Greg Finn has over 35 years of experience in the financial industry, including 14 years as a trust officer, focusing on Special Needs Trusts. He has extensive knowledge regarding estate planning, philanthropic gifts and investment management.
Greg has served as Director of Planned Giving for Mercy Foundation in Sacramento, and as a trust officer for both Union Bank of California, Bank of the West and now Fremont Bank. He is a member of the Estate Planning Councils of East Bay, Diablo Valley, Tri Valley, Peninsula, South Alameda and Santa Clara. In 2009, 2010 and 2011 Greg was a keynote speaker on “Investing for Court Supervised and Non-Supervised Trusts” at the annual PFAC (Professional Fiduciary Association of California) conference.
He has a BSC and MBA in Finance from Santa Clara University and an MS in Operations Research from University of Kent, Canterbury in England. He has three grown children and lives with his wife Karen in Sacramento.
As a result of his years of work experience with special needs trusts, Greg got to know Morgan Autism Center through its parents. The more he learned, the more he wanted to become involved and asked to join the board.