PMM Financal Group
Greg has been working in the securities industry since 1993. He began his career as an intern at Shearson Lehman Brothers in Cherry Hill NJ while a senior Finance & Economics major at Temple University. After graduation he joined Shearson as a full time Financial Consultant focusing on marketing. He then moved on to mutual fund management company; SEI in Wayne PA as a Portfolio Analyst/Fund Accountant. He was then recruited to JP Morgan where to work in the back office supporting three proprietary trading desks. From there he moved to Capital Analysts Inc. in Radnor, PA as a Senior Trader supporting a network of 350 offices across the United States. He was again recruited to become the Director of Investment Management/Portfolio Manager of The SEL Group in Berwyn, PA directly managing over $150 million in large cap growth equity and municipal debt. He then moved to Navillus Securities in Conshohocken, PA as a trading floor manager overseeing a group of traders in liquidity trading under a NASDAQ market maker. He has since become an independent Financial Advisor and Partner with the PMM Financial Group in Yardley, PA. He lives just outside of Long Beach Island, NJ with his wife Amy and children, Taylor and Joshua.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. PMM Financial Group is a separate entity from WRI. Waddell & Reed is not affiliated with any other entities referenced. 05/20