Jack Grella is currently the Principal of Metric Financial LLC

Mr. Grella is a registered principal in the financial services industry, with experience ranging from financial planning, leveraged day trading, public & private investment relations, registered private placement transactions, life insurance, Broker Dealer relations, supervision, sales, and operations.  His focus is on the implementation of industry regulations to establish effective controls for his representatives, B2B operations, and Private Placement Transactions he manages as a Broker Dealer. His experience in the industry has provided him with excellent knowledge of relevant rules, regulations, procedures, and an overall business approach to problem solving.  He has in-depth knowledge of alternative investments, asset management, mutual funds, variable annuities, marketing reviews, branch audits, suitability, and compliance.

Prior to joining Metric Financial as a Registered Representative and Fund Administrator in early 2021, Mr. Grella was the head of operations, book-keeping, and investor services at a Land Transaction & Renewable Energy company.  Under Mr. Grella’s operational supervision, the company successfully completed several transactions as an issuer between 2019 and 2021, raising over $40,000,000 and administratively supporting many more affiliated funds.  Mr. Grella decided to move to Metric Financial because he wanted to spread his expertise to more issuers.

Mr. Grella started his career after Boston College (2016) at Charles Schwab, where he excelled through all aspects of the Wealth Management & Active Investing business within 18 months, and became a registered Investment Consultant providing financial planning expertise to Schwab’s clients.  Charles Schwab hosted a competitive rotational program.  The rotations consisted of UHNW Customer Service & Operations, Active Day Trading, Financial Planning, Alternative Investments, and Wealth Management Sales.   After Charles Schwab, he worked with business development and financial planning consultations for high net worth individuals at Fidelity Investments for 10 months. During this time, he was also an intermediary for Alternative Investments held in accounts at Fidelity Investments in the Tri-State Area.

Mr. Grella enjoys skiing, mountain biking, hiking, and taking trips around the country with his family.  He has lived in Boston, Denver, Connecticut’s greater NYC area, along the east coast of Florida, and currently resides in Atlanta, GA.