With more than three decades of experience across personal finance, corporate and institutional finance, investment banking, and securities analysis, Greg Tull helps Meritas clients design and live the lives they envision. He blends deep technical expertise with a relationship-centered approach—translating complex financial strategies into clear, actionable plans that build confidence and momentum for each client’s goals.
Greg began his career as an investment banker with JP Morgan, where he completed IPOs, billion-dollar loan syndications, and capital markets projects across industries from technology to real estate. He went on to spend more than a decade in West Coast investment banking boutiques, advising institutional clients, trading nearly 500 million shares, and becoming a top shareholder at Pacific Growth Equities. A trusted advisor to hedge funds, mutual funds, and private companies, Greg developed a distinct expertise in alternative investments. He earned his BA in Economics from Harvard University (Magna Cum Laude), where he captained the swim team and achieved All-American honors, and his MS in Economics and Business from University College Dublin as a Rotary Ambassadorial Scholar.
Greg’s motivation is simple: he believes that smart financial guidance should empower people to live more meaningful lives. He brings that belief to everything he does—whether mentoring others, volunteering, or supporting his community through leadership roles with Marin Montessori School, the Rotary Club of Ignacio, and more. Greg and his wife, Daniela, live in Marin County, where they enjoy a full family life with their three children—Zach, Aidan, and Romy—and an active love of adventure sports and the outdoors.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
