Founder & CCO of QBOX Fiduciary Solutions, LLC, a Fort Wayne, IN based registered investment advisor that provides outsourced ERISA 3(38) investment management services to the qualified plan industry.
Greg has over 25 years of experience in the investment management industry. He started in the broker dealer network and transitioned to an RIA in 2008.
Greg is currently focusing on developing open architecture qualified plan products for RIAs and RIA Firms. He feels that the qualified plan industry is at a tipping point. Participants are demanding investment and fee transparency – both supplied by advisors moving to the fiduciary standards required of an RIA.