Director of Fixed Income
Gregg is the Director of Fixed Income for LWS Wealth advisors. He brings an extensive background in the financial markets with over 25 years of experience as a Fixed Income Trader/Strategist at Credit Suisse First Boston, CIBC, and Cantor Fitzgerald. Gregg also served as a Financial Advisor at Merrill Lynch, and as the Global Fixed Income Business Manager in charge of Interest Rate products for Bloomberg L.P.
As a Wealth Advisor, Gregg utilizes his market experience to implement a disciplined approach to investment portfolio management and the creation of comprehensive financial plans that cater to the individual needs and specific risk profiles of his clients.
Gregg holds an M.B.A from NYU, a B.S in Accounting from the University of Florida and was previously a licensed C.P.A. He enjoys the great outdoors and lives with his wife in Edwards, Colorado.