Gregory Merrill, MBA, CAIA, CIMA®


Associate Financial Planner
Gregory Merrill, MBA, CAIA, CIMA®

Associate Financial Planner


Gregory Merrill, MBA, CAIA, CIMA®


Gregory has diverse experience across private wealth management, investment banking, and family office management. Prior to joining Socha, Gregory co-founded a single-family office focused on tax-optimized, alternatives-driven investing. Earlier, he was an Investment Banking Associate at Goldman Sachs, helping advise leading financial institutions on M&A, capital raising, and complex valuation. He began his career in private wealth management, concentrating on portfolio construction, financial planning, and family office solutions.


Gregory is a graduate of Princeton University, where he earned Cum Laude honors and played Attack on the Division I Men's Lacrosse Team. He later earned his MBA from the Leonard N. Stern School of Business at New York University, specializing in Finance, Banking, and Accounting.


In his spare time, Gregory enjoys spending time with family, watching Philadelphia sports, and is an avid fisherman.


Certifications:

  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Investment Management Analyst (CIMA®)
  • CFA Level III Candidate

Licenses:

  • NASAA Series 65
  • FINRA Series 7
  • NASAA Series 63
  • FINRA Series 79