Keith has three decades of executive leadership and financial services experience. He is Chairman and CEO of Chalice Wealth Partners, a San Diego-based Wealth Tech member benefit organization for independent wealth advisors that delivers a fully integrated suite of technology tools, products, and services through a single sign on shared services technology platform. Prior to founding Chalice Wealth Partners, he was President and CEO at Innovation Equity Partners, Capital Guardian Securities and First Allied Securities. Keith also served as the Senior Executive, National Sales Director of Wachovia Securities Financial Network (FINET, which was previously known as First Union Securities) where he was recruited to launch the first wirehouse independent broker dealer and Independent Business Owner network in 2002. While at FINET he led the company in recruiting in excess of 550 wirehouse advisors and generating $330 million in revenue in just under five years. Mr. Gregg is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts, and is a certified planned giving specialist. Keith holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. He is the former Chairman of the Wealth Advisor Institute and membership committee for the Investment Management Consulting Association. Mr. Gregg served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal duty while aboard Marine One.

Anthony brings exceptional business management and entrepreneurial acumen to Chalice Wealth Partners. Prior to founding Chalice Wealth Partners and Niagara International Capital, Anthony co-founded Essex Homes of WNY, Inc. and American Coastal Properties, a Southern California-based luxury real estate development company. He also assisted Wilson Farms, a subsidiary of Tops Friendly Markets, in a successful leveraged buyout. The company operated approximately 200 convenience stores before being sold to 7-Eleven in 2011. In 1994, at age 28, Anthony was elected to the New York State Senate and subsequently re-elected in 1996 and 1998. Widely respected for his strengths in fiscal policy, Anthony was also elected Comptroller for the City of Buffalo in 1999. In 2002, he was appointed Deputy Comptroller for the State of New York. Anthony is a member of Gen Next, a group dedicated to helping future generations in the areas of education, economic opportunity, and global security. He is a former member of the Clinton Global Initiative. A native of Niagara Falls, New York, Anthony graduated from Syracuse University in 1988 with dual degrees in Marketing, and Transportation and Distribution (Supply Chain) Management.

Derek Bruton is a Managing Partner and the Chief Operating Officer of Chalice Wealth Partners. He also serves as the President of Chalice Wealth Advisors (RIA) and Chalice Capital Management (Broker/Dealer). Derek brings a unique combination of RIA, RIA custodian, and B/D experience to the advisors he serves at CWP. A proven strategic and sales leader in the financial services industry for 28 years, Derek has served in executive positions with leading RIA custodians such as Charles Schwab, TD Ameritrade, and LPL Financial. He has led the recruiting of over 10,000 financial advisors in his career and has assisted with the strategy and growth of over 20,000 advisor businesses. Derek graduated from Stanford University and has completed executive business management coursework at Harvard University. He lives in San Diego, CA with his wife, Helen, and their two girls. Derek played collegiate basketball for Stanford and professional basketball in Japan. He has FINRA licenses 7,8, 24, and 63. He serves on the board of directors of the Invest in Others Charitable Foundation and is involved in other philanthropic efforts in the San Diego community.

Christopher brings experience and talents that range from technology strategy and development to operations to relationship management to Chalice Wealth Partners. Christopher has spent over 20 years at LPL Financial and Ameriprise in various technology and management roles. At LPL, he created a product management organization focused on conceptualization, construction, and commercialization of key advisor-facing technology capability domains with a particular focus on integrated business processes.

Stephanie brings over 12 years of corporate finance experience within financial services and B2B service businesses to Chalice Wealth Partners. She helped influence high profile initiatives from a finance perspective for LPL Financial and built out a shared services organization for a middle-market Private Equity firm that added immense value to the portfolio companies. Stephanie is a dynamic leader and passionate about providing thought leadership and financial analysis to drive bottom-line results.