Investment Experience:  23+ years

With WBG:  3 Years

Gregg joined Wharton Business Group in 2020 as a member of the investment team, primarily covering portfolio reporting for current and prospective clients, trade implementation and overall client support.  Gregg came to WBG after spending 16 years with Citi Private Bank, where he was a member of the flagship Multi-Asset Class (MACS) portfolio management team, assisting in the day-to-day management of asset allocation strategies for high net worth and institutional clients totaling over $18bil in assets under management.  Prior to Citi, Gregg began his career with Evaluation Associates, Inc., an institutional investment consulting firm located in Fairfield County, CT.

Gregg believes that clients can achieve their long-term investment objectives and receive the same access to world class mutual funds and investment managers without paying unnecessarily high management fees, a philosophy championed by Wharton Business Group.

A Connecticut native, Gregg graduated from Southern Connecticut State University with a Bachelor of Science degree.  He lives in West Chester, PA with his wife and two kids, where he enjoys coaching and playing various sports and spending time with family and friends.