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Gregg Lorenzo - Charles Vista Founder

by gregglorenzo

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Mr. Gregg Lorenzo is a visionary who, during his decade of experience in the financial services industry, has built a reputation as a hardworking professional with an expertise in investment banking. During his career he has honed his skills in building companies with both early and late stage venture capital. Today, Mr. Lorenzo provides leadership and motivation to the team at Charles Vista LLC, instilling the ethics of hard work. Assisting others in realizing their dreams is at the core of Mr. Lorenzo's philosophy.


Mr. Lorenzo maintains the following FINRA registrations: Series-7, 24, 63 and 79.

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