Greg joins Baird from Zions Wealth Advisors where he has been since 2011. He is an experienced wealth advisor specializing working with business owners, retirees, executives, corporations, foundations and non-profit organizations in all aspects of investment management and wealth planning. Prior to joining Zions, Greg was a Vice President/Relationship Manager with Key Private Bank. Before joining Key, Greg was the Vice President/General Manager for IKON Office Solutions.
Greg is Series 7, 65 and 63 licensed and holds the CWS® (Certified Wealth Strategist) designation.
His community service has included serving on the boards of the United Way of Salt Lake, Utah Museum of Natural History, the University of Utah Crimson Club Board, the Advancement Board for College of Social & Behavioral Science and the Willowcreek Country Club Board. He enjoys spending time with his large family as well as golf, travel and college athletics.