Designations and Licenses

Greg holds the Chartered Financial Analyst® designation.

Experience and Education

Greg works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, he served as vice president of relationship management at BMO Asset Management Corp. Prior to that, he worked at Henderson Global Investors as an internal sales associate.

Greg has a Bachelor of Arts – Business Administration degree from Illinois Wesleyan University.