Greg oversees RegentAtlantic’s qualified retirement plan offering services, including portfolio investment and management, as well as participant education. Additionally, Greg oversees the Investment Team’s responsibilities of portfolio rebalancing, mutual fund and equity research, and portfolio implementation for new wealth advisory clients. He sits on RegentAtlantic’s
Investment Committee and is a member of the Firm’s
Neighborhood Nonprofits Group. A Texas native, he brings over 15 years of experience in portfolio management and financial planning. Greg earned a BS in Personal Financial Planning from Texas Tech University in 2002. Greg is a CERTIFIED FINANCIAL PLANNER™ professional.
Greg lives with his wife and daughters in Morristown and is passionate about giving back to the community. He serves on the Board of Directors as Treasurer of the Environmental Endowment for New Jersey.