Greg is a Managing Director, Private Wealth Advisor, with Morgan Stanley’s Private Wealth Management division. He is based in Morgan Stanley’s Silicon Valley office complex in Menlo Park, California, along with three business partners and a supporting team of eight associates.
Greg and his team develop customized wealth management solutions for entrepreneurs, venture capitalists, private foundations / endowments, and privately controlled corporations. His team manages fixed income, equity and alternative investment portfolios totaling approximately $20 billion on behalf of its clients (as of December 31, 2017).
Originally from San Francisco, Greg graduated from the University of Arizona with a BS in Business and Finance in 1978. He joined Dean Witter Reynolds upon graduation and moved to Morgan Stanley’s Private Wealth Management division in 1980. He was promoted to Vice President in 1983, Executive Director in 1988, and Managing Director in 2001.
Greg has been featured in Barron’s as one of the top ten Financial Advisors in America since the ranking was incepted 14 years ago, ranking in the #1 position for 6 of these years, most recently in 2015. Barron’s has also featured Greg as one of the top Financial Advisors in California since inception in 2009, ranking in the #1 position in 2018. In 2016, The Financial Times listed Greg as one of the top advisors in the country and in the state of California. Additionally, Greg’s team was ranked as the #1 wealth management team in America in, 2007, 2008 and 2009 by Research magazine.
Greg is a member of the Board of Directors at the Nativity Miguel Network of Schools, a Regent at St. Ignatius College Prep, a member of the Board of Regents at the Leavey School of Business at Santa Clara University, a board advisor at the Eller College of Management at the University of Arizona, and a National Trustee for the Boys and Girls Club of America.
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative