Greg brings an uncommon combination of Wall Street experience and hands-on engineering to PremierAlts. Over a 20+ year career spanning both the buy and sell sides of the market, he has worked as Head of Equity Trading and Operations at Polen Capital, a multi-billion dollar hedge fund, and held senior trading roles at FINRA-registered broker-dealers including Think Equity and Fulcrum Global Partners.
At Bank of America Merrill Lynch, Greg moved across finance and technology roles — ultimately becoming the patented inventor of AgileView, an enterprise project management application deployed organization-wide. That background led him to partner with his father, Greg Sr., at PremierAlts.
Greg holds FINRA Series 7 and 63 licenses and attended the University of South Florida School of Business. Outside of work, he coaches youth baseball and hikes with his wife Kristin and two sons, Gregory and Christopher.