Nicholas L. Gregory, Managing Partner
ChFE , CEBA, ChCCA
|Nicholas L. Gregory is Managing Partner and CEO of The Financial Engineering Institute.
He is dedicated to providing quality financial education, training, marketing, coaching and advanced case design for the financial services, accounting, legal and non-profit communities through our firm’s financial engineering processTM.
Mr. Gregory is also President and Managing Director of The Charitable CapitalTM Design Center, LLC, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities by redefining “planned giving” as a unique form of financial capital.
He recently developed and launched Give Back Nation. The non-profit organization’s objective is to create even bigger waves of giving within communities across the nation.
Over the past 40 years Nick has consulted with attorneys, accountants, and financial services professionals in better serving their clients. He also provides consulting for some of the largest financial services organizations in the world.
Chartered Financial Engineer Certified Estate and Business Analyst Chartered CharitableCapital Advisor