- Senior Philanthropic Advisor
Gregg established Sendero’s philanthropic division. He works closely with private foundation boards to bring them sophisticated solutions. Strategic planning and education are tools used to create a charitable plan that moves beyond the mission statement. Gregg has designed a program that puts the joy back in giving by utilizing technology to build an infrastructure that supports the administration of foundations.
As a veteran of the banking and investment management industries, Gregg has decades of experience of guiding nonprofit organizations and donors. His clients appreciate his deep knowledge and commitment to our nonprofit community, having served on many boards over the years. Gregg is a natural teacher and enjoys coaching young board members as they step into the family foundation.
Gregg came out of retirement to join Sendero® in 2017 after 25 years with U.S. Trust. Before that he held numerous investment and financial advisory roles with firms including Boatmen’s Bank, Mercantile Trust, and Merrill Lynch.
Experience & History
- Senior Philanthropic Advisor, Sendero®
- Senior Vice President, Private Wealth Manager, U.S. Trust
- Senior Investment Manager, Boatmen’s Bank
- Vice President, Mercantile Trust
- Financial Advisor, Merrill Lynch
- Executive Education Program, The Wharton School, University of Pennsylvania
- PhD, Educational Psychology, Saint Louis University
- Master of Education, Special Education and Teaching, University of Missouri-St. Louis
- Bachelor of Science, Special Education and Teaching, University of Missouri-St. Louis
- Planned Giving Council of San Antonio
- Masters Leadership Program of Greater San Antonio, Board Member
- Cancer Therapy and Research Center, Director
- UT Health San Antonio School of Nursing, Board Member
- The Village at Incarnate Word, Fundraising Advisor
- First Tee, Board Member
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