My team and I are committed to helping our clients make smart investment and financial decisions through professional relationships based on high quality research, high standards of fiduciary duty, and personalized service.
- University of Michigan, Bachelor of Arts
- Villanova University, Master’s in Business Administration (MBA) in Finance
- Chartered Financial Analyst (CFA) Charter Holder
- Current Treasurer of B’nai Jeshurun Congregation
Greg is a Partner and Wealth Advisor at Vivaldi Capital Management based out of the Cleveland, OH office. He provides comprehensive, customized financial advice and retirement plans to families. Prior to joining Vivaldi, Greg spent fifteen years at The Proper Analysis Corporation where he served as Head of Investment Research and as a Portfolio Manager. Greg graduated from the University of Michigan with a Bachelor of Arts. He also holds a Master’s in Business Administration (MBA) in Finance from Villanova University and is a Chartered Financial Analyst (CFA) Charter Holder. Greg enjoys competing in Ironman triathlons, skiing, hiking and attending his kids’ sporting events.