Partner, Senior Investment Strategist & Advisor
Greg serves as an Advisor to client families and works closely with the Investment Team to facilitate the communication of key investment themes, asset allocation concepts, portfolio implementation strategies and performance results. Greg brings over 15 years of investment experience focused primarily on alternative investment strategies, having served as a portfolio manager and senior investment research professional.
Throughout his career, Greg has also spent considerable time working with clients, providing education on various market themes and investment strategies, and creating customized portfolio solutions, mainly through the use of hedge funds and other hedging techniques.
Prior to joining Gresham in 2016, Greg was most recently a portfolio manager with Aurora Investment Management, a Chicago based fund-of-hedge funds firm. Before joining Aurora, Greg held senior investment research positions within the wealth management division of Guggenheim Partners and with Morgan Stanley Alternative Investment Partners. Greg began his career in investment banking at A.G. Edwards & Sons where he focused on private placement transactions and private equity investments.
- B.S.B.A., Accounting and Finance, Washington University in St. Louis
- Chartered Financial Analyst®
- Certified Private Wealth Advisor® (CPWA®)
- Member, CFA® Society of Chicago
- Personal Interests: Outdoor enthusiast, exploring new places and bowling a 300 game