Greg Palacorolla, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2021 following MAI’s acquisition of Geier Asset Management
• Primary focus is on implementing investment, financial planning, and tax strategies that integrate into his client’s long-term plan
• Client base consists of professional athletes as well as high net-worth individuals and families
• Held multiple roles at Geier, including portfolio analyst, financial planner, client manager, and Director of Wealth Management
• Call upon his broad set of experiences when planning for his client’s future

Education

• Towson University, BA in Business Administration and Sports Management
• University of Baltimore, MBA in Finance

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.