In his role as a Private Wealth Advisor, Greg has tailored his practice towards working with affluent individuals, families, business owners and professional athletes on the development and implementation of comprehensive financial plans.

His aim is to help clients understand how to coordinate all aspects of their financial life, ranging from portfolio construction, wealth creation, and retirement planning to estate preservation, cash flow management and tax mitigation strategies.

Prior to joining Alpha Zero, Greg specialized in asset transition planning for business owners and retirees, helping clients who had either changed jobs, recently retired, or were selling their business.

Greg has a Bachelor of Science in the field of Finance from the University of Connecticut and currently resides in Wethersfield, CT. In his free time, Greg is an avid golfer.