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
Mind the Gap
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The Facts of Investing
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9.62% Risk-Free Return? Is that Possible?
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A Bitcoin For Your Thoughts
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What’s Past is Prologue
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What is Environmental, Social, and Governance (ESG) Integration?
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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 […]
A Roadmap Through the Presidential Election Uncertainty
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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 […]
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 […]