Managing Director & Head of Business Development
612 Wheeler Farms Road, 2nd Flr
Milford, CT 06461
Greg Geloso joined Watermark Capital Management in January 2019 after a very successful tenure as a Vice President and Managing Director of the Northeast Region Retirement Benefits Group, a specialized division of Equitable Advisors, LLC.
Greg has over 20 years of experience in the financial services industry. He began his career as a financial professional with the Retirement Benefits Group in 2001. His primary focus is helping individuals, businesses, public schools and municipalities achieve financial independence. After receiving multiple company and industry awards, Greg was promoted to the title of Vice President and Managing Director of the Northeast Region Retirement Benefit Group in 2006. As a leader, he hired, trained and successfully developed a large group of financial professionals that currently work with over 25,000 active and retired educators all over CT.
In 2015, Greg was inducted into the Equitable Advisors Hall of Fame as a direct result of his leadership and diligent work with his clients.
Greg attended Quinnipiac University, where he received a B.S. in Business Management, while playing 4 years of College Baseball. Greg and his family reside in Oxford, CT where they are actively involved with local schools and community programs.