As Partner and Senior Wealth Manager at Prosperity Capital Advisors, Greg builds tactical and thoughtful retirement strategies that evolve with our clients’ lives while innovating new ways we can better serve them. His specialty is creating personalized, tax-efficient investment approaches that balance growth potential with protection in even complex cases, helping pursue goals while managing uncertainty.

After graduating from Fairfield University’s Honors Program with a bachelor of science in finance and accounting, Greg began his career trading fixed income and options as an associate director at UBS. Later, he transitioned to personal financial services to pursue his passion for working directly with clients to provide more personalized retirement planning. In 2019, Greg co-founded OneTeam Financial to help raise the standard for coordinated, holistic financial planning led by a team of true subject-matter specialists.

As a respected authority on retirement income, stock options, tax management, and investment management, Greg also shares his experiences widely through speaking engagements at the New Jersey Bar Association events and CPA societies throughout the state. He extends this mission to spread knowledge through his work with the American Financial Education Alliance (AFEA), where he teaches workshops to help his community members. His holistic planning insights have also reached a broader audience through media appearances, including U.S. News & World Report.

Industry Leadership and Expertise

While he has over two decades of experience in financial services, Greg is committed to continuously furthering his expertise. He holds the Chartered Financial Analyst (CFA®) designation and has also earned his Certified Financial Planner (CFP^®), Certification in Long-Term Care (CLTC^®), and National Social Security Advisor (NSSA^®) certification, giving him a deep understanding of multiple areas of financial planning. As a member of Ed Slott’s Master Elite IRA Group and the Estate Planning Council of Central New Jersey, he stays current with the latest strategies and connected with other industry leaders.

Life Beyond the Office

Originally from Raynham, Massachusetts, Greg now lives in Colts Neck with his wife, their two daughters, and dog, Diggie. Outside of work, he likes to golf, exercise, and spend time on the New Jersey Shore. He also serves on the advisory board for Best Buddies New Jersey, supporting individuals with intellectual and developmental disabilities.

CERTIFICATIONS

• Chartered Financial Analyst (CFA®)
• Certified Financial Planner (CFP®)
• Certification in Long-Term Care (CLTC®)
• National Social Security Advisor (NSSA®)
• Bucket Plan Certified® (BPC)

AFFILIATIONS

• Estate Planning Council of Central New Jersey
• Ed Slott’s Master Elite IRA Group®