Focus Areas

Greg enjoys working closely with individuals and families to help identify, design, and implement their personal and generational goals through collaborative and practical advice. He is experienced in guiding his clients through a broad range of areas including investment strategy, financial planning, and trust and estate considerations, and evaluating the merits involved in complex financial matters. He also understands the critical importance of coordinating efforts between the Fiduciary Trust team and his clients’ other advisors including accountants, attorneys, and insurance specialists to ensure a streamlined client experience.

Experience

Prior to joining Fiduciary, Greg was Managing Director, Head of Relationship Management at Mainstone Capital Management. Prior to Mainstone, Greg was with Brown Brothers Harriman for 12 years, serving as a Relationship Manager within the firm’s Private Banking Wealth Management division.

Community Involvement

Boys & Girls Club of Boston – Volunteer
Heading Home – Volunteer
New England Home for Homeless Veterans – Volunteer

Personal

Greg lives in Cohasset with his wife and two children. He spends most of his free time with family and friends enjoying the seaside activities of Cohasset.