Greg has 37 years of experience assisting his clients in reaching their long term financial goals. The combination of his investment experience, as well as the vast resources of Morgan Stanley allows Greg to deliver the best possible service to all his clients. Greg recognizes that the deep relationships he has created with his clients over the years has been the most rewarding part of his career.
After growing up in Ontario, Canada, Greg attended Westmont College in Santa Barbara California on a scholarship to play soccer. He emphasizes the impact that collegiate soccer had on him at a young age, as it taught him the importance of hard work, commitment, focus, and most importantly, teamwork. Greg’s 36 years of success can be attested to his robust client service model, in which he creates a personalized plan for his clients. The process starts with an in depth discovery to determine what is important to you. The next step is Roadmap, where Greg works with you to put together a cohesive plan that clearly defines your objectives. The third step is Implementation, your plan is put in motion with a disciplined investment process utilizing the wealth of resources here at Morgan Stanley. The final step is Monitoring, a critical step that allows changes and adjustments to be made as market and personal circumstances change.
Outside of the office, Greg can be found spending time with his family – his wife Nancy, his twin sons Aaron and Ethan, and his pug, Jasper. Greg also enjoys being active, he is an avid golfer, skier, and hiker, and often spends time rooting for all of Boston’s sports teams.
Services Include
- Asset Management
- Estate Planning Strategies
- Private Banking
- Trust Services and Accounting
- Wealth Management
Securities Agent: NY, WA, MA, CT, VA, SC, PA, NJ, DC, OR, NM, NH, FL, WY, RI, MS, ME, MD, IL, CA, WI, TX, TN, NC, MI, VT, AK, IN, PR; General Securities Representative; Investment Advisor Representative