Greg Geloso joined Watermark Capital Management in January 2019 after a very successful tenure as a Vice President and Managing Director of the Northeast Region Retirement Benefits Group, a specialized division of Equitable Advisors, LLC.
Greg has over 20 years of experience in the financial services industry. He began his career as a financial professional with the Retirement Benefits Group in 2001. His primary focus is helping individuals, businesses, public school and municipal employees achieve financial goals. After receiving multiple company and industry awards, Greg was promoted to the title of Vice President and Managing Director of the Northeast Region Retirement Benefits Group in 2006. As a leader, he has hired, trained and successfully developed a large group of financial professionals that currently work with many active and retired educators all over Connecticut.
In 2015, Greg was inducted into the Equitable Advisors Hall of Fame as a direct result of this leadership and diligent work with his clients.
Greg attended Quinnipiac University, where he received a B.S. in Business Management, while playing four years of College Baseball. Greg and his family reside in Oxford, CT where they are actively involved with local schools and community programs.
Watermark Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).