Partner and Chief Investment Officer at Greenbush Financial Group, LLC. Michael has more than 15 years of experience in working with employer sponsored plans, individual wealth management, Medicare, and financial planning. He obtained his bachelor’s degree in Business Economics & Finance from SUNY Oneonta. Michael started his career as an Investment Officer in the trust department of Glens Falls National Bank and later joined DR Pension LLC to head their investment department for their employer sponsored qualified retirement plan division. Michael joined GFG in September 2007 and he is a member of the Albany chapter of EO. He holds the following highly recognized financial designations:
Head of Financial Planning Division at Greenbush Financial Group, LLC. As a Certified Public Accountant (CPA), Rob brings a wealth of tax knowledge to the firm. Rob served as a senior auditor at a local CPA firm for 5 years before becoming the controller of a national level manufacturing company headquartered in the Capital Region. Rob joined GFG in January 2015. He holds a bachelor’s degree in accounting from SUNY Geneseo.
A Partner at Greenbush Financial Group, LLC, David founded the company in January 2000. David worked for several years at the big four firm Ernst & Young. His background supports the financial planning process as he provides expertise in the areas of estate planning, taxation, and retirement planning. David holds a bachelor’s degree in accounting from SUNY Albany. He was also one of the founding members of the Albany Chapter of the Entrepreneurs Organization.
- Certified Public Accountant (CPA)
Head of Client Relations at Greenbush Financial Group. Deb has over 15 years of experience working in the investment industry. She plays a vital role in the firm by managing the day to day operations at GFG and ensuring that our clients have direct access to the information that they need to foster a high touch relationship with our firm.
*Registered representatives who offer securities through American Portfolio Financial Services, Inc.