Greg Halzack

Vice President

Greg is a Vice President at Robertson Stephens, working in the Performance Analysis and Client Reporting team at the New York office. With over 10 years of experience in the wealth management industry, Greg has developed expertise in performance analysis and client reporting solutions.

Greg began his career at Morgan Stanley, specializing in customized solutions for institutional clients. Before joining Robertson Stephens, he served as a Vice President at JP Morgan and First Republic Bank, where he managed the Performance Analysis and Client Reporting team. His responsibilities included daily system management, ad hoc customized reporting solutions, and driving firmwide initiatives.

Greg holds a B.S. in Business with a concentration in Finance from the University at Albany. He resides in Clifton, NJ, with his wife and three children. In his free time, Greg enjoys playing golf and spending time with his family.