GREGORY SHEFRIN

MANAGING DIRECTOR
PRIVATE WEALTH & CAPITAL MARKETS ADVISORY
NEW YORK / USA

35+ Years Private Banking Experience — Managed high-net-worth and institutional relationships at Deutsche Bank, BBVA Compass, and Wells Fargo Private Bank, including originating Americas-wide referral agreements across private wealth and capital markets.

UHNW & Family Office Network — Brings deep relationships with ultra-high-net-worth families and family office principals developed across three decades in private banking and wealth advisory.

Cross-Sector Advisory Background — Founding member of Shefrin & Associates, advising lower-middle-market corporate clients.

MBA, Cornell Johnson Graduate School of Management.