Greg joined Jacobi Capital Management in 2012 with more than 10 years of wealth management experience. Greg’s father was a successful businessman and mentored him for over 33 years. This led Greg to pursue a life as an entrepreneur and eventually become a wealth advisor. He began his investment management career with two national financial services companies and previously owned and managed multiple private businesses for over 20 years. For much of that time, Greg had more than 80 employees under his direction which provided him with extensive knowledge and understanding of small businesses and budgeting needs.
A graduate of Roger Williams University, Greg majored in Business Administration with a minor in legal studies. He holds his Series 66, Series 6 and Series 7 licenses, and the Life and Health Insurance license. Greg enjoys traveling, golfing, trying new restaurants, mountain biking, and skiing. He previously completed the XTERRA off-road triathlon in Maui, as well as the Wilkes-Barre triathlon. Greg resides in Dallas, Pennsylvania with his wife Lisa and their two sons.
Series 7 security registration is held through LPL Financial. Series 66 security registration is held through Jacobi Capital Management and LPL Financial.