Gregory will be responsible for overseeing sales and strategic business relationships across all distribution channels.
Gregory has 15 years of industry experience in financial services. Previously, he served as partner and director of retirement platforms for Lord Abbett & Co. Most recently, he was head of FMG Consulting, where he worked with investment management firms and hedge funds to assist their entrance into and strategic approaches to the defined contribution and sub-advised insurance markets. He also consulted with investment committees on fiduciary responsibilities and compliance. Gregory reports to Mike West, senior partner and CEO.
Gregory holds a bachelor’s degree in business administration from Villanova University and a juris doctor from Duke University School of Law in Durham, North Carolina. He holds designations as a Certified Investment Management Analyst (CIMA) and an Accredited Investment Fiduciary (AIF). He speaks frequently at industry events.