Gregory Healy, CPA/PFS, CFP^®, is a Strategic Advisor in Glenmede’s New York office. In this role, he is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Mr. Healy partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Prior to joining Glenmede, Mr. Healy served as Senior Wealth Advisor for Traust Sollus Wealth Management where he was responsible for financial planning and cash flow management, portfolio management, income tax planning and compliance, small business consulting and risk management.

Mr. Healy earned a Bachelor of Science degree in finance from Rutgers University-New Brunswick and is a Certified Public Accountant, Personal Financial Specialist and a CERTIFIED FINANCIAL PLANNER™. He is a member of the Financial Planning Association of New York and serves on the Not for Profit Organizations Committee of the New York State Society of Certified Public Accountants.

Mr. Healy is a Board of Trustees member of SCAN-Harbor New York, a non-profit youth and family service organization that provides a variety of integrated supports to the highest risk children and families of East Harlem and the South Bronx. In 2020, Mr. Healy received the “40 Under 40” award from the New York State Society of CPAs as a result of his commitment to community involvement and leadership in the workplace.