Bio

Greg oversees all aspects of financial operations, accounting and financial reporting, investor relations, information technology and human resources for Caltius Capital Management and its funds. Greg joined Caltius in 2000. Previously, Greg served in the Investment Management Services Assurance Group of KPMG. His clients included prominent private equity firms, investment banks, mutual funds and commercial banks. Greg received his B.A., magna cum laude, in Business Economics with a minor in Accounting from the University of California, Los Angeles. He is a Certified Public Accountant and CFA charterholder, and serves on the Board of Directors of the Southern California Chapter of Financial Executives Alliance. Greg also is a director of West Los Angeles Little League and a school board member of St. Martin of Tours School in Los Angeles.