As a veteran wealth advisor, economist and Certified Financial Planner, Greg is considered a thought leader in his field of sustainable and responsible investing and green business.
Since 1991 Greg has advised 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. Greg heads the Santa Monica office for StakeHolders Capital.
Greg is founder of two non-profit organizations, Green Business Networking; a non-profit business community of over 4,500 business owners and professionals committed to greening the economy for Greater Los Angeles, and Green Economy Think Tank which convenes sustainability leaders in cities around the country to evolve actions and solutions for the green economy.
Greg frequently writes articles, speaks at conferences and local events. He is often profiled or quoted in the media including appearances on “Living with Ed” television show with Ed Begley on Home and Garden Television, Air America Radio, KNX News Radio, Business Ethics Magazine, LA Times, Financial Planning Magazine, Yogi Times Magazine, Whole Life Times, Whole Person Calendar.
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 a number of start-ups with strategic business planning, market development and partnerships.
Greg holds the Certified Financial Planner – CFP designation.