Gregory Forbes

Gregory Forbes is a seasoned Senior Financial Services Executive with extensive expertise in consultative sales, relationship management, and systems integration in the investment trade cycle.

He has a strong background in Institutional Trust and Custody, Mutual Fund Administration, Middle Office Outsourcing, Retail SMA Outsourcing, and Securities Lending.

Known for customizing client solutions with a focus on operational and cost efficiencies by leveraging innovative technology.

Gregory Forbes has a demonstrated track record in managing large, complex relationship deals and leading teams to provide solutions for institutional clients.

His specialties include targeted institutional sales, relationship management, complex project/deal management, market segmentation, targeting, consultation, and solution generation.

He holds a Bachelor of Science in Economics and Finance from Bentley College and a Masters in Business Administration with a focus on Finance from Bentley University - Elkin B. McCallum Graduate School of Business.

Throughout his career, Gregory Forbes has held key positions at renowned financial institutions like J.P. Morgan, State Street Bank, Huntington National Bank, Citi, The Bank of New York Mellon, Wachovia Bank, Mellon Trust, and State Street Corporation.