- Posted by Action Catalyst
- On August 9, 2022
- 0 Comments
- advisor, Business, CEO, coaching, consulting, finances, investing, Ironman, leadership, Team USA, triathlete
Greg Patterson, CEO of The Advisory Group of San Francisco, covers business lessons from time spent abroad and as a triathlete, including how overtraining and overconfidence can be tragic flaws, the “gas pedal risk”, determining what mile you’re on in the Ironman of life, and adopting the Spiderman principle of power and responsibility.
Greg is the CEO of The Advisory Group of San Francisco and a senior advisor to institutional and non-profit clients. He works with organization leaders on investment consulting, retirement plan development and investment policy implementation. Greg has a passion for behavioral finance and financial literacy and uses these skills to improve financial outcomes for employees in 401k and pension plans as well as beneficiaries of non-profit organizations. Greg also leads the Investment Committee at The Advisory Group and applies his experience with large institutions, including his work at Callan Associates, to analyze market trends and develop asset allocation strategies and portfolio structures that reinforce long-term investment discipline for clients. Additionally, Greg is an Ironman triathlete, and a multi-year member of Team USA.
Learn more at AdvisoryGroupSF.com.
The Action Catalyst is presented by the Southwestern Family of Companies. With each episode, the podcast features some of the nation’s top thought leaders and experts, sharing meaningful tips and advice. Learn more at TheActionCatalyst.com, subscribe below or wherever you listen to podcasts, and be sure to leave a rating and review!
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