Greg Palacorolla, CFP®

Regional President, Senior Managing Director

Marriottsville, MD

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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

We look forward to learning about your financial goals.

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