Greg brings over two decades of finance, operations and compliance experience to CoastEdge. Most recently Greg worked at $500 million Cypress Funds and $1.3 billion Grant Capital Partners where he served as Chief Financial Officer and Chief Compliance Officer. Previously, Greg was a COO /Partner at Nicholas Investment Partners, a $1.6 billion boutique institutional money management firm, where he also ran its large family office as its COO. Greg was formerly Director of Finance for Nicholas-Applegate Capital Management, a $50 billion institutional money management firm (acquired by Allianz AG in 2001). Greg started his career as an Audit Manager for Ernst & Young where he worked exclusively with asset management firms.
Greg holds a Bachelor of Arts in Business Economics/Accounting, cum laude, from the University of California, Santa Barbara and a MBA from the Anderson School at the University of California, Los Angeles. Greg holds both Certified Public Accountant (CPA, state of California, inactive) and Chartered Financial Analyst (CFA) designations.