Head of Information Technology & Transformation
Greg serves as Head of Information Technology and Transformation at Chevy Chase Trust. He and his team ensure the firm’s technology meets current and future business needs and that the firm employs technology and process improvements to drive efficiency and effectiveness. His focus is on delivering stable, secure and reliable technology infrastructure together with the tools and capabilities that ensure an exceptional client experience.
Prior to joining Chevy Chase Trust, Greg was a Managing Director in PwC’s Financial Services Advisory Practice serving the wealth management sector. Prior roles include Chief Operating Officer (COO) Asia Pacific for JPMorgan’s Global Wealth Management division where Greg had operating responsibility across 13 countries in the Asia Pacific region. Responsibilities included business management, technology, operations, client service and business risk management. Greg’s experience in global private banking, wealth management and capital markets includes business management, product management and COO roles at Goldman Sachs, Citigroup, Deutsche Bank and JP Morgan. In these roles, Greg has supported growth through the development of new product and service capabilities, geographic expansion and delivering increasing operating leverage to the bottom line.
Greg is a Washington, D.C. native and a graduate of New York University (NYU).