Partner
Joined The Coyle Company: 2022
Greg specializes in collaborating with ultra-high-net worth individuals and families to design and implement life insurance strategies to help accomplish their estate and wealth transfer goals.
Greg has over 13 years of experience partnering with clients and their advisory team on wealth management and financial planning needs. Greg spent the majority of his career at Brown Brothers Harriman as a Private Wealth Relationship Manager, responsible for portfolio construction, asset allocation, and trust and estates strategies. Most recently, he held similar roles with Ethic Wealth Advisors LLC and Fiduciary Trust Company in Boston.
Greg received a BA in History from Tufts University and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2023. He holds his FINRA Series 6, 63 and 65 securities registrations, and is an active member of the Boston Estate Planning Council. Greg lives in Cohasset, MA with his wife, two children, and dog, where they enjoy the beach and being with family and friends.