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Gregg Perry

Gregg has been in the financial solutions arena for more than 10 years, including joining Alloya Investment Services in 2006. As an Institutional Fixed Income Sales Representative, he collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options – including Marketable Securities* – to brokered certificates (SimpliCD Purchase), Gregg offers access to a wealth of resources. Credit union decision makers regularly use his services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.

Professional Experience

Prior to this, Gregg was an investment consultant in Empire Corporate FCU’s Investment Center, as well as a Senior Securities Consultant with MemberTrade Financial Group, LLC. Previously, Gregg worked for a major commercial bank, as well as a large investment-planning firm.

Education, Credentials

Gregg holds his M.B.A. from the State University of New York at Albany and his bachelor’s degree in Political Science and History from the University of Michigan. In addition, he has taught classes as an adjunct professor at Russell Sage College. Gregg holds his Series 7 and 63 through ISI and his Series 65 through Alloya Investment Services (formerly known as Balance Sheet Solutions).

*Broker-dealer transactions are facilitated through ISI, member FINRA/SIPC.

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