Exploring the stories, strategies, and mindsets of individuals who are intentionally shaping their lives and the impact they leave behind.
“Help people maximize their lives and shape their legacies.”
Living Your Legacy is produced by Confluence Financial Partners, wealth management firm helping individuals, families, and business owners plan with intention across western Pennsylvania and Southwest Florida.
Chief Executive Officer, Chairman — Confluence Financial Partners
Greg is passionate about helping individuals and families maximize their lives and legacies. His journey began in 1986 as a financial advisor, and he went on to join American Funds Distributors in 1993, where he became senior vice president and served on the Board of Directors.
Greg attended the University of Pittsburgh, where he earned a business degree with a concentration in computer science and mathematics. He serves on the Board of Directors of UPMC Children’s Hospital of Pittsburgh, is Vice Chair of the Children’s Hospital of Pittsburgh Foundation, and is a Knight of the Order of Malta.
He was named Italian Man of the Year by the Pittsburgh Italian Scholarship Fund in 2024 and received the Community Caritas Award from Catholic Charities of the Diocese of Pittsburgh in 2025.
“ Help people maximize their lives and shape their legacies.”
Living Your Legacy by
Subscribe on your favorite platform.