Greg Cascio

Client Service Associate
Greg Cascio

Greg joined CJM in June 2017 as an intern, and became a full-time employee in September 2018. As a Client Service Associate, his responsibilities include generating client reports, billing, and various accounting tasks. Greg also assists our CEO with different activities for the not-for-profit organization, Autism Communities.


Q: Do you have any Awards, Honors or Credentials?
A: Bachelors of Finance from Sacred Heart University

Q: Have you always worked in the financial industry?
A: I have always been very interested in the financial industry. I started as in intern at CJM while still in school in June of 2017. Upon graduation, I started full-time at CJM and have learned from each and every member of the team, and I plan to keep expanding my knowledge of the industry in the years to come.

Q: What about your role at CJM do you enjoy the most?
A: I enjoy learning the processes behind how CJM works, as well as learning hands-on from Charlie and Peter, and then using what they have taught me to produce client reports and illustrations.

Q: What are some of your hobbies?
A: In the summer, I enjoy spending time at the beach, golfing, playing basketball, and just being outdoors. I like to stay active, and also love spending time with family and friends.

Q: What would you do if you won the lottery?
A: If I won the lottery, I would buy property for my family members and loved ones. I would make sure to invest most of my money, donate to charity, and probably treat myself to a house on the water and a nice car.

Q: What’s your favorite book and why?
A: One of my favorite books is, “Shoe Dog.” It’s a memoir by the creator of Nike, Phil Knight. It shows first-hand the process and struggle of starting from just an idea as a college student, to becoming one of the world’s most iconic brands.

Q: What’s your favorite quote?
A: “Success is not final; failure is not fatal: It is the courage to continue that counts.”
— Winston S. Churchill