Gregory Palacorolla, CFP®
Senior Wealth Advisor, Managing Director
Experience
- 14 years
Highlights
- Towson University
BS in Business Administration
BS in Sports Management - University of Baltimore
MBA w/Finance concentration - CERTIFIED FINANCIAL PLANNER™
- Interests & Hobbies
Spending time with Family
Traveling
Golf
Baltimore Ravens
Designations
- CERTIFIED FINANCIAL PLANNER™ professional
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