Investing is in Greg's DNA: his father and sister were stock brokers; his grandfather and uncle built significant portfolios by patiently saving and investing. As an M.A. and Ph.D. candidate and Woodrow Wilson Scholarship winner at the University of Virginia, Greg was mentored by respected CIA economist Gertrude Greenslade. He specialized in Russian and Chinese Political Economy and lived in St. Petersburg to immerse himself in Russian language study. After moving to Los Angeles, Greg became a media entrepreneur; first in film finance for legacy media and later as a founder for a digital content startup.
Greg brought his education and CEO experience into the financial space because he saw an opportunity to have a lasting, positive, impact on the lives of others. He began his career at Merrill Lynch and JP Morgan, but soon discovered the big wire-houses – with their disproportionate focus on selling proprietary products - were not ideal vehicles to serve the best interests of his clients. As a result, he intentionally sought out the independent, client-centric advisory model pioneered by firms like Gerber Kawasaki.
With extensive experience in both traditional and digital media, Greg understands the career paths and financial challenges specific to individuals in this space. He has held both creative and executive roles in media/advertising and has a sophisticated grasp of the needs of these clients. He assembles strategies that maximize income that is sometimes unpredictable and can often consist of lump-sum payments.
Greg is a LGBT ally and is proud to serve this vibrant, dynamic Los Angeles community. He feels a tremendous debt of gratitude to friends who offered their support and guidance to help him raise his gay son. He believes LGBTs have been underserved by traditional financial services and has made it his personal mission to reverse this trend. The needs of this community are idiosyncratic and unique, and Greg understands how best to serve them.
Greg's writing and photography has been published in Elle Japan, the L.A. Athletic Club's Mercury magazine, EaterLA and Thrillist. He lives in a loft in downtown L.A.'s Arts District with his wife, son and two weimaraners. He volunteers time for the LGBT center in West Hollywood and Friends for Pets, a Weimaraner rescue in Sun Valley.
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