Trusted Advisor
Today, Greg is sought for his advice and counsel as a wealth advisor, investment strategist, and community leader. Greg is an Registered Investment Advisor, and holds a Series 65 license with the Financial Industry Regulatory Authority (FINRA), License 6819496. More about his current work as a Whole Wealth Advisor.
Greg's career has spanned thirty years, and five distinct eras. Through it all, he has been endlessly curious, highly intellectual, and relentlessly active. With age, he's developed a sagacious approach to problem solving, and deep empathy, growing not only into the old soul that people have been seeing in him since his teens, but also the the fine stripe(s) of white in his beard.
Greg has an incredible way with people, and has catalyzed strategy and collaboration among diverse groups of stakeholders, including African farmers, Silicon Valley geeks, Arab sheikhs, New York journalists, Norwegian philanthropists, Detroit education reformers, Colorado impact investors, and a long list of global policy makers, business leaders and social justice activists.
As a younger man, Greg was been involved in the founding of ten start-ups. Some of the businesses were sold, others folded, and one lives on to this day.
Greg's career can be summed up in six eras (but what about the man?):
Whole Wealth Advisor (2016-present) Greg is a Whole Wealth Advisor at Conscious Capital Wealth Management, and is building the firm’s Boulder office. Greg provides support for clients in every aspect of planning their lives, inclusive of financial planning, multi-generational wealth transfer, buying / selling / starting businesses, investing, divorce, and more. Greg works with a wide variety of clients, who are united with an evolved world view, and a deeper-than-average understanding of how to be human on an ever-changing planet.
Social Impact (2008-2015) The bulk of Greg's work centered around the Impact Hub network, a global network of 100+ spaces at the center of cities on five continents that support high-impact change-makers of every type. In 2011, as a partner, co-founder and Board Director at Impact Hub Boulder, Greg catalyzed a movement of activity among impact investors, social entrepreneurs and change makers, leading the inspiration, funding, and impact of hundreds of diverse organizations. In 2014, he was elected to the Impact Hub [Global] Association, where he developed global strategy, provided governance, and developed multiple innovation initiatives.
Global Convening (2004-2008) Greg produced events on three continents that connected global leaders in dialogs that moved the needle in major issues around the planet. Clients included Bill & Melinda Gates Foundation, African Green Revolution (Kofi Annan), World Congress on IT, Arab Thought Foundation, Fortune Magazine, Time Magazine, the Aspen Institute, and others.
Digital Media, Social Purpose, and Alternative Currencies (1995-2004) Shortly after the World Wide Web turned on, Greg worked at three first-generation internet startups, until the music died in 2000, when he moved on to a more mindful path. Beginning in 1997, Greg worked with a community of thought leaders who were designing currency systems that more fully served human beings. During a mostly introspective time after the dotcom crash, Greg applied his newfound mindfulness to a pursuit of using social media for social purpose, and worked on magazines, online media campaigns, and digital media strategy for a variety of social purpose organizations.
Ski Industry Journalism (1986-2000) Apprenticing with his father, Greg learned journalism, and the ski industry, from the inside. Through high school, college, and into his mid 20s, Greg's first career happened before most people put down the bong.
Greg blows the doors off of what most people define as brilliant. His international experience and dynamic heart based understanding of our global economic system and how to leverage whole systems value is an ace any serious human should have in their corner. He will make your heart fly, your mind dance with new ideas, and your business truly amplify its success.
- Anita Burke, Founder, Catalyst Institute.
