Welcome to
Branch Financial

Greg is an accomplished Financial Professional with over 25 years of experience. After interning for Goldman Sachs in their Municipal Finance department in 1995, he graduated from Princeton, with honors, in 1996. He then spent 2 years working as a Consultant with McKinsey & Company, in their Financial Institutions Group. There, he worked with several Fortune 500 financial companies, helping to refine, and in many cases restructure their sales and operations functions. As a result, he was recruited to Morgan Stanley in 1998 to help build their Asset Management infrastructure in Asia Pacific. Greg went on to attend Harvard Business School in 1999, and graduated with his Masters of Business Administration in 2001. Greg subsequently served as a Vice President with AllianceBernstein, an Executive Director with UBS, and a Managing Director with Canaccord Genuity, where he oversaw the entire SouthEast Region. Greg is currently a Partner at 1847Financial, and through his YouTube Channel: Branch Financial, wishes to educate his viewers on all aspects of personal finance and money management. There has never been a better time to take stock of your personal finances, and Greg is here to help you do that, step by step and topic by topic. Pertinent topics include: life Insurance, disability and long term care, investing, stock market analysis, retirement funding and strategies, fixing your credit, appropriately budgeting, legacy planning, and many many more!