Our advisors are expected to deliver an effective and sophisticated level of knowledge with the utmost integrity. Our firm culture demands the most from our advisors; we breed winners. To us, winning is more than a personal victory, its a team accomplishment based in our client's achievements. GreyCliff’s advisory team has been cultivated from some of the best performing advisors at top industry firms. Our advisors demonstrate their dedication and passion for their clients and craft through our annual continuing education programs. We are constantly furthering our credentials and skill sets so that we can bring the best education, recommendations and most professional service to all of GreyCliff’s clients.
“To win in the marketplace
you must first win in the workplace.”
- Doug Conant, CEO of Campbell’s Soup
Mark has spent the last 12 years in the financial services industry. He started at a top firm in NYC in their Private Wealth Management Group where he met and worked with Jason and Brian, the other GreyCliff partners. Mark was then recruited to run a Private Client Wealth Management Group for an industry leading firm before moving on to create GreyCliff Advisory Group. Throughout his career, Mark has received numerous accolades and was awarded the coveted Top of the Table award numerous times, which represents the Top 1% of Nationally Ranked Advisors. Mark has brought an exceptional level of experience in building and developing teams of highly skilled and successful financial professionals to GreyCliff. He currently lives in New York City and enjoys art, traveling and spending time with his son.
Jason spent the last 11 years in the financial services industry working for fortune 50 companies and top firm’s Private Client Divisions. He joined Financial Services in New York City in late 2005 and has accumulated many accolades throughout his career. Jason was invited to join the prestigious Million Dollar Round Table, where he was awarded top 10% of national leaders in the industry. He accomplished this feat 3 years in a row and 4 times in his first 6 years. Jason was recruited by a financial industry top firm in 2012 to run a division of their Private Client Group, where he recruited, trained and ran the division of advisors for three years along side of continuing his client relationships. Over Jason, Brian and Mark’s long overlapping career together, Jason decided to join Mark as a Managing Partner at GreyCliff. Jason resides on the Upper East Side of New York City for the past 10 years. Jason is dedicated to charitable work, primarily for cancer research after losing his mother to the disease in 2011. He is one of the cofounders of LiveLaughLoveCharities, a website dedicated to charity event planning. Jason enjoys being involved in sports in his local community, art, history and travel.
Brian spent the last 9 years working in financial services for various top firms in New York City. Brian started his career in a industry leading firm’s wealth management department, where he was invited to join The Million Dollar Round Table after impressively achieving the status of top 10% of leaders in the industry in just his second year. He was recruited by another top firm in 2012 and in 2014 joined Jason to co-lead one of the Private Client Divisions at the firm. Brian joined GreyCliff as a partner after years of working along side Jason and Mark. Brian lives in Edgewater, NJ with his wife and three children where he finds the time to remain very involved in their extracurricular sports and activities and coaches his daughter’s travel soccer team.
Everaldo started his career at Nomura Securities Intl in 1985 working in operations for the Fixed Income Dept. He was quickly promoted to a trading position responsible for the short end of the yield curve, financing US Government Securities for the repo desk. In 1993 Everaldo moved to a sales role, tasked with the financing of the Mortgage Securitization initiative; raising money to finance billions in residential, as well as commercial whole loans for Nomura’s Mega deals. His experience in trading proved invaluable in this effort. In 2008 Everaldo and the entire Repo Desk moved to Jefferies & Co. Everaldo was responsible for leading the Repo Sales desk at Jeffries. He and his team helped establish the fixed Income repo department for Jeffries and went on to facilitate the acquisition of a coveted Primary Dealership. In 2013 Everaldo left Jefferies and in 2014 started his career in Financial Services as the Director of Fixed Income products at Greycliff Advisory Group. Everaldo lives with his wife Debra of 34 years in Monroe Township NJ and has 2 adult children and 3 grand children.