Greg serves as an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER TM at Ethos Capital Management, where he plays a key role in building and maintaining customized investment strategies for clients in, or nearing retirement. His work integrates risk management, tax-aware investment selection, and long-term portfolio design, all rooted in a fiduciary standard of care.

Greg holds both a Bachelor of Business Administration in Financial Planning and a Master of Science in Financial Analysis from Temple University’s Fox School of Business. He obtained his Certified Financial Planner™ designation in August 2023, a credential that underscores his deep commitment to fiduciary standards and holistic financial planning. He is currently a CFA® Program candidate—furthering his expertise in asset management, security analysis, and portfolio theory.

Greg’s technical background and analytical mindset are matched by his dedication to client service. He collaborates closely with the Firm’s senior advisor to help clients execute thoughtful, evidence-based investment strategies aligned with their retirement vision.

Address: 626 S State St Newtown, PA 18940 and 300 Carnegie Center Dr Suite 130 Princeton NJ 08540