Since I first discovered the notion of sustainable development in the late 80's I've been passionate about applying my gifts in fields of economics, business and sustainable and responsible investing. As Senior Wealth Advisor I currently head the west coast effort of StakeHolders Capital, a boutique registered investment advisory firm specializing in Impact Investing and Wealth Management. In 2015, I co-founded Living Economy Advisors to architect novel financial intermediation strategies and create whole systems solutions for institutional investors, entrepreneur ecosystems and regional economies.
Since 1991 I've worked as a financial advisor, economist and Certified Financial Planner. I enjoy serving families to align their wealth through investments that reflect their priorities and concerns for a better world. I built my expertise at Smith Barney, Dabney/Reznick (now Imperial Capital), UBS, Prudential Securities and EP Wealth Advisors. I founded two non-profits Green Business Networking and Green Economy Think Tank.
I'm a steering committee member of the California Economic Summit and co-chair the Capital Action Team and a member of California Financial Opportunities Roundtable, a select group of experts convened by the San Francisco Fed and the Obama Administration to increase Impact Investing in California.
I contributed to the book "Creating Good Work: The World's Leading Social Entrepreneurs Show How to Build a Healthy Economy." I speak regularly at conferences and I've appeared on "Business Rockstars" on KFWB Radio, “Living with Ed” on HGTV and in print, Business Ethics, Variety, LA Times, Financial Planning, and Yogi Times.
I'm native to So Cal, and live in Santa Monica since 1983. I enjoy gourmet organic cooking for friends, hiking, swimming, biking, reading, writing, camping, photography, rare aged teas, meditation, yoga and surfing. My aim is to carry my passion for personal development and joy of living into every moment.
Greg helps his clients navigate the complex world of money and investing by creating customized solutions that meet their specific needs for all levels of investors, from families to institutional.
Greg can provide a wide range of services to find innovative approaches and collective solutions to his clients' needs that range from customized portfolio management and research to public speaking.
As a visionary, Greg is always seeking connections and possibilities beyond his day-to-day activities. Greg is in regular contact with the leading thinkers in the social business space.