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.