"Leveraging HighTower's open source platform and utilizing the team's well-defined five-step process, I create value for my clients by helping you to articulate and meet your financial goals. I lead all financial planning efforts, with an emphasis on executive compensation, risk management, tax minimization, and wealth transfer planning in coordination with your other key advisors"
Greg holds the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations. He has also earned the Certified Financial Planner™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Financial Consultant® (ChFC®) designation. Greg was named one of the Top 1,000 Advisors by Barron's from 2009-2013. He has in-depth knowledge of saving for financial independence, maximizing employer benefits and equity compensation, developing proactive investment strategies, and utilizing a team approach to provide custom solutions with a high level of service.
Prior to joining HighTower, Greg was selected by Merrill Lynch's senior management to instruct other top performing Merrill Lynch Financial Advisors in advanced wealth management strategies. He joined Merrill Lynch in 1992 and founded the Sarian Group in 1997. Prior to joining Merrill Lynch, Greg worked with a major accounting firm in their executive financial consulting practice.
Greg earned his Bachelor's degree in Economics from Boston College. He is active in the Pennsylvania Biotechnology Association and volunteers at the Good Samaritan Shelter and the Devon-Strafford Little League. He enjoys golf and has competed in five Boston Marathons. He and his wife, Laurel, live in Malvern with their children, Elizabeth, Christian and Grace
Greg joined HighTower in 2013 as Managing Director and Partner.