Thomas Greco

Thomas Greco is the Managing Director at Concentus Wealth Advisors and serves as a Lead Advisor and Relationship Manager to many of the firm’s clients. Additionally, he serves as the Chairman of the Investment Advisory and Portfolio Management Committees.

Investments have always interested me, and he knew from a young age that he wanted to pursue a career in “money” – if for no other reason than to know how to maximize his own financial resources. he sensibly figured this skill would always be important.

In his early teens, I’d drag his mother to the bank, so that he could invest his savings in their latest Certificate of Deposit offers. I’d mark his calendar with the maturity date, so he knew when to return and buy another one. It felt irresponsible keeping hius cash in an interest-bearing account when he could earn more money on a CD. Little did he know, he was educating himself on capital markets, interest rates, liquidity, opportunity costs, etc. Thanks, Mom!

After graduating from Bloomsburg University with a degree in finance, he got a job in Vanguard’s Retirement Services department. He worked specifically with company retirement plans and their employees. A few months into his career, it became apparent to me that most Americans are financially illiterate. It was also apparent that he derived great joy in sharing his knowledge, and helping people to navigate and understand their accounts and the financial markets. He can recall many conversations helping investors through critical moments of their lives.