About Greg
Before joining Focus Partners, Greg was the President and CEO of Atlas Private Wealth Management, having joined in 2011 as a founding member of its Investment Committee. Prior to Atlas, Greg spent a significant part of his career at Northwestern Mutual and MassMutual, offering financial planning counsel and working closely with clients in managing their investment assets.
In each role, he demonstrated a commitment to helping individuals and businesses secure their financial futures. His approach centered around establishing long-term relationships and collaborating with team members to deliver top-tier service.
Greg completed his undergraduate studies at Siena College, earning a Bachelor of Science. He also holds several certifications, including Chartered Retirement Planning Counselor® (CRPC®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor for Senior Living® (CASL®), symbols of his professional qualifications in financial services.
A native of the Capital Region in New York, Greg has lived in various places across New England but has happily returned to his roots in Upstate New York. He currently resides in Saratoga County with his wife, Alicia, and their three children. Greg is an avid traveler and enjoys road trips and outdoor pursuits in his free time.
Before joining Focus Partners, Greg was the President and CEO of Atlas Private Wealth Management, having joined in 2011 as a founding member of its Investment Committee. Prior to Atlas, Greg spent a significant part of his career at Northwestern Mutual and MassMutual, offering financial planning counsel and working closely with clients in managing their investment assets.
In each role, he demonstrated a commitment to helping individuals and businesses secure their financial futures. His approach centered around establishing long-term relationships and collaborating with team members to deliver top-tier service.
Greg completed his undergraduate studies at Siena College, earning a Bachelor of Science. He also holds several certifications, including Chartered Retirement Planning Counselor® (CRPC®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor for Senior Living® (CASL®), symbols of his professional qualifications in financial services.
A native of the Capital Region in New York, Greg has lived in various places across New England but has happily returned to his roots in Upstate New York. He currently resides in Saratoga County with his wife, Alicia, and their three children. Greg is an avid traveler and enjoys road trips and outdoor pursuits in his free time.