Gregory F. Dillon, CFA, CFP®, CLTC, NSSA
Gregory graduated cum laude from the Fairfield University Honors Program with a B.S. in Finance and Accounting. He began his career in the financial services industry in 2005. Prior to joining Atlas Advisory Group, LLC, Gregory worked at UBS Investment Bank as a trader on the fixed income desk.
Today, Gregory is a partner of the Atlas Advisory Group, LLC, a member firm of the M Financial Group. The M Group is one of the country’s leading financial-services’ design-and-distribution companies established to serve the affluent and corporate markets of the country.
In 2010, he completed the third level of the CFA program and currently holds the Chartered Financial Analyst (CFA) designation. The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry.
As a CFA charter holder, Gregory has pledged to adhere to its code of ethics and professional conduct standards. He is a member of the Stamford CFA Society. He also holds FINRA licenses 7 and 63 as well as licenses for life and health insurance.
Gregory works closely with clients to design comprehensive, flexible financial plans in order to optimize their wealth. He tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk. The financial world is constantly in flux and Gregory takes pride in educating his clients and their advisors on how the changing investment landscape will impact their ability to plan for the future.
Gregory resides in Manhattan. Outside of his professional efforts he enjoys golf, tennis, reading, and travel.