Greg is the CEO of The Advisory Group and a senior advisor to our institutional and non-profit clients. He works with organization leaders on investment consulting, retirement plan development and investment policy implementation. Greg has a passion for behavioral finance and financial literacy and uses these skills to improve financial outcomes for employees in 401k and pension plans as well as beneficiaries of non-profit organizations. Greg also leads the Investment Committee at The Advisory Group and applies his experience with large institutions, including his work at Callan Associates, to analyze market trends and develop asset allocation strategies and portfolio structures that rein