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
Cat brings over nine years of administrative experience to the table. She is detail-oriented, dynamic, and expertly manages scheduling, data management, and customer service for The Opus Group. Originally from Holmdel, New Jersey, Cat graduated from the University of Miami in 2013 where she competed on the Sunsations Dance Team. Before joining The Opus Group, Cat was the executive assistant for the CEO of an accounting firm, and also has a legal background from her time working in a law firm.
Cat’s robust and well rounded experience allows her access to any skill set our clients need, while also increasing efficiency throughout our company. In her personal life, Cat enjoys traveling and being introduced to new cities and cultures. On the weekends, you can find her on hikes with her dog, kayaking down the lagoon in her backyard, or trying out a new restaurant with her friends and family.