Gregory Thomas

Greg manages the investment holdings of clients via their trusts, IRAs, or individually titled accounts. He also manages assets for private foundations and nonprofit organizations throughout the state of Florida.

Greg graduated from Mercy College in New York with a bachelor’s degree in government in 1988. He began his career in computer and internet technology in New York City and operated his own consulting and support firm in the early 2000s. He entered financial management in 2009.