Greg is the director of investment communications at OneDigital Retirement + Wealth. He has more than 15 years of experience in the financial services industry, most of which has been working directly with financial advisers. Before joining OneDigital Retirement and Wealth, he worked as a client portfolio manager at Carson Group. He helped advisers create investment models and provided timely market and economic updates to the organization.
Greg has worked on the PIMCO Global Wealth Management team as a portfolio analysis group specialist. He acted as a consultative resource for financial advisers and provided asset allocation guidance using risk factor analysis. He also has experience working in the variable annuity industry from his time at Prudential Annuities as a regional sales consultant.
Greg received a master’s degree in finance from Fairfield University and a bachelor's degree in business administration from Boston University. He is also a CFA® charterholder and CAIA® charterholder.
Outside of work, Greg enjoys spending time with his wife and two daughters. He also enjoys traveling, cooking, and being outdoors.