Greg is a Senior Managing Director of Empire Valuation Consultants, and an Accredited Senior Appraiser (ASA) with a designation in Business Valuation, of the American Society of Appraisers.
He has over 20 years of business valuation experience, providing valuation services for gift and estate tax reporting, ESOP and ERISA plan administration, merger and acquisition consulting, fairness and solvency opinions, financial and fair value reporting and general corporate planning purposes.
Greg has valued a variety of business interests, including various classes of corporate equity, debt and derivative securities; limited partnership and limited liability company interests; preferred freeze interests; intangible assets and intellectual property rights; and carried interests. His experience also involves a diverse range of industries, with multiple engagements in consumer electronics; commercial real estate; sporting goods manufacturing and licensing; heavy and agricultural equipment manufacturing; and non-ferrous metal mills, foundries and service center industries, to name a few.
Prior to joining Empire, Greg was an officer of a Boston-based commercial bank where he managed a group responsible for evaluating both closely held and publicly traded companies for the extension of commercial credit and the provision of international trade banking services. He also managed portions of that institution's loan officer development program and conducted seminars on credit and financial analysis for commercial lending purposes. He has also worked in the mutual and pension fund administration industries.
- M.B.A. in Finance and Corporate Accounting - University of Rochester Simon Business School
- B.B.A. in Finance - St. Bonaventure University
- American Society of Appraisers
- International Board of Examiners - Member
- Western New York Chapter - Past Vice President
- The ESOP Association - Professional Member
- National Center for Employee Ownership (NCEO) - Consultant Member