Managing Director at The CAPROCK Group
Prior to joining The CAPROCK Group, Greg worked for over 35 years as a consultant, wealth manager, entrepreneur and senior executive.
Greg is the former Managing Director of Merrill Lynch & Co., Inc., where he was responsible for the Global Private Client Wealth Management Business and Strategy in the Western US. In addition to serving in numerous senior leadership roles at Merrill Lynch, he began his career as a financial consultant and wealth manager. He also founded eMaxx Partners, a virtual advisory firm, that utilizes an “open source intelligence model” to deliver a full suite of consulting, marketing, creative, and advertising services. Greg was involved in the development of Silverlakes Park LLC, the largest youth soccer and field sports facility in North America that will serve over 1.5 million youth athletes each year.
Greg has been a dedicated mentor to many professionals and is also enthusiastic in promoting education and financial literacy for the children in our communities.
Greg is a graduate of Northwestern University, and resides in Laguna Niguel, California with his wife of 34 years and their children.