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RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
Managing Partner, CCO
Greg is the firm’s Managing Partner. He founded the firm in 2008 and has almost 25 years of experience in the finance industry. He oversees all department heads, is in charge of business development, and is the firm’s Chief Compliance Officer. Greg’s hobbies include skiing, cycling and attending his four kids’ sporting events.
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