Client Portfolio Manager
As a client portfolio manager, Gregory researches and builds investment models based on analysis, combining years of financial services and customer relationship work.
He has more than 10 years of experience in financial services, working on the sales desks at PIMCO and Prudential Annuities. While at PIMCO, he also worked on the Portfolio Analysis Group, a consultative resource for financial advisor clients that provides risk factor analysis of client portfolios.
Gregory received a master’s degree in finance from Fairfield University and received a bachelor’s degree in business administration from Boston University. He is also a CFA® charterholder and CAIA® charterholder.
Outside of work, Gregory enjoys spending time with his wife, Izabella, and two daughters, Maria and Giuliana. He enjoys traveling, cooking and being outdoors.
Greg is a non-registered associate of Cetera Advisors Networks.
Get to Know Greg
Favorite food: pizza, especially New Haven-style
Favorite TV show: “The Office”
What motivates Greg: being the best husband and father possible
Favorite holiday: Christmas
Place Greg would most like to visit: Barcelona, Spain
Biggest accomplishment: studying for and passing the level 3 CFA exam with a newborn at home