Gregory J. Young, CAIA®, AIF®, MBA

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.