Gregg ensures our clients’ financial, investment, tax, and estate plans are efficiently and proactively executed. Carefully evaluating every available option, he does the exhaustive research and extensive analysis needed to present clients with sound recommendations to realize their financial goals.
Prior to joining Atlantic Wealth Partners in 2019, Gregg was a Financial Advisor with a team J.P. Morgan that served high net-worth families in Palm Beach Gardens. He also worked as a Financial Planning Specialist for Ameriprise Financial. In a prior role as Senior Associate and member of the Wealth Planning & Analysis Task Force at Alliance Bernstein, Gregg served a client base for four advisors with over $1 billion in assets under management.
Gregg earned his Executive Certificate in Financial Planning from Duquesne University, his MBA from Robert Morris University, and his B.S. degree in Financial Mathematics with a minor in Actuarial Science from Robert Morris University.
He currently resides in Palm Beach Gardens with his wife and daughter.