A graduate of Rutgers University with a BA in Economics and Labor Relations, Greg began his career by accumulating ten years of brokerage experience at A.G. Edwards and Wedbush/Morgan Securities. After assisting Sierra West Bank in the development of their financial services division, Greg organized his Reno consulting team with a focus towards investment management. Greg joined WESPAC as our Chief Investment officer after honing his portfolio and risk management skills. He was the co-founder and co-portfolio manager of the Fusion Global long/short mutual fund that won the Lipper Analytics Outstanding fund award in 2008 by successfully navigating the Great Recession. He currently oversees WESPAC’s RMAP portfolios using a unique methodology designed to reduce downside capture in volatile markets.
John joined WESPAC in the late 1990's and his position as advisory operations manager means not only overseeing the retirement plan advisory business but also fulfilling key compliance and portfolio management roles. John is also a member of WESPAC Advisors' formal investment committee overseeing performance standards for both the qualified plan and high net worth sectors of our advisory services. His prior experience includes positions as a financial analyst with both The North Face and CIGNA Healthcare of Northern California. He served for 4 years in the U.S Army as a linguist and graduated with honors from the University of Florida with a BA in political science and minors in economics and Japanese language. He is also a graduate of the Thunderbird School of Global Management with an MBA in finance.
Julie Miller is our Client Relations Manager. Her excellence in human relations, communication, and service orientation is a vital asset to our team. She has over 30 years of management experience in banking and the financial services industry. Julie attended college at California State University at Sacramento where she studied business and accounting. She is currently working to obtain her series 65 license.