After a long career in public accounting, Greg retired as a partner with CohnReznick LLP in April of 2018. During his over forty-year professional career, Greg has advised high-net worth individuals and business owners on virtually all aspects of their financial affairs including income and estate tax planning and compliance as well as the intricacies of the financial planning process as it applies to the various stages of their lives.
Greg's affiliation with Bay Financial Associates goes back to 2008 with the formation of the joint advisory relationship with Ercolini and Company. Greg joined Ercolini in 1981 which merged with CohnReznick in 2014. Upon his retirement from CohnReznick, Greg joined Bay Financial Associates in May of 2018 as a financial advisor where he continues to provide professional advisory services to his clients.
He has been a CPA licensed in the Commonwealth of Massachusetts since 1983, in addition to being a Certified Financial Planner® since 1989. Since 2001, Greg has been licensed as a financial advisor when he founded his financial firm, Summer Street Financial Advisors, LLC. Greg is a member of the AICPA's Division for Financial Planning as well as the Financial Planning Association. He is a graduate of the Boston College Carroll School of Management. He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Public Accountants, and the Financial Planning Association.
Greg is actively involved in his community and has served for several years in a variety of capacities as board member of the Metro South Chamber of Commerce as well as a board member and coach of several youth sports organizations. In addition, Greg and his wife Diane are adult volunteers with the Appalachian Service Project which assists in providing safe, warm and dry housing for less fortunate residents of the Appalachian region of the US.
He enjoys golf, Cape Cod and is a long-time resident of South Easton, Massachusetts where he and Diane reside. Greg and Diane are the proud parents of three children and two grandchildren.
Phone: 781-893-0909 ext 255
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Summer Street Financial Advisors is a separate entity from Bay Financial Associates and LPL Financial.
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