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?
My role is to think about our client’s wealth so they can spend their time focusing on things that matter more to them. Many people spend too much time thinking about their wealth.
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 taught me how to concentrate on the things that matter most to me.
What personal accomplishments are you most proud of?
Being a good husband and father.
Education and accreditations
- B.S.B.B. in Finance, Bowling Green State University
Greg has been providing investment and wealth advisory services to high net worth individuals and their families since 1990. He joined Aspiriant in 2010 as a result of the acquisition of Deloitte Investment Advisors.
Greg greatly values the deep personal relationships and trust he has developed with his clients. He spends the majority of his time serving 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 is well-equipped to help clients find the best solutions to fulfill their goals and the right professionals to be part of the team.
Prior to Aspiriant, Greg worked at Deloitte Investment Advisors as a Senior Manager specializing in investment consulting and financial planning for wealthy families.
He has deep experience and 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 knowledge and expertise in investment research, discretionary investment management, qualified plan and personal trust design. Greg also has experience advising and serving various non-profit and foundation board of directors both as a consultant and volunteer.
Greg received a Bachelor’s degree in Business Administration with a Specialization in Finance and a concentration in accounting from Bowling Green State University. He is a Chartered Financial Analyst (CFA) charter holder and a Certified Financial Planner™ professional (CFP®). He is a member of the Financial Analyst Society of Cincinnati and is actively involved as a volunteer with the Boy Scouts of America.
Greg and his wife Jodi live in Loveland, Ohio with their two children, Garrett and Rachel. In his free time, Greg enjoys various types of bicycling, spending time with his family and being outdoors.