Greg is the Chief Investment Officer at RTD Financial Advisors, Inc. He is the chair of the firm’s Investment Policy Committee and oversees the firm’s investment operations. He 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. He 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 and serving as a Captain in the U.S. Army.
Greg graduated from Bucknell University with a Bachelor of Science degree in Business Administration with a concentration in Accounting. He earned his MBA in Finance with High Honors from Rutgers University. Greg is a Chartered Alternative Investment Analyst charterholder 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. Greg and Melissa actively support and are involved in their children’s sports and various organizations in their community. In his free time, he has a wide range of interests that include spending time with his family, golf, soccer and swimming.
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 […]
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 […]