Greg leads the Client Solutions team which runs all day-to-day service with clients. A product expert, Greg is responsible for training new and existing users on how to best leverage the Lightkeeper software for portfolio analytics, data visualization and reporting. He also works closely with the development group to incorporate new and changing client needs into the product roadmap of the Lightkeeper platform.
Greg joined Lightkeeper from the transaction services valuation group at PricewaterhouseCoopers (“PwC”) in Boston. Greg focused on intangible asset valuation, performing purchase price allocations for several transactions over $1.0 billion. Greg also assisted in the annual impairment testing of goodwill and long-lived assets for several Fortune 500 companies.
In addition to intangible asset valuation, Greg has extensive experience in common stock valuation modeling as well as the valuation of options and other derivative securities. He was also involved in auditing third party valuation analyses for the inclusion in SEC filings and for other financial reporting purposes.
Greg graduated Magna Cum Laude from Boston College Carroll School of Management with concentrations in Finance and Economics. He is a CFA charter holder and a member of the Boston Security Analysts Society. Originally from Lexington, MA, Greg and his wife currently live north of Boston in Wakefield. Outside of the finance world, he can be found on the golf course or the ski mountains of Maine.
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