Greg’s career in financial services began as an account executive with E.F. Hutton & Co. in 1980. Before he co-founded Caruso McLean & Company, Inc. in 1988, he was vice president and branch manager at Tucker Anthony & R.L. Day, Inc. Greg has counseled clients and managed their portfolios for more than 35 years. He realized early on in his career that each of his clients has their own story, their own distinct circumstances and their own views on investing. That’s why he’s dedicated to creating customized profiles for each client. Greg graduated Cum Laude with a bachelors degree in business management from Siena College, and took graduate courses at the Lally School of Managem