APEX Investment Group

Gregory Norris is a CFP® professional with 24 years of industry experience. He is currently an advisor at Apex Investment Group, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Apex Investment Group provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, corporations, and charities. The firm employs a primarily long-term investment approach with flexibility for shorter-term trades, using both fundamental and technical analysis, and serves a broad client base with approximately $194.6 million in assets under management.

Joseph Bakaysa is a financial advisor with APEX Investment Group, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at The Patriot Financial Group and Securities America, among others. Outside of advising, he is a licensed insurance agent and serves as a Notary Public in Massachusetts. APEX Investment Group provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, corporations, and charities. The firm employs a primarily long-term investment approach supplemented by fundamental and technical analysis, managing approximately $195 million in assets across three advisors.

Pedro Silva is a financial advisor with APEX Investment Group and holds a Series 66 designation. He has 21 years of industry experience and has previously worked at Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, and LPL Financial. Outside of his advisory work, Silva is a musician involved in writing, performing, and recording music. APEX Investment Group provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, corporations, and charities. The firm employs a primarily long-term investment approach complemented by fundamental and technical analysis and serves a broad client base with approximately $194.6 million in assets under management.