Greg Kelley

For over 6 years now, Greg has been a member of The Core Group which has offices in Boston, Los Angeles, and Palm Beach Gardens. As of January 2026, the group manages over $1.4 billion of assets for clients. In 2025, Forbes Magazine ranked The Core Group as a Best-in-State Wealth Management Team. As a Vice President, Greg manages and services private client relationships which include high net worth families/individuals, professional athletes, entrepreneurs, business owners, and executives of publicly traded companies. He focuses his time on the creation of the investment plans, determining strategic and tactical asset allocation, investment ideas and themes, as well as manager selection and monitoring portfolio results.