Greg is an accomplished Financial Professional with over 25 years of experience. After interning for Goldman Sachs in their Municipal Finance department in 1995, he graduated from Princeton, with honors, in 1996. He then spent 2 years working as a Consultant with McKinsey & Company, in their Financial Institutions Group. There, he worked with several Fortune 500 financial companies, helping to refine, and in many cases restructure their sales and operations functions. As a result, he was recruited to Morgan Stanley in 1998 to help build their Asset Management infrastructure in Asia Pacific. Greg went on to attend Harvard Business School in 1999, and graduated with his Masters of Business Administration in 2001. Greg subsequently served as a Vice President with AllianceBernstein, an Executive Director with UBS, and a Managing Director with Canaccord Genuity, where he oversaw the entire SouthEast Region. Greg is currently a Partner at 1847Financial.
Greg is also an active member of his local community. Greg was handpicked by the Mayor of Miami Beach to serve on one of the City’s subcommittees in 2019, and was then unanimously elected to serve a two year term on the City’s Personnel Board in 2020. Greg has a passion for supporting and working with homeless minors, and has hosted several charity events to raise money and awareness for the cause.