- phone 781-431-3010
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Focus: Insurance Strategies, Investment Strategies, Business Succession Planning, Estate Planning, Business Owners, College Funding Strategies
Greg provides innovative investment management, generational planning and wealth transfer solutions through a comprehensive and coordinated approach for clients. This is a focused service for high net worth individuals, successful professionals, business owners and their families. He brings a fresh perspective to investment strategies backed by over two decades of expertise.
He is supported by a team of professionals whose mission is to provide unparalleled service that meets clients' needs and exceeds their expectations. This is achieved through integrity, knowledge and consistency of a team that is committed to excellence in all that they do.
Greg began his career in the financial services industry in 1991. He was promoted to Managing Associate of New England Financial Services, Rochester NY, two years prior to joining Baystate Financial in 1997. He received his MBA in Finance and Public Accounting from the William E. Simon School, University of Rochester in 1989, and earned his Certified Financial Planner professional designation in 2001. He was a member of the Inner Circle of Advisors at the MetLife Broker Dealer Group. Additionally, he has been recognized as a member of the "Top of the Table" by the Million Dollar Round Table. This international association of financial professionals is the standard of excellence in the financial services industry.
Greg resides in Newton, Massachusetts with his wife Julie, and their three children, Josh, David and Charlotte.
Check the background of this investment professional on FINRA’s BrokerCheck
100 William Street 3rd Floor
Wellesley, MA 02481