Greg has been a co-leader of the Private Client Group at Clearstead since the group was formed in 2010. Greg’s areas of expertise include: Wealth Management counseling, estate and income tax planning, and constructing tailored asset allocation policy and strategies for affluent individuals and their families. Greg also is a member of the Management Committee. After graduating from The College of William & Mary with a BBA in Accounting degree, Greg pursued his interest in personal finance with a career spanning more than thirty-five years with Price Waterhouse, Fairport Asset Management, and Clearstead. At Price Waterhouse, he was the director of t