Meet Greg
In 2017, after receiving his undergraduate degree in Finance from Seton Hall University, Greg joined the Ayco Company, a subsidiary of Goldman Sachs that provides comprehensive personal financial services to C-Suite executives of Fortune 500 companies.
While at Ayco, Greg became a CERTIFIED FINANCIAL PLANNER™ practitioner. With a desire to broaden his experience, he moved on from Ayco to Integrity Advisors Pension Consultants, a firm that specialized in providing personal financial planning to owners of small businesses, with a particular focus on tax shelters and planning utilizing qualified plans.
After several years at Integrity Advisors, and with a desire to return to a more comprehensive approach to personal financial planning, Greg joined Geller Advisors LLC, a multi-family office based in New York, where he worked with ultra-high net worth individuals and families in all areas of personal finance.
Greg now incorporates his varied experience into all areas of service as he works to help our clients find their freedom. He maintains the Series 3 and 66 registrations.
Greg’s wife, Deborah, is a registered nurse in the New York Presbyterian hospital system. They live outside of Beacon, New York, with their young children. Greg enjoys helping his family and friends in all areas of their personal financial lives, and he is also an avid lover of movies, listening to and playing music, and working on his house with his wife and kids.