Vice President Investments
Greg joined Alpha Pension Group in 2012 and is currently responsible for all Alpha technology, software, and networks. Greg ensures all systems are secure with the proper controls to comply with all financial industry best practices. He also coordinates new tool implementation and supports business development and analytics. To further enhance Alpha’s personal relationship with clients, he assists with maintaining the CRM and ensures the integrity of data collection and protection.
Greg started his career at Alpha as an intern in college and has been with the firm almost his entire professional career. In addition to other roles, Greg served as the Director of Investment services for seven years before transitioning to his current role as Chief Technology and Analytics Officer. Due to Greg’s extensive experience in multiple roles at Alpha, he understands what infrastructures and database systems best fit the company’s comprehensive business model. Greg enjoys developing Alpha’s systems and processes designed to help hard-working people pursue retirement readiness.
In his free time, Greg enjoys keeping fit, hunting, and golfing. When not tending to Alpha’s data analytics systems, he keeps busy as a small engine mechanic at his family business, fixing lawn mowers, snowblowers, chainsaws, and more.
Education and Professional Designations
Bentley University, B.S. Corporate Finance and Accounting
Accredited Investment Fiduciary® (AIF®)
FINRA Series 6 and 63 securities registrations held through LPL Financial