Gregory joined InvesTrust Wealth Management in 2017 as a Senior Portfolio Manager and Consultant before being promoted to his current roles as Director of Investments and Co-Chief Investment Officer. He is responsible for creating and managing long-term investment plans for high-net-worth families and institutions. Gregory also serves as a Consultant providing advisory services to InvesTrust Consulting clients.

Gregory has over 15 years of experience in the investment and financial services industry.  Most recently he served as portfolio manager at an Oklahoma City-area trust company, and prior to that he was an associate portfolio manager at a major financial institution in his hometown of Chicago.

Gregory earned an MBA from the Kelley School of Business at Indiana University.  He holds a B.S. in Actuarial Science and Statistics from Purdue University.  He has been a CFA charterholder since 2014.

Click here for more information regarding professional designation requirements.