Financial Poise

Financial Poise Faculty

Faculty are listed alphabetically by their Last Name.

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Edward W. “Tad” Gray III

Tad Gray, CFP®, CIMA® is a Relationship Manager of Financial Solutions Advisory group, an independent fee-only wealth management firm. People work with Tad are busy professionals whose primary financial concern is…

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Robert Grbic

Grbic is the President & CEO of White Oak Commercial Finance, LLC. Grbic has more than 30 years of commercial lending experience. He has been with the company and its…

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Paula Greaves

Ms. Greaves is a consultant providing services in Trade Finance, with particular emphasis on documentary products such as Letters of Credit and Documentary Collections. Paula has over 40 years of…

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Kelly Greco

Kelly Greco represents commercial real estate developers, owners, and investors on acquisitions, dispositions, financing, and leasing of commercial real estate projects. Kelly’s practice is nationwide and includes working on retail…

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Douglas Greenspan

Doug focuses on developing and implementing strategic real estate plans for his clients involving property analysis, acquisitions and dispositions. Doug also concentrates his practice on lease-related services including negotiation, modification…

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Barbara Gregoratos

Barbara Gregoratos has a transactional real estate private equity practice, extending to most aspects of commercial real estate law, and involving equity and debt investment and real estate finance. She has…

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Garret Griffin

Garrett is the co-founder of BridgeBuilder.  BridgeBuilder specializes in guiding and assisting families and closely-held business in making financial and legal decisions to create estate plans that ensure the well-being…

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Ellen Griggs

A former financial services senior executive with over 30 years of experience at prominent firms such as Bankers Trust, Paine Webber, NEPC and Strong Capital Management, Ellen Griggs currently utilizes…

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Lewis Grimm

Lewis Grimm is a partner at Jones Day.  He has substantial experience in New York and Australia representing financial institutions and other entities in debt financing matters, including the representation…

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Howard Groedel

Howard focuses his practice on securities law, securities regulatory and investigatory matters and corporate transactions. He counsels public and privately held companies in the issuance of debt and equity securities;…

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Harvey Gross

Harvey Gross is the founder and president of HSG Services Inc. He was formerly a vice president with Bank of America for over 30 years. He served as wholesale credit…

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Joel Gross

Joel Gross is a partner in Arnold & Porter LLP’s Washington, DC, office, which he joined in August 2000 after having served as Chief of the Environmental Enforcement Section at…

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Greg Grove

Greg serves as the Chair of the firm’s Startups & Venture Capital practice, with a focus on business transactions and counseling. Greg also heads the firm’s Blockchain Technologies Team.  Greg…

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Ryan Gunderson

Ryan Gunderson is an attorney in corporate and securities in the San Diego office of Gunderson Dettmer.  He specializes in the representation of emerging growth companies throughout their lifecycles, with a particular…

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Emily Gunner

Emily Gunner is the Corporate Counsel at Teladoc Health and BetterHelp.      

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Sam S. Guzik

Samuel S. Guzik has more than 35 years of experience as a corporate and securities attorney and business advisor in private practice in New York and Los Angeles, including as an…

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