As a Financial Professional, Team Leader Greg Collingwood is a highly accomplished, and seasoned professional with over 18 years of experience. He is a Registered Investment Manager, and holds the US Financial Industrial Regulatory (FINRA) Series 7 General Securities, and Series 66 Registered Investment Professional Securities Agent licenses, as well as Insurance licenses for Life, Health, Accident, Long Term Care, Disability and Annuities. Greg graduated from Stevens Institute of Technology with a degree in Chemical Engineering and The University of Chicago with an MBA.

Greg spent the earlier years of his business career in senior management positions with ever increasing responsibility at US firms Amoco Chemical and GE Plastics. As a financial professional, he has worked for a number of companies in the Financial Industry, holding positions as an Investment Manager with Prudential Securities, Merrill Lynch & Voya Financial. Greg has a proven history of creating value for clients, both High Net Worth individuals and Small businesses, by helping them build the financial foundation they need to meet the goals they have set, both now and in the future.

Experienced in all major areas of insurance risk and asset management, including equities, fixed income, and UIT’s. Greg’s process is first, developing a comprehensive assessment that clearly defines your financial goals, second, by taking an integrated approach to managing key impact areas, Cash Flow, Investments, Insurance, Taxes, Education Funding, Retirement Planning, Charitable Giving and Estate Planning. He is able to develop a road map for achieving the client’s objectives.

Greg is active in the community, has served on the Board of Directors of the University of Chicago Graduate School Of Business, and currently The Le Flambeau Foundation and The Riverstone HOA. He enjoys golfing and spending time with family.