Our Team
Stephen Greco
FOUNDER AND CEO
Stephen has over 25 years of experience in the investment industry.
Before founding his own firm, Pandora Wealth, Stephen served for several years as the Director of Wealth Management at one of the largest Registered Investment Advisers in the country. During his tenure, he was a member of the investment committee responsible for managing over $50 billion in assets under management (AUM), and he personally oversaw nearly $1 billion in individual stock and options strategies.
Stephen has held leadership positions at both Registered Investment Advisers (RIAs) and brokerage firms, giving him a broad perspective and deep industry experience across both networks.
Thanks to his extensive background in investment selection, active portfolio management, and alternative investments, Stephen—and Pandora Wealth—pride themselves on offering clients access to unique investment strategies typically unavailable through traditional firms. These include Hedge Fund access, Private Equity, Private Real Estate, and active Options Strategies.
Geneva Malagutti
DIRECTOR OF OPERATIONS
Geneva collaborates closely with our advisors to ensure that every aspect of Pandora Wealth's operations runs smoothly and efficiently. With over a decade of experience in various management roles and a pivotal role in shaping the company's processes since its founding, Geneva is perfectly equipped to ensure that Pandora Wealth consistently delivers world-class customer service to clients nationwide.
Sergio De La Torre
MANAGING DIRECTOR, ATLANTA
As Managing Director of Pandora Wealth Atlanta office, Sergio leads the development and implementation of tailored financial plans for clients. He serves as their primary point of contact, guiding them and their families through the intricacies of financial planning and investment management to help them achieve lasting success. Passionate about making a positive impact, Sergio takes pride in serving his clients. With over fifteen years of advisory experience, he is deeply committed to his fiduciary responsibilities, always prioritizing his clients' interests above his own..
David Tsow
MANAGING DIRECTOR, SAN DIEGO
Curiosity is a great quality; it allows you to learn something new every day if you choose. Everyone has a story to share. It's your personal story, unique to you, which makes it so great.
Now more than ever, clients have access to talented, amazing financial advisors.
I spent nearly 25 years at some of the largest firms on Wall Street. This is what I learned.
There are 2 types of financial advisors you can work with. Some advisors may be inclined to do what is best for them and their firm. They sit on their hands when times get tough. They constantly complain about providing service to clients. Other advisors are fiduciaries who are required to act in your best interest. They welcome client interaction. They have calls to action. That is the path I have taken because I wanted to avoid conflicts of interest and a larger firm dictating the types of products I would have to use with clients.
My favorite golf courses if you are visiting San Diego, in no order; Torrey Pines South, Maderas, Coronado, Steele Canyon, San Vincente.
Three books that have always stuck with me. Way Of The Peaceful Warrior, The Greatest Salesman In The World, The Five Love Languages(Quality Time, Acts of Service for me).
If you've taken the time to read my intro, Thank You.
Now that you know some of my story, hopefully I can learn some of yours.
Nick Owens
WEALTH MANAGEMENT ASSOCIATE - ATLANTA
Nick holds a degree in Financial Planning from the University of Georgia and brings valuable expertise to our team. He works closely with clients and advisors to meet their wealth management needs, striving to ensure that clients' financial goals are not only met but exceeded. Nick is eager to collaborate with you, leveraging our comprehensive tools and resources to maximize your financial success.
Jared Knott
DIRECTOR OF TRADING & STRATEGY
As a dedicated Trading Specialist, Jared helps optimize client portfolios in accordance with risk tolerances and current models. He also works with the Pandora Wealth Hedge Funds to manage liquidity needs. Jared artfully blends technical analysis with his 30 years of practical experience across the financial, insurance, and private equity sectors. Jared's keen understanding of macroeconomic trends and micro-level market movements enables him to make informed, strategic decisions in fast-paced and volatile environments using a variety of investment vehicles.
Lucian Greco Jr., Esq,
House Counsel
Lucian has over 20 years of high-level Legal Experience. Before joining Pandora, he began his career with a prestigious Regional Law Firm where he spent almost two decades building his resume as a distinguished Civil Litigation Attorney. During that time, he held several Leadership positions including serving as Managing Partner for multiple offices. In addition, Lucian spent considerable time advising individual clients, insurance companies, and large corporations on how to manage risk, avoid litigation, and reach favorable resolutions of pending lawsuits. As a Litigator, Lucian has handled some of the most complex, high profile, and high-exposure cases in NV History. He is also a proven trial attorney taking several extremely difficulty cases all the way through Arbitration and Trial.