Meet Gregg
Gregg is a Sr. Wealth Advisor based in Westport, Connecticut. He joined Mercer Advisors in 2022 through the acquisition of Benemark, Inc. He was co-founder of Benemark which was established in 1995, and served as Chief Financial Officer, Chief Compliance Officer, and Wealth Advisor. Gregg earned his B.S. degree in finance from the University of Tampa and is a CERTIFIED FINANCIAL PLANNER® professional.
Gregg’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Gregg has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Family businesses navigating succession, liquidity, and legacy goals
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
His working style
Gregg uses real world practical financial advice to make complex matters simple. He values helping people throughout the process of achieving financial independence.
Gregg in real life
What keeps you busy outside of work?
I am responsible for raising two children who are now flourishing in the middle of their college years. I also spend two months in the Fall as a volunteer golf coach for high school boys. Giving back to the community is always top of mind.
Any words you try to live by?
Take one day at a time and be present to enjoy each moment. That is a gift!
What makes you tick?
Life is a special thing and having gratitude and perspective helps ground me to enjoy each day as if it was my last.
Gregg’s snapshots
Meet Gregg’s Teammates
Claudia Paluch
Client Service Specialist
What Gregg Says
I have worked with Claudia for more than 20 years and she is quite simply the best! She puts our clients first and that helps them feel very comfortable. She is instrumental in helping make their financial lives more complete.
Bob Kinnie
Regional Vice President
What Gregg Says
I speak with Bob daily about opportunities to help clients. We know each other so well that clients feel very comfortable with our approach to educating them about Mercer Advisors and all they can expect once they become part of our family.
Jonathan Gossens
Sr. Investment Strategist
What Gregg Says
Jon is excellent at what he does and together we are able to collaborate with the clients’ best interest in mind to provide high-caliber investment solutions for our clients.
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