Greg is an investment strategy analyst in Wellington Solutions, a comprehensive investment solutions platform with a mission to deliver outcome-oriented strategies to help solve clients’ challenges. As a member of the Equity Solutions Team, he contributes to the design and implementation of factor-based investment solutions. He conducts original research on factor investing, risk management, analytical systems, and portfolio construction, with a focus on the team’s proprietary equity factor platform and systematic portfolio management techniques.
Prior to joining Wellington Management in 2019, Greg worked at Credit Suisse, where he served as a member of the HOLT Portfolio Strategy team, advising institutional investors on equity valuation, stock selection, and portfolio analysis. He earned his BS in finance from Northeastern University.