Greg serves as Blue Fin Capital’s chief operations officer and chief compliance officer. He manages the firm’s day-to-day operations and oversees all compliance efforts. He also focuses on managing Blue Fin’s technology platform in order to enhance the client experience.
Prior to joining Blue Fin Capital, Greg was a financial analyst at Morton Wealth Advisors and then a financial advisor at Merrill Lynch Wealth Management.
Greg holds a Bachelor of Arts in economics from Bucknell University, where he was on the school’s varsity football team. A native of Massachusetts, Greg lives in Lincoln, RI.