Greg plays the lead role in the continued innovation and enhancement of our Tercero software and the evolution of our platform service. He chairs the Product Committee, responsible for reviewing and agreeing developments to be introduced into the system, and is also Relationship Manager for many of our Platform clients.
Greg’s career in the investment and wealth management industry spans more than 17 years, where he’s held both front and back office roles, including several years at Arbuthnot Latham. Having worked on the client side as a Tercero user, he’s acquired useful insight and understanding of the areas that are important to our clients.
Greg is a CFA Charterholder and has full IMC and IOC qualifications.
Things you should know about Greg: Supports Liverpool FC and enjoys watching The Sopranos. His favourite author is Michael Lewis (The Big Short, Moneyball, Liar’s Poker). He considers the best household invention to be the television and his guilty pleasure is darts.