Greg is an advocate of an advanced form of tactical investment management called Trend Aggregation. Trend Aggregation involves combining tactical methodologies that have different uncorrelated return streams, such as intermediate-term momentum methodologies and short-term countertrend methodologies. He focuses on applying institutional money management strategies to the portfolios of individual investors. Greg joined Advest, formerly a subsidiary of AXA Financial, where he spent time in Equity Research and Institutional Sales, working to generate investment ideas for large institutional clients. He then took that experience to Smith Barney where he designed and managed portfolios for one of the premier private wealth management teams within Citigroup. Greg graduated from Connecticut College in 1999 with a dual major in Economics and History. He has completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program. In addition, he has passed the series 7, 24, 63, 65 securities exams and he has passed the Connecticut life and health insurance exam.