Greg joined SCS in 2021 and is a Director in the Private Client Group. Greg works with families and their advisory teams to provide comprehensive wealth management services which includes the coordination of estate and cash flow planning. Prior to joining SCS, Greg was the Controller and Chief Compliance Officer of Matheys Lane Capital Management where he had oversight of the company’s operational procedures, policies and controls. Prior to Matheys Lane, Greg was a Vice President at State Street Global Advisors where he led various operational teams in supporting institutional investment funds. Greg earned a BS in Accounting from Babson College.