Broker Check
Greg Campanile

Greg Campanile

Director of Investments

Gregory Campanile is Director of Investments at Planning Alliance. He oversees the firm’s investments division and leads professional development sessions for team members looking to advance their knowledge of investing approaches. Also, he maintains an active book of business.  

Gregory joined the firm in 2015. Prior to Planning Alliance, Gregory worked on Wall Street for 10 years holding various positions in options and equity trading, investments, market analysis and prime brokerage with Maxim Group, Lazard Capital Markets, Direct Access Partners, and Van der Moolen.

Gregory is a published industry thought leader appearing in Finseca Focus on the topic of generational investment strategies for retirement. 

Gregory received his Bachelor of Science in Business Administration from Monmouth University with a Concentration in Management in 2006. White attending Monmouth, he was Captain of the golf team. Subsequent to his academic degree, Gregory has earned his Series 3, 4, 7, 55, 63, and 65 as well as his Life and Health license in New Jersey.  

Gregory resides in Shrewsbury, NJ with his wife Suzanne and their two children Alex and Madison.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4232329.