Client Portfolio Strategist
Greg is a Client Portfolio Strategist in Signature’s Richmond office. He focuses on working with clients to create and explain portfolio composition and strategies. His extensive investment experience provides a unique combination of portfolio expertise and client management skills.
Prior to joining Signature, Greg served as the Chief Investment Officer of Triad, LC, a single-family office located in Richmond, Virginia, where he was responsible for investment management, strategy, planning and oversight across an array of asset classes including private equity and real estate. Prior to joining Triad, he spent time as a Portfolio Manager at both U.S. Trust and Davenport and Company, serving high net worth clients, and worked in the Real Estate and Specialty Finance Investment Banking Group at BB&T Capital Markets.
Greg currently serves on the St. Andrew’s School Foundation Board, The Old Westham Civic Association Board and is active in Richmond’s start-up and entrepreneurial ecosystem as an investor and mentor. He is a Board Observer for Wealthforge Holdings and a Managing Member of Hookum, a toy and game development company.
Greg graduated from Hampden-Sydney College with degrees in both Economics and German and received an MBA from the University of Richmond.
He lives in Richmond with his wife and two sons, where, in his spare time, he enjoys running, hunting, and playing golf.