Greg is an investment executive with over 30 years’ experience in the investment industry. He is co-leader of the equity management and asset allocation committees at Central Trust Company and works with clients to structure and manage client portfolios.
Prior to joining Central Trust, Greg was responsible for portfolio strategy, strategic and tactical asset allocation, and investment management for wealth management firms serving high-net-worth families and non-profit organizations. Prior to working with high-net-worth clients, he was responsible for overall portfolio management at a family office in the Southwest where he identified and managed diverse public and private investments as well as the family office’s investments with external managers.
He has investment and asset allocation expertise across a broad range of asset classes, including public equity, private equity, venture capital, real estate, alternative Investments, and fixed income areas. Greg leverages an extensive career across investment management, research, private equity, investment banking and advisory/consulting services.
Education & Certifications
- Master of Business Administration, Harvard Business School
- Bachelor of Arts in Economics, Claremont McKenna College
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
Interests & Activities
Greg serves on the boards of several non-profit organizations. In his spare time, he enjoys traveling, working out, and spending time with family.