Greg provides strategic leadership for M&A and inorganic growth. He is responsible for pursuing new business opportunities, partnerships, and acquisitions. As an executive with over 15 years of experience, Greg joins us from his most recent position at LPL Financial where he was responsible for developing and leading the inorganic growth strategy of LPL’s acquisitions of external sub-scale broker-dealers, RIAs, and enterprise partners. Greg also brings nearly a decade of experience as a buy and sell side advisor supporting over 200 transactions per year for clients requiring valuation support, deal structuring, financing, and target sourcing.
Greg earned a Bachelor of Business Administration from California Polytechnic University San Luis Obispo and a Master’s in Business Administration from the University of Southern California. Based in San Diego, he enjoys bike riding, reading, traveling, and attending Padres baseball games.
