Greg, based in St. Petersburg, is the Head of the RIA & Custody Services Division. He has over 20 years of experience working exclusively with registered investment advisors. Greg has an industry expertise in business planning, succession, growth strategies, practice management, and technology. He joined Raymond James from Charles Schwab Advisor Services, where he held a variety of roles in trading, relationship management, business development, and leadership.

Greg has been the recipient of a number of awards and honors throughout his career. He is a graduate of the Ohio State University with a major in political science. Greg was a recipient of the Evans Scholarship, an academic scholarship supporting four years of full tuition expenses.

Greg is currently relocating to Florida with his wife Julia and their three children. In his free time Greg enjoys cooking, golfing, tennis, traveling, and attending his children’s various activities.