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Greg is Wealthcare’s Vice President of Corporate Development. He leads the firm’s efforts to strategically partner with dynamic advisory firms seeking a platform to further enrich the advisor and client experience and provide tremendous growth opportunities for their practice.
Prior to joining Wealthcare, Greg served for six years as Vice President at Woodbridge International M&A, where he represented owners in the sale of their companies.
Greg has spent the last 20 years advising, representing, and consulting with business owners, high-net-worth individuals, investors, and senior executives. Most notably, he is appreciative of his seven-year experience on a team at Merrill Lynch, and later Credit Suisse, as a financial advisor and private banker to high-net-worth families and key executives of public companies.
He is a graduate of Washington & Lee University, majoring in Economics with additional studies in Corporate Finance.