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 keep moving with a variety of sports and activities.
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 uncontrollable things, we’ll have more time and energy for the important things in life where we 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’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 such a wonderful trip and we can’t wait to return again someday.
Professional Designations & Memberships
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What is Environmental, Social, and Governance (ESG) Integration?
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