Greg concentrates on assisting his Institutional clientele grow their business. He has experience in dealing with Institutional C-Level executives and Board members by providing them with the resources necessary to analyze, consider alternatives and monitor various aspects of their balance sheet including loans, deposits, and investments to develop strategic direction that is coordinated with the institution's goals. He is comfortable communicating technical topics in front of a large group of people in a manner that is confident and educational, a talent that has produced a number of speaking engagements at Industry related events. He has a proactive approach in helping his clients efficiently address their financial objectives, risk management requirements, and asset/liability issues, while keeping them current on economic, political and social trends that may affect their investment decisions. He also works closely with First Empire’s Office of Regulatory Affairs to keep clients abreast of changes in the regulatory environment and makes recommendations in line with the institutions investment objectives. Greg has the ability to communicate at every level of management. He takes great pride in the fact that many of his clients have become close personal friends. He has an impressive track record of helping clients understand the unique attributes of their investment portfolios and subsequently making recommendations that reflect those characteristics. Greg holds a Masters Degree in Business Administration from Baylor University, and received his Bachelor of Business Administration in Economics from the University of Houston. He holds Series 7, 24, 63, and 65 licenses from the Financial Industry Regulatory Authority, and has earned Chartered Financial Analyst (CFA) and Licensed International Financial Analyst (LIFA) designations. He also completed the CUES Advanced Leadership Institute program at Harvard Business School in 2007.