Portfolio Design Consultant
Greg began working with Toews Corporation in October 2018. He is the Coaching Analyst for the Behavioral Investing Institute. Greg helps manage details regarding the advisor-coach relationship, conducts research and prepares reports on portfolio strategists and money managers, and assists with marketing efforts. Prior to this role, Greg worked as a Financial Consultant at AXA Advisors, focusing on retirement and holistic planning. He also spent some time working in Cash Management at a New Jersey bank, focusing his time assisting the commercial real estate division of the Bank. He has passed the Series 7 & 66 exams. Greg has an MBA with a concentration in Financial Management from IONA College and a B.A. in Economics from the University at Albany.