As a veteran financial advisor, economist and Certified Financial Planner, Greg is considered a thought leader in his field of sustainable and responsible investing. Greg is Senior Wealth Advisor with StakeHolders Capital – Socially Responsible Wealth Management. Since 1991 He advises clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. Greg built his expertise while working with major Wall Street firms such as Smith Barney, UBS Paine Webber and Prudential Securities and EP Wealth Advisors, Inc. Greg is Founder of two non-profit efforts Green Business Networking and Green Economy Think Tank.
Greg frequently writes articles, speaks at conferences and is often profiled or quoted in media including appearances or articles in”Business Rockstars” on KFWB News 980 Radio, “Living with Ed” on Home and Garden Television, Air America Radio, Business Ethics magazine, Daily Variety, Los Angeles Times, Financial Planning Magazine and Yogi Times Magazine.
Greg is a member of the California Financial Opportunities Roundtable, a select group of experts convened by the Federal Reserve Bank of San Francisco and the USDA Economic Development to address the financial needs of communities in California. As a strategic advisor, he’s helped several startups with strategic business planning, market development and partnerships.