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James Suazo

Gregory Cannillo, MBA, FPQP®

NAPFA Associate 

Associate Financial Planner/ANALYST 

Chief compliance officer



As an Associate Financial Planner/Analyst, Gregory is part of the financial planning team and a member of the investment committee. In conjunction with Baron’s advisors, Greg updates financial plans for clients when changes occur to their financial circumstances. Greg also performs 401(k) analysis by reviewing available investments and suggesting the appropriate allocations that work best for clients’ objectives. Greg recently earned the Financial Paraplanner Designation (FPQP®) to increase his knowledge and help with his financial planning duties.  As the Chief Compliance Officer, Greg oversees and manages the compliance program for the firm.

Greg previously worked in project management within the construction industry. Deciding to switch his career to the financial realm, Greg earned his Master’s Degree in Business Administration (MBA) from Fordham University’s Gabelli School of Business, where he focused in finance and was a recipient of the Dean’s Scholarship. Greg received his B.A. from Union College (NY).

Out of the office, Greg enjoys reading and going to the gym. He is also involved in Spectrum for Living, a local nonprofit organization dedicated to serving adults with developmental disabilities.