- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Vice President, Greg works with affluent families, business owners and corporate executives, often serving as the initial point of contact for prospective clients. Greg excels at working to understand the unique goals of individuals and families, hand selecting a team of professionals tailored to their needs and preferences, and plugging into the vast resources of the firm.
Experience
Greg brings more than 20 years of experience in the financial services industry. Prior to joining Northern Trust as a Wealth Strategist, Greg worked for Fidelity Charitable Services and Van Kampen Investments.
Community Involvement
Greg serves as President of the North Shore Estate and Financial Planning Council. He is also a member of the Board of Directors for CJE Senior Life.
Joined Northern Trust
2003
Education
Bachelor of Arts, English Language and Literature, Miami University. Master in Business Administration, Lake Forest Graduate School of Management.
Credentials
FINRA Series 7, 63 and 66.
Winnetka
By Appointment Only
62 Green Bay Road
Winnetka, Illinois 60093