Greg helps clients with the guiding principle of ‘plan, position, and preserve’. His experience includes positions held at Wilmington Trust, US Trust, and Axa Advisors as well as many years in the agriculture sector with Conagra Foods. Greg holds a B.S. in Economics from St. Bonaventure University and is very active in the Rochester charitable community with present and past positions with the YMCA, the United Way, the Friendly Home, Cooperative Extension, American Diabetes and Breast Cancer research events. Greg spent many years coaching teens at Mercy High and as the teen youth minister at St. Louis Church.
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