Greg Brushett
Ridgefield
Summary
Seasoned leader with 11+ years of experience in relationship management, asset distribution, and strategic client development across institutional and retail financial services. Proven track record of optimizing service delivery, deepening client relationships, and leading high-performing teams. Skilled in cross-functional collaboration, advisor engagement, and launching innovative investment solutions, including direct indexing and customized portfolio platforms.
Overview
13
13
years of professional experience
Work History
Managing Director, Distribution
New Age Alpha
Rye
06.2022 - Current
- Lead relationship management strategy and serve as primary liaison to strategic accounts and platform partners.
- Direct distribution team performance; report directly to Founder and CEO.
- Regularly present at due diligence meetings, board updates, roadshows, and educational webinars.
- Key contributor to the development and successful rollout of customized direct indexing platform.
Director, Lead Portfolio Specialist
New Age Alpha
Rye
10.2020 - 06.2022
- Built and managed a 14-person team of client-facing portfolio specialists across the U.S. and South Africa.
- Managed RFP efforts and secured multi-million-dollar mandates.
- Coordinated with insurance carriers and internal teams to support client service strategy.
- Played key role in launching ETFs, a hedge fund, and high yield SMA strategies.
Portfolio Specialist
New Age Alpha
Rye
08.2019 - 10.2020
- Trained financial advisors on proprietary portfolio software (H-Factor System).
- Represented firm at investment conferences, due diligence meetings, and national webinars.
Financial Advisor
Raymond James
Westport
01.2018 - 01.2019
- Delivered personalized financial plans and portfolio strategies.
- Led marketing, client acquisition, and relationship management.
- Built investment portfolios tailored to clients' goals and risk profiles.
Investment Consultant
UBS Asset Management
New York
01.2015 - 01.2018
- Promoted investment solutions to UBS Financial Advisors.
- Built consultative relationships; raised $500M+ in 2017.
- Onboarded $260M client and facilitated product integration.
- Collaborated with internal teams to streamline delivery.
Fund Administrator
UBS Asset Management
New York
01.2013 - 01.2015
Operations Analyst & Assistant Trader
Bayesian Efficient Asset Management
Hoboken
01.2012 - 01.2013
- Supported trade execution and monitored risk exposure.
- Contributed to development of systems and performance tracking.
Education
Bachelor of Science - Finance
Iona University – Hagan School of Business
New Rochelle, NYSkills
- Relationship Management
- Strategic Communication
- Business Development
- Team Leadership
Leadership And Community Engagement
Backpack Snack Attack – Annual Golf Outing, Founder & Event Coordinator, Organize and lead an annual charity golf event benefitting underprivileged children in the Hudson Valley., Oversee planning, sponsor engagement, volunteer coordination, and marketing outreach.
Licenses And Skills
FINRA Series 7, FINRA Series 63, FINRA Series 66, FINRA Series 3, NY Life & Health Insurance, Microsoft Office, Salesforce, HubSpot, Zoom, Covideo, Relationship Management, Strategic Communication, Business Development, Team Leadership
Timeline
Managing Director, Distribution
New Age Alpha
06.2022 - Current
Director, Lead Portfolio Specialist
New Age Alpha
10.2020 - 06.2022
Portfolio Specialist
New Age Alpha
08.2019 - 10.2020
Financial Advisor
Raymond James
01.2018 - 01.2019
Investment Consultant
UBS Asset Management
01.2015 - 01.2018
Fund Administrator
UBS Asset Management
01.2013 - 01.2015
Operations Analyst & Assistant Trader
Bayesian Efficient Asset Management
01.2012 - 01.2013
Bachelor of Science - Finance
Iona University – Hagan School of Business
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