’s finance team, where he supports the wider finance department, including the firm’s Controller and Chief Financial Officer.

He brings over a decade of experience in finance and accounting with an emphasis on data analysis and reporting. Most recently, Greg worked as a Revenue Analyst at Labcorp Drug Development in Madison, WI. Over the years, he has also pursued his interest in quantitative analysis through his own proprietary equity trading.

In his free time, he enjoys trail running and hiking, in addition to studying physics, biology, and chemistry.

Previous Experience

  • Revenue Analyst III at Labcorp Drug Development
  • Accounting Specialist at Fairway Independent Mortgage Corporation
  • Pricing Analyst at Epic Systems Corporation
  • Financial Analyst I at Fidelity National Information Services
  • Quantitative Equity Trader (self-employed)

Education & Credentials

  • BBA, University of Wisconsin – Milwaukee, Finance & Accounting, summa cum laude

*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.