Greg services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He is also a member of the Recordkeeper Oversight Committee. Greg joined Fiduciary Investment Advisors, LLC in 2017, which combined with Fiducient Advisors in 2020.
Before joining the firm, Greg worked in both institutional and individual wealth management helping create positive retirement outcomes for plan sponsors and plan participants. He received his BA from the University of Connecticut and is a ChFC® (Chartered Financial Consultant). He volunteers as a Board Member for MARCH, Inc. of Manchester, a Connecticut organization dedicated to enriching the lives of individuals with intellectual disabilities, and as a Board Member of the Connecticut Council on Problem Gambling. Greg enjoys biking, hiking, kayaking, running, lacrosse and football in his free time.