Associate Wealth Advisor
Last summer, Gregory interned for Bordeaux Wealth Advisors before his senior year at Pepperdine. Gregory spearheaded the implementation of a new financial planning software and helped build lifetime cash flow projections for a variety of clients. He also assisted on firm-wide business development projects. He currently provides ongoing investment research and reporting to the client service team as an Associate Wealth Advisor.
Gregory graduated cum laude from Pepperdine University with a B.A in Economics. During his time at Pepperdine he broadened his horizons and discovered an affinity for travel, spending nine months studying abroad in Lausanne, Switzerland. Additionally, he earned his Conflict Management Certification through the School of Law’s Straus Institute for Dispute Resolution.
Gregory was born and raised in Pasadena, California, but frequented the South Bay Area during his childhood. He enjoys a multitude of outdoor and athletic activities, including yoga, football, hiking, skiing, running and is passionate about cheering on his favorite sports teams.