As an associate director, Greg’s responsibilities include relationship management and sales for Cerulli’s U.S.-based initiatives.

Greg has several years of experience in RIA and family office distribution in the U.S. working for asset management firms like J.P. Morgan and Nuveen Investments. Most recently, Greg has worked as a Wealth Advisor providing financial planning and advice to families approaching retirement.

Greg graduated from Merrimack College with a concentration in Finance and Economics, and holds the Certified Investment Management Analyst (CIMA®) designation.