Greg BlakeVICE PRESIDENT
As a Managing Director in United Capital's Bethesda, Maryland office, Greg is responsible for advising individuals, families, and institutions on a variety of wealth management matters. Greg and his team of professionals coordinate overall wealth planning, investing, and reporting with clients' attorneys, accountants, and other advisors. Services include investment management, trust and estate planning, concentrated stock positions, the sale of privately held businesses, and education for the next generation.
Greg's disciplined nature and eye for detail help to ensure an exceptional and consistent client service experience. He holds himself and his teammates to high standards for client care. Greg believes that financial advice is worthwhile only if it is free from conflicts of interest, tailored to specific client needs, and delivered by a coordinated team of sophisticated finance and investment professionals.
Prior to joining United Capital, Greg was the Director of Client Development for WMS Partners and was a Director at Convergent Wealth Advisors where he was responsible for the significant growth of both firms. Greg started his career in wealth management with Alliance Bernstein more than a decade ago in their Washington D.C. office. After his service in the U.S. Marine Corps, Greg worked at a variety of technology ventures starting in Silicon Valley and then returning to the Washington D.C. region where he worked with the Department of Defense and related agencies.
Greg graduated from the United States Naval Academy in 1994 with a Bachelor of Science in Economics. He earned his Master of Business Administration (MBA) from Santa Clara University in 2001. Greg lives with his wife Christie and their four children in Baltimore, Maryland.