Greg is the Chief Investment Officer at RTD Financial. He is chair of the firm’s Investment Policy Committee and oversees the firm’s investment operations. Greg is responsible for conducting the research and analysis required to build investment solutions that meet the needs of RTD’s clients. Previously, Greg was the firm’s Director of Investments.
Greg has worked in the financial advisory and investment management fields continuously since 1998. Prior to joining RTD, Greg worked as the Director of Investments at Pinnacle Financial Advisors where he was responsible for investment research, trading and client performance reporting. Additional experience includes working as a Director of Research and Managing Director at Ashbridge Investment Management where he oversaw the manager due diligence function and was a member of the portfolio management team of the firm’s hedged equity and alternatives funds of funds.
Greg is a lifelong resident of South Jersey, having graduated second in his class from Haddon Heights High School. Greg graduated from Bucknell University with a Bachelor of Science degree in Business Administration with a concentration in Accounting. He was also a Distinguished Military Scholar at Bucknell and was commissioned as an officer in the U.S. Army upon graduation, rising to the rank of Captain before moving to the private sector.
He earned his MBA in Finance with High Honors from Rutgers University. Greg is a Chartered Alternative Investment Analyst charter holder and a member of the CAIA Association. He has also earned the Accredited Investment Fiduciary professional designation, awarded by the Center for Fiduciary Studies.
Greg lives in Cherry Hill with his wife, Melissa, and two children. In his free time, he likes to spend time with his family and stay active with a variety of interests and sports.
Getting to know Greg
What do you enjoy most about working at RTD?
The best thing about working at RTD is the culture. No one is bigger than anyone else. Everyone is valued and respected. Every employee is trusted to do their job. Suggestions for improvements are always considered. Credit is always given to the appropriate person. Collaboration is encouraged and opinions matter. I believe the RTD culture creates a work environment that gets the best out of every employee.
What makes you good at what you do?
As the firm’s Chief Investment Officer, I believe my ability to remain calm, disciplined and focused during good times and bad serves our clients well. We have a well-defined and time-tested investment process that has benefited our clients over the years. I believe being able to tune out the noise and focus on the things I can control in that process is beneficial to our clients over the long term.
What’s the best piece of advice you’ve received?
Focus on the things you can control and don’t waste time on things you can’t. There’s a lot of things out of our control that can cause stress, worry and anxiety. By not getting caught up in things outside of your control, you’ll have more time and energy for the important things in life where you can make a positive impact.
What are your passions outside of work?
I like to spend my free time challenging myself. Whether it is home improvement projects, mental challenges like crossword puzzles or sports such as golf, tennis, cycling and basketball, I get great satisfaction from participating in and sometimes succeeding at difficult activities.
What did you want to be when you were growing up?
My grandfather was a huge influence of me when growing up. He was a retired Lieutenant Colonel in the U.S. Army and I spent a lot of weekends and school holidays with him at the military bases in and around Philadelphia. I wanted to be like him when I grew up and did. I went through ROTC at Bucknell University and was commissioned as an officer in the Army with my grandfather giving me my oath of office.
What’s the most exciting vacation you’ve taken?
My son and I are big fans of soccer, having played the game (he still plays in college). We both support teams from Manchester, England. Manchester United is my team and Manchester City is his. In December of 2019, we were able to travel to Manchester to watch a Manchester City game, tour both stadiums and spend time taking in all that the city has to offer. It was a wonderful trip, and we can’t wait to return someday.
Professional Designations & Memberships
Featured Articles
Mind the Gap
Mind the Gap The phrase “Mind the Gap” was first introduced in 1968 on the London Underground in the United Kingdom. It is an audible or visual warning phrase issued to rail passengers to take caution while crossing the spatial gap between the train doorway and the station platform edge. The warning is meant to […]
The Facts of Investing
For those of you old enough to remember the “Facts of Life” sitcom from the 1980s, you might remember part of the theme song that went: “You take the good, you take the bad, You take them both and there you have The facts of life, the facts of life” Well, if you replaced the […]
9.62% Risk-Free Return? Is that Possible?
With stocks and bonds declining in value during the first half of the year due to a myriad of concerns (not the least of which has been the highest inflation rate in nearly 40 years), I Bonds have caught the eye of investors due to their high current interest rate. However, with anything that receives […]
Diversification can feel disappointing
Read More »
A Bitcoin For Your Thoughts
The cryptocurrency market is a rapidly growing segment of the financial markets. From its beginning 13 years ago with the invention of Bitcoin, it has grown to over $2.5 trillion dollars in market cap and over 6,700 cryptocurrencies. While maybe even a couple of years ago it could be written off as a fad, as […]
What’s Past is Prologue
The title of this article is a quotation of William Shakespeare from his play The Tempest. The phrase means that history sets the context for the present. By knowing what has happened in the past, we can determine appropriate courses of action for the future. Recency bias sometimes gets in the way of using the […]
What is Environmental, Social, and Governance (ESG) Integration?
We are excited to announce the option of incorporating Environmental, Social, and Governance (ESG) focused investments into your existing investment program at RTD. Investors around the world are increasingly calling for greater alignment between their investments and their values, in conjunction with greater transparency about how and where their money is invested. This demand is […]
GameStonk!
By now you probably have heard about what has been happening with the trading in GameStop and other highly shorted companies. I missed it, what happened? Several “professional investors” believed GameStop was a bad investment. As such, they felt the price of its stock would fall as other investors realized it was a bad investment […]
When Doing Nothing is Something
Read More »
A Roadmap Through the Presidential Election Uncertainty
As we move ever closer to November 3rd, the 2020 presidential election is once again shaping up to be a polarizing event for our country. To top it off, the impacts of COVID-19 bring new challenges regarding the voting process and its integrity, due in part to an election that will involve the widespread use […]
Impact Investing
It’s not necessary to do extraordinary things to get extraordinary results.” – Warren Buffett Since RTD’s founding in 1983, we have been inspired over the years by the generous passion of so many individuals and corporations who have been striving to make this a world a better place, not just for today but for generations to […]
If All Your Friends Jumped Off a Bridge, Would You?
The recent market volatility has brought the subject of behavioral finance back into focus. There are biases inherent in the human mind that affect a person’s ability to make sound decisions, whether they are related to an investment portfolio or everyday life. Over the coming quarters, I’ll be looking at a number of these biases […]
Coronavirus Update
By now you know, on December 31, 2019, China reported a cluster of cases of pneumonia in people associated with the Huanan Seafood Wholesale Market in Wuhan, Hubei Province. A week later, Chinese health authorities confirmed that this cluster was associated with a novel coronavirus now identified as COVID-19. By January 30, 2020, a total […]
Will You Receive a Surprise Tax Bill in 2019?
2018 will not go down as a great year in the investment world, as the volatility of the fourth quarter brought stock market losses across all major asset classes. Despite this, many actively managed mutual funds distributed significant taxable capital gains in December. This is the result of significant gains that have been building in these funds […]