Gregory Lethbridge

Gregory Lethbridge is an Investment Analyst and Financial Planning Associate at The Wealth Alliance, based in Rockville Centre, NY. In this role, he is responsible for conducting investment research, supporting portfolio construction, and delivering comprehensive financial planning solutions to clients, focusing on optimizing retirement, wealth management, and financial strategy across diverse client profiles.

Gregory covers broad sectors within equities and fixed income, with a particular emphasis on public markets, portfolio allocation, and holistic financial planning for individuals and businesses. His work leverages data-driven analysis to support multi-asset portfolio strategies and address complex financial objectives of high-net-worth and mass-affluent clients.

Previously, Gregory served as a Venture Scout Associate at Edge Case Capital Partners, where he evaluated early-stage technology companies and contributed to venture investment decisions. He holds an MBA with a concentration in Finance from Binghamton University School of Management and a BA in Philosophy, Politics, and Law from Binghamton University, grounding his expertise in both analytical rigor and interdisciplinary thinking.