Greg is an integral part of our technology team and also works closely with our Research Committee and our Trading and Investment Committee. Greg joined our firm in 2017 and has twenty years of experience in the financial services industry. Greg came to BLBB Advisors from West Capital Management where he was a Research Analyst and served on West’s Investment Committee. Prior to West Capital, Greg was a Senior Associate at State Street Corporation and a Trade and Portfolio Administrator at Goldman Sachs Asset Management.
Greg graduated from Columbia University where he received a B.A. in Economics and was Captain of the Varsity Swim Team. Greg also earned the Chartered Financial Analyst (CFA®) designation and the Financial Risk Manager (FRM®) certification along with his MDiv (Masters of Divinity) from Westminster Theological Seminary. Outside of work, Greg serves on the Board of the Friends of Upper Dublin Library.