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A brief introduction
Keith Gregg is a seasoned Financial Services and FinTech Executive, Founder, and Chief Executive Officer of Chalice Connect, a B2B marketplace technology company based in Melbourne, FL. Chalice Connect serves SMBs, corporations, associations, and their members and advisors through its platforms, which include Chalice Network, Advisor Perks, Small Business Benefits, and Chalice MD.
A little more detail
Keith has dedicated his career to delivering economies of scale, operational efficiency, and enhanced value through Chalice Connect’s single sign-on (SSO) software and technology platform. This platform includes white-labeled digital marketplaces that offer significant savings on essential business services, with discounts averaging 25-45%, including access to affordable group health insurance.
Keith's leadership spans decades across major financial institutions. He was the founder, owner, and operator of a securities brokerage and RIA, which he successfully sold to a publicly traded company in the UK. He has held executive positions at companies like GE Capital, Prudential, First Union Securities, and Wells Fargo Securities, overseeing key business divisions.
An industry thought leader, Keith authored the book Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts, and he is a certified planned giving specialist. He holds multiple FINRA registrations, including Series 7, 24, 63, and 65, and is a graduate of the prestigious Securities Industry Institute at the Wharton School of the University of Pennsylvania.
Keith also played a key role in industry associations, having been the founder and chairman of the Wealth Advisor Institute, the president of the Institute of Investment Management Consultants Association Chapters, and the chairman of the Membership Committee for the Investment Management Consulting Association.
In addition to his professional accomplishments, Keith served honorably in the United States Marine Corps and was a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.
