About Gregory Poterack
Greg has been solving client questions for over 10 years but just recently joined Morgan Stanley. Prior to working in the financial industry, he owned a restaurant for 14 years, which was a proven training ground in providing excellent client service. His business experience taught him to keep cool when he has 42 emails and 28 phone messages, all marked URGENT, before noon.
As a Client Service Associate, execution is his game. If it’s not specific investment advice you’re looking for, contact Greg directly! If he doesn’t know the answer immediately, he will chase it down and report back to you quickly. His main goal is to keep things as hassle-free for our clients as possible.
Greg loves helping clients improve their lives with Morgan Stanley’s knowledge, experience and commitment to service. As for his love on another level, that’s saved for his wife, Tonia, and son, Mitchell.