Greg joined Adviser Investments as a client service associate in 2021. He assists financial advisors with client inquiries, database management, paperwork and transferring of funds. He began his career at Waddell & Reed. During his time there, Greg helped migrate and re-register all the firm’s client accounts following its acquisition by LPL Financial. He graduated from Siena College, where he received his B.S. in finance. Greg lives in Peabody, MA, with his parents and younger brother. He loves to lift weights and play basketball in his free time and enjoys trying new barbecue food.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.