What do you enjoy most about wealth management?
Developing close relationships with clients while helping them solve problems.
What’s the biggest challenge?
Anticipating a client’s problems and solving them before they materialize.
What do you love most about being part of Aspiriant?
Working with a great group of people to serve our clients.
What professional accomplishments are you most proud of?
Earning the CFA charter.
What quality of yours makes you best suited to do what you do?
My persistence and attention to detail.
How should people think about their wealth?
Strategically and intentionally. We encourage clients to take a big-picture view of their wealth. While wealth can be helpful, it can also be harmful. Leaving a large sum to someone isn’t always the best answer. We challenge clients to be intentional with their giving and wealth transfer and think about their legacy — What is the legacy they want to leave? Who do they want to influence and how?
What do you love to do outside of work?
Spend time with my family and friends, spend time outdoors, be physically active.
What would you be doing if you weren’t at Aspiriant?
Something that combines being physically active and being in nature. Maybe some kind of adventure guide.
I’ve spent my entire adult working life helping people accomplish their financial goals.
What’s the most influential book you’ve read?
“The 7 Habits of Highly Effective People,” by Stephen Covey, taught me how to concentrate on the things that matter most to me.
Education and accreditations
- B.S.B.B. in Finance, Bowling Green State University
Greg greatly values the deep personal relationships and trust he’s developed with his clients and is passionate about helping people leave an impact upon others. Providing investment and wealth advisory services to high net worth individuals and their families since 1990, Greg joined Aspiriant in 2010 as a result of the merger with Deloitte Investment Advisors.
He spends most of his time working with high net worth families while also serving business and philanthropic organizations. With many years of experience and a diverse background, Greg provides a wide range of financial planning and investment management services to his clients. He’s well-equipped to help clients find the best solutions to fulfill their goals and the right professionals to be part of the client service team.
He has deep expertise in fulfilling the role of fiduciary and trustee having spent a decade in a bank trust department. While working at the bank, he also developed his skills in investment research, discretionary investment management, and qualified plan and personal trust design. Greg also has also served on various non-profit and foundation boards of directors, both as a consultant and volunteer. In addition, Greg is the firm’s leading expert on elder care and long-term care and has extensive hands-on experience caring for his mother.
Greg received a Bachelor’s degree in Business Administration with a Specialization in Finance and a concentration in Accounting from Bowling Green State University in Ohio. He is a Chartered Financial Analyst® and a Certified Financial PlannerTM. He’s also a member of the Financial Analyst Society of Cincinnati and the Financial Planning Association of Southwest Ohio.
Greg enjoys spending time with his two adult children, Garrett and Rachel. A lover of the outdoors, Greg leads camping activities for the Dan Beard Council’s Blue Jacket District of the Boy Scouts of America and is president of Orienteering Cincinnati. He also enjoys working on his home, built in 1895, and attending musical events.