GREG BRUNCK – Vice President, Portfolio Design
Greg began working with Toews in October 2018. He serves as a Coaching and Portfolio Analyst for Toews Portfolio Analysis team and the Behavioral Investing Institute.
Greg conducts investment research and prepares portfolio analysis for advisory firms while working to advance advisor-coach relationships.
Prior to this role, Greg worked as a Financial Consultant at AXA Advisors, focusing on retirement and holistic planning. He has also served in Cash Management for a New Jersey bank, focusing his time on assisting the commercial real estate division of the Bank.
Greg has passed the Series 7 & 66 exams. He holds an MBA with a concentration in Financial Management from IONA College and a B.A. in Economics from the University at Albany.