Geoff Gregory is the Founder and Managing Partner of The G3 Advisory Group. With more than 40 years of experience in the financial services industry, Geoff works closely with entrepreneurs, business owners, professionals, as well as corporate executives and their families to address complex financial needs.
Geoff specializes in strategic advisory services, wealth management, financial planning and consulting for personal and corporate retirement plans. He was instrumental in both envisioning and implementing the HighTower Strategic Advisory Network, which provides clients with access to an exclusive network of sophisticated investment banking resources.
Prior to HighTower, Geoff was a First Vice President at Merrill Lynch. He spent the previous 15 years in commercial banking, most of which was managing state-wide divisions supporting middle-market and privately-held companies. He was also the co-founder of a boutique investment bank in New York City.
Geoff earned a Bachelor of Arts degree from the College of William and Mary, as well as a graduate degree from the University of Delaware’s Stonier Graduate School of Banking. He has completed professional education courses focused on leadership and strategic planning at both Harvard and Columbia University. He holds the Chartered Retirement Plan Counselor® (CRPC®) and Certified Financial Manager® (CFM®) designations.
When Geoff is not pouring over analyst reports, he enjoys kayaking, fishing, biking, what some would generously call golfing and singing in his church choir. He is active in his community, having served on the boards of Madison Cares and Mercy Center. He lives in Madison, CT with his wife, Donna, and has two adult children and best friends, Joshua and Matthew.