Meet The Team
Gregory A. Gallo
Greg began his professional career in 1992 in the Financial Services Division of the Audit Group at Ernst & Young LLP. After spending nearly four years at E&Y, Greg moved on to Wall Street to work for a boutique investment bank, first as a financial advisor and subsequently as the firm’s Insider Research Analyst.
With his accounting background, PFS (AICPA’s Personal Financial Specialist) and Chartered Retirement Planning Counselor (CRPC®) credentials, Series 7, 27, 86 and 87 licenses, and both life and health insurance designations, Greg takes pride in his ability to understand an investor’s broad range of financial needs. He has been a guest on Fox Business News as well as quoted in The Wall Street Journal and Worth Magazine.
Greg graduated from The College of New Jersey Summa Cum Laude with a B.S. in Accounting and completed the Executive Education Retirement Strategy Program at the University of Pennsylvania – Wharton School.
Kevin J. DeRosa