B.S. Finance, University of Connecticut
Greg started his career in financial services as a Junior Analyst with a Senior Wealth Management group at UBS. He worked closely with high-net-worth clients on portfolio management and investment analysis. After his time at UBS, Greg moved to a private alternative investment firm, where he invested firm capital as a derivatives trader and equity portfolio manager. Greg has earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Greg is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam. Greg is a Principal with the firm, and serves as a Portfolio Manager and an Investment Analyst.