Prior to joining Richter, Greg spent 23 years with the Bank of Nova Scotia within the capital markets and trading group - most recently as head of the bank's Institutional Currency Risk Management Team. After an extensive career within the global markets, Greg joined a medium-sized wealth management firm in Toronto as both a relationship manager and currency strategist. Through his four-year tenure, Greg worked with both private and institutional clients in assessing their specific investment needs and providing them appropriate, discretionary portfolio construction within a unique, multi-asset framework. As currency strategist, Greg served on the firm's Investment Committee as a resource for both currency and global macro insight in support of the portfolio management function. Most recently, Greg was responsible for the successful launch of the firm's European initiative which was aimed at developing an investor base within the European family-office and private banking network.
At Richter, Greg will leverage Richter Family Office’s proven success in Montreal and bring this unique, holistic approach to wealth management to Toronto families. As part of this mandate, Greg will be seeking to tap into a growing segment of the market that sees value in working alongside an independent, trusted advisor as part of their overarching wealth management solution. In addition to his business development and relationship management roles, Greg will be actively involved in on-going investment manager due diligence and manager selection to ensure that RFO clients continue to receive access to top-ranked investment solutions which address their ongoing investment needs.
Fields of Expertise
- Investment strategy: development and execution
- Market analysis and commentary
Professional and community involvement
- Gold Medal Plates - Toronto Advisory Board, since 2010
- CFA Charterholder, since 2001
- CFA Charterholder, 2001
- BA, English Literature, McGill, 1989