Greg Popera

Greg is the architect behind the structure and design of the sophisticated, customized asset management strategies the PO&H Group develops with affluent clients, with their families and with their businesses. He focuses on estate planning services, concentrated equity strategies, cash flow strategies and assisting clients who are experiencing liquidity events. His goal is to empower families to be informed, capable stewards of their wealth over multiple generations. Greg has been with Merrill Lynch since 1985 and has helped clients weather a variety of markets and economic scenarios.

Greg is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, options, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis. Barron's named Greg to its 2014, 2015 and 2016 lists of America's Top 1,200 Financial Advisors. In 2009, 2010, 2011, 2012 and 2013, Greg was named by Barron's as one of the Top 1,000 Advisors in the United States.

A graduate of the University of Dayton, Greg earned a bachelor's degree in finance. He has volunteered his time as a head coach in the Rockville Football League for the past four years, and previously was a head coach in the Archdiocese of Washington Catholic Youth Organization Girls Softball League. He has also served as a team representative in the Montgomery County Swim League. Greg and his wife, Lisa, live in Bethesda, Maryland, their four children, Ashleigh, Alexa, John and Teddy.