Greg Larson is a Senior Investment Associate at Daintree Advisors, joining the firm in February of 2014. He provides trading and rebalancing support to our advisors and serves as a liaison between Daintree and our Due Diligence, Custodial, and Investment Manager relationships.
Prior to joining Daintree, Greg worked for AXA Enterprise Funds in Atlanta, Georgia, in a number of roles including Retirement Plan Services, Operations, and Support to Tomorrow’s College Investment Plan, a 529 Plan sponsored by the state of Texas. Prior to AXA, Greg worked for FSC Securities, a Broker/Dealer, also in Atlanta.
Greg earned a Bachelor of Business Administration from the University of Michigan and was awarded the CFA Institute Investment Foundations™ certificate (2017). In 2019, Greg achieved the Chartered SRI Counselor or CSRIC™ Professional Designation.
Greg lives in Quincy and enjoys his view of Quincy Bay and the Boston skyline. He is an avid Boston and University of Michigan sports fan. He also enjoys attending live music concerts and trivia nights, reading, and is an extensive traveler, particularly to Central America, where he supports ASAPROSAR, an NGO in El Salvador.