Greg is an investment strategist with W.A. Smith Financial Group primarily focused on portfolio strategy and implementation.
Greg is an Investment Strategist with W.A. Smith Financial Group primarily focused on portfolio strategy and implementation. His responsibilities include identifying and analyzing investment opportunities for inclusion within client portfolios as well as evaluating existing and potential third-party investment managers. Greg works closely with each Wealth Advisor to ensure client portfolios are structured in accordance with their investment objectives.
Greg graduated from the University of North Carolina-Greensboro with a degree in Communication Studies prior to earning his M.B.A. in Finance from Murray State University.
Away from work, Greg spends his time reading and playing golf with friends.
Get To Know Greg:
Favorite Food: Sushi
Favorite TV Show: How I Met Your Mother
Hidden Talent: Cooking
Place you would most like to visit: Bora Bora
Best piece of financial advice you have ever received: Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.