Partner
Senior PIM Portfolio Manager
Focus
Greg specializes in building, managing, and reviewing portfolios for Trailhead’s clients.
Background and experience
Greg was born and raised in Canon City, Colorado. He pursued his baseball dream at the University of Northern Colorado, but realized, after 4 years of squatting behind a plate, that this was not going to be a sustainable dream and finished college with his BS in Finance, and minor in Economics.
Greg has been in the investment management business since 1989, and in 2012, was a founding partner of Trailhead Wealth Management, LLC.
Away from the office
Greg attempts to counter-balance being outnumbered by his wife and two daughters by being engrossed in sports. Greg and Tammy were married in 1989 and are the proud parents of Alex and Caelyn. Happily, both have graduated from Denver University and are now gainfully employed.
Greg and Tammy are learning to navigate the empty nest and are enjoying more travel, exercise, and occasionally some golf.
CA Insurance License Number: 0G80238. Residence State CO.