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Send a message about investment advisory, board advisory work, or a speaking engagement. Greg's team will be in touch.
FAQ
Frequently Asked Questions
Gregory "Greg" Matthews is Managing Director of FourCore Capital, an Independent Advisor Representative, an Independent Life Insurance & Annuity Producer, and an Alternative Investments Director. He has spent more than three decades in the financial industry and works with corporate executives, entrepreneurs, and other high-achieving individuals from New York City.
Corporate executives, entrepreneurs, and other high-achieving individuals. His speaking work addresses three audiences specifically: executives navigating compensation and equity, entrepreneurs preparing for growth and liquidity, and investors evaluating how alternative strategies fit a long-term portfolio.
It begins with discovery. Before any capital is placed, Greg maps goals, obligations, timelines, and the concerns clients rarely lead with, because a strategy built on incomplete information fails quietly over decades. Allocations are then structured against defined objectives and reviewed as circumstances change.
He has held senior positions at Donaldson, Lufkin & Jenrette, Merrill Lynch, Cantor Fitzgerald, Jefferies & Co., and Morgan Stanley — five leading financial institutions over a career spanning more than 38 years. He earned a BA Economics from Johns Hopkins University.
He holds the Alternative Investments Director designation and applies alternative strategies selectively. Each structure is evaluated on liquidity, fees, and suitability, and is included only where it genuinely improves a client’s position against a defined objective rather than simply expanding the menu.
Yes. He advises boards and leadership teams on capital strategy, alternative investment frameworks, risk oversight, and long-term financial governance.
Yes. He delivers keynotes and executive talks on four topics: advisory planning that starts with discovery, understanding alternative investments, discipline across market cycles, and understanding fixed index annuities. Speaking requests go through the speaker request form.
Use the contact form on this page. For speaking enquiries, the speaker request form collects the event details needed to respond, including audience size and date.