Greg Tanner
Chief OperatiNG Officer
Greg Tanner joined Align in 2024 and is the Chief Operating Officer. In this role, he oversees all operational aspects of the firm including client and corporate operations, financial management, compliance, and technology.
Greg brings over 20 years of experience across a variety of disciplines within asset and wealth management. Having started his career in the middle office at Bridgewater Associates, he expanded his skillset by spending time in marketing, client service, and on the senior management team. After nearly 14 years at Bridgewater, Greg took time off to return to school, ultimately rejoining the workforce at Blackrock as the Head of Americas OnBoarding where his team operationalized portfolio inception and change requests from clients and colleagues completing over 3,000 change events per year. Following his experience at Blackrock, he was a consultant for several years working with clients across growth cycles to create structure and solve intractable operational problems. In recent years Greg focused on expanding his knowledge in wealth management working in client delivery functions at PCR Financial Aggregation and iCapital Network. Prior to Align, Greg was the Head of Operations at Mobilize Capital Partners, a sustainable economy transition private equity firm.
Greg earned an MBA from Yale University, a Master of Science in Finance from Fairfield University, and a Bachelor of Science in Finance from Lehigh University. Greg is also pursuing a doctorate from Fairfield University where he is an Adjunct Professor of Management. He is also a CAIA® Charterholder.