Greg is a portfolio manager and a member of the firm’s investment and compensation committee. Greg joined the firm after more than 25 years with Bank of America and its predecessor companies (Merrill Lynch, Columbia Management Group, Shawmut Investment Advisors, and Connecticut National Bank). His responsibilities have included managing investment portfolios for pension funds, mutual funds, and endowments and foundations, and managing all aspects of client relationships. Greg has managed both equity-only and balanced accounts with assets under management that have exceeded $1 billion.
