Greg is responsible for wholesaling Peachtree investment offerings to Registered Investment Advisors and family offices throughout the United States.
Previously, Greg was with Morgan Stanley in Private Wealth analyzing and investing in private equity, hedge funds and option related strategies. Greg also worked in the oil and gas industry with ConocoPhillips in Houston, hedging oil supply for US refineries by trading WTI futures. Greg began his career as an investment banker with New York-based Citigroup to help structure credit facilities for Fortune 500 companies in the automotive, chemicals, metals and mining sectors. Greg earned a Bachelor of Science in Management with a certificate in finance and minor in economics from Georgia Tech and served in the Swiss Air Force. He holds his Series 7 and 63 FINRA licenses with Peachtree PC Investors, LLC.