Greg WendtDirector, Integrated Solutions and Senior Wealth Advisor

    Greg serves as lead advisor to clients based on the West Coast and heads the Santa Monica office. He first discovered the notion of sustainable development in the 1980’s and has since worked in sustainable and regenerative economics, finance, portfolio management, economic strategy and responsible investing. An economist and Certified Financial Planner, Greg is considered a thought leader in the field of socially responsible investing and green business.

    Greg serves on the steering committee and leads the Capital Action Team for the California Economic Summit, a statewide initiative to advance triple bottom line economics. In 2011 Greg was privileged to be included in the Obama Administration’s California Financial Opportunities Round table, a select group of experts co-convened with the San Francisco Federal Reserve Bank to improve access to capital for the improvement of communities across the state.

    A Southern California native, Greg enjoys rare aged teas, cooking for friends, long walks, swimming, reading three books at a time, meditation, yoga and surfing.

    Greg holds a degree in Economics and Business Administration from UCLA. He holds the CFP designation.

    Eileen SpiraRobin Shank