Senior Wealth Manager
As a Senior Wealth Manager, Gregg works directly with clients daily. Before joining Sage in 2012, Gregg worked at Charles Schwab for four years, so he is particularly strong at helping clients put all the pieces together.
Gregg earned a B.S. in Health Policy and Management from Providence College and his M.S. in Financial Services from Saint Joseph’s University.
Why are you in wealth management?
I’ve always had an interest in finance, but I was drawn by the opportunity to work with individuals and develop financial plans unique to their needs. The most rewarding aspect of working with our clients is the evolution of the relationship from financial advisor to trusted advisor and, with some relationships, to a personal friend.
What do you love most about being part of Sage?
Sage has created a culture centered on putting the client’s interests first. It is great to be in a workplace with a deep commitment to doing well for our clients.