Greg joined Congress Asset Management in 2013. He is responsible for business development and relationship management efforts throughout all financial intermediary distribution channels in New England, Upstate New York, and Pennsylvania for the firm.
Greg has 21 years of experience in the financial services industry, most of it focused on providing consultative sales support to financial advisors. Prior to joining Congress, he held business development positions at both Oppenheimer Funds and Putnam Investments. Greg began his career with Coopers and Lybrand as an Associate.
He is involved in the Boston College Baseball Alumni Network and is passionate about golf, yoga, and overall wellness. In his spare time, he enjoys spending time with his family and friends on or near the beach.