Greg started his career at Stifel Nicolaus, covering the closed-end fund sector as a senior equity analyst. From there he moved to Bear Stearns/JPMorgan, becoming a desk analyst and proprietary trader, also in closed-end funds. Greg joined Focus Partners in 2026.

Education and Professional Milestones

-American University Kogod School of Business – bachelor of science in business administration

-Northwestern University McCormick School of Engineering – master’s degree in science