Greg Pinto is an Operations Analyst with Wescott. In his role, Greg’s primary focus is the optimization of the firm’s various technology platforms and ensuring that Wescott is working at peak efficiency within all of its applications.
He supports the Operations team with their ongoing initiatives, and serves as a business analyst for the team by managing the implementation of new systems and maintaining Wescott’s established processes. Greg provides project management support and technology training for staff on Wescott’s program platform. He also assists clients with their technological requests.
In addition to his other responsibilities as Operations Analyst, Greg serves on Wescott’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Greg was the Director of Technology and Marketing of FastCapital 360, a rapidly growing small business funding company, where he helped design and execute an end-to-end solution for all aspects of their business within Salesforce. There, he was also in charge of overseeing the company’s social media efforts and SEO responsibilities.
A graduate from Temple University, Greg studied media and communications with a specialization in journalism.
Greg resides in Warminster, Pennsylvania with his fiancée, Samantha, and their two children.