Greg Blake is a Partner at Triton Point Wealth. Greg advises affluent individuals, families, and charitable organizations with comprehensive financial planning and investment management. He collaborates closely with clients’ tax and legal advisors on a wide range of matters including estate planning, philanthropy, concentrated stock positions, and the sale of closely-held businesses.
With nearly 20 years of experience in the wealth management industry, Greg has held executive and advisory positions in Alliance Bernstein, Convergent Wealth Advisors, WMS Partners, and Goldman Sachs prior to founding TritonPoint Wealth. Prior to his career in finance, Greg worked in the technology space planning and executing on business development strategies for companies in the Silicon Valley and Washington DC.
Greg is a 1994 graduate of the United States Naval Academy where he earned a Bachelor of Science in Economics. He earned his Master of Business Administration at Santa Clara University. After graduation from the Naval Academy, Greg served for five years as an Officer in the United States Marine Corps leading missions in the areas of logistics, amphibious landings, counterdrug, and parachute/airdrop operations.
Greg lives in Burke, Virginia with his wife Brenda and their children.