Team

Greg Bruno, CFP®

Investment Representative

GREG BRUNO, CFP® began his financial career over 35 years ago, in the brokerage office of Granger and Company in New York. Greg was a full-time trader from 1983-2002, as a member of the NYSE Futures division and Chicago Mercantile Exchange. In 1993, he founded Countdown to Retirement Funds and was the portfolio manager of one of the first lifestyle mutual funds and he ultimately joined M. Brown in 2009.

In addition to managing his client relationships, Greg is the Lead Portfolio Manager for our Proactive Asset Management (PAM) Portfolios.

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