Greg is Managing Director and Co-Founder of CJC Global – a specialist advisory firm servicing key stakeholders in global wealth management markets.
Greg currently sits on the Board of the Responsible Investment Association Australasia and has also recently been appointed to the international Board of the world’s first Responsible Investment Academy.
Before co-founding CJC Global in 2006, Greg was Co-Head of Goldman Sachs JBWere’s Private Wealth Management business in Australia. Prior to this role, Greg’s understanding of retail, wholesale and international wealth management markets was shaped by many years advising financial institutions, asset managers, institutional investors, private wealth managers, peak industry bodies, Government, regulators and HNW clients with global professional services provider KPMG.
Greg’s international client base, professional contacts and involvement with Asia Pacific, Europe, Nth America and Middle Eastern markets reflect his specialist hands on senior management, advisory and consulting experience in the global wealth management industry. He has been involved in numerous industry studies (incuding Eurosif’s recent groundbreaking analysis of the HNW market in Europe), M&A transactions and submissions to Government on local and international issues.
Greg is a regular media and industry commentator on the global market and has presented at various national and international forums including the UNEPFI Global Roundtable in 2007 on ESG issues impacting the international private banking market. Greg has degrees in Commerce (Economics) and Law and has also completed formal qualifications in financial planning at DFP and CFP level. He has previously been admitted as a legal practitioner to the Supreme Court of NSW.