With a wealth of experience Gregg has been providing financial advice and guidance to families, corporate executives, and successful business owners for over 30 years. He began his career at Lehman Brothers in New York City and subsequently at other large wealth management firms, most recently Fidelity Investments. He was also a member of an Institutional Investor ranked Healthcare Services research team as an associate research analyst at UBS. He prides himself on building strong long-lasting relationships based on open, consistent communication and deep-rooted trust. His mission has always been to listen, understand and identify each client’s concerns and goals while being responsive to unforeseen economic and personal changes in their lives. Integrity, objective advice, attention to detail, and unwavering concern for the well being of his clients are the hallmarks of his client service model.
Adapting to change is something Gregg can relate to as his family recently relocated to the Seacoast of New Hampshire. They fell in love with the Granite State during many visits over the years and are proud parents to their 2 children who both attend NH colleges. Gregg is an avid sports fan, loves to play golf and is a passionate weather forecaster/enthusiast. He is also an advocate of the American Brain Tumor Association, a charity close to his heart.
Beginning this next chapter, Gregg recently joined Estate Planners of New England as Director of Operations. He looks forward to sharing his knowledge, enthusiasm and experience with the overall purpose of helping clients plan and achieve their financial goals.