As Senior Compliance Specialist, Greg works alongside the Chief Compliance Officer in administering the firm’s compliance program. In his role, he prepares client contracts, performs various monthly, quarterly and annual compliance audits, and provides additional support to the compliance functions of the firm.
Prior to joining JFS Wealth Advisors, Greg was employed by Wilder, Mahood, McKinley & Oglesby in Pittsburgh, PA. While in college, Greg spent a summer interning for a Pennsylvania congressman, working primarily on event planning projects.
Greg is a graduate of Westminster College in New Wilmington, PA, where he obtained a Bachelor of Arts degree in Political Science with a minor in History. He earned his Investment Adviser Certified Compliance Professional (IACCP®) designation through National Regulatory Services in December 2023.
Greg resides in the Pittsburgh metropolitan area. He enjoys traveling and spending time with family and friends.
