Greg is a Managing Director and co-founder of the CS Wealth Management Group, a team within Capitol Securities Management, Inc. where he also serves a Member of the Board of Directors. Since 1985, Greg has advised clients on various financial activities, such as providing strategic planning, and managing of investment and retirement funds for individual investors. For his corporate clients, Greg reviews and writes investment policy statements, manages long term investment portfolios and consults on asset allocations of investment portfolios and 401(k) plans, among other services.
Prior to Capitol Securities, Greg helped build Washington Investment Corporation where he also served as President of the company while managing his own portfolio of clients. Washington Investment Corporation was subsequently acquired by Capitol Securities. During the transaction, Greg ensured that his clients experienced a seamless transition. Prior to Washington Investment, Greg was a financial advisor at E.F. Hutton.
Greg is an Accredited Asset Management Specialist and a Chartered Retirement Plans Specialist. He holds a Series 7 General Securities License, a Series 65 Registered Investment Advisor License, a Series 24 General Securities Principal License, and a life and health insurance license.
Greg is from Annandale, Virginia and attended Shepherd University on a football scholarship graduating with a Bachelors of Science in Business Administration and a minor in Psychology.