As an Associate Investment Research Analyst, Peyton’s primary responsibilities include conducting investment research and analysis, performing fiduciary monitoring of funds, and assisting with the management of client portfolios. Before joining RTD, Peyton accumulated 13 months of experience as a Private Equity Fund Accountant at SEI Investments, where he was responsible for portfolio accounting and financial […]
As Chief Compliance Officer and Chief Operating Officer at RTD Financial, Kevin Cremi oversees the firm’s Compliance Program and manages day-to-day operations to ensure processes are both efficient and effective. He also leads the firm’s Cybersecurity Policy, safeguarding sensitive data and maintaining information security best practices. Kevin holds the Investment Advisor Certified Compliance Professional (IACCP®) […]
As Associate Retirement Plan Consultant, Maryellen enjoys working directly with plan sponsors, participants, and partners to develop an intimate understanding of a company’s individual Retirement Plan needs. Maryellen is involved from the beginning of the set-up process and works closely with all parties on an ongoing basis, ensuring a smooth experience and consistent service. Maryellen […]
Greg is a shareholder at RTD and serves as the firm’s Chief Investment Officer. He brings more than 25 years of professional experience in investment management to his role. Greg is the chair of the firm’s Investment Committee and oversees the firm’s investment operations. He is responsible for conducting the research and analysis required to […]
Sarah Levine is a Creative Project Specialist who works with other RTD employees to complete various creative and fun projects. Sarah brings a wealth of experience and skills to the position, such as following closely various administrative style tasks. Prior to joining RTD, she spent seven years at PNC Bank, where she sharpened her general […]
Rutuja is a Portfolio Manager at RTD Financial. Her primary role is to assist with investment management and investment operations. Her responsibilities include trading, analyzing, and rebalancing portfolios. Prior to joining RTD in October 2017, she worked as an Operations Specialists at U.S. Fiduciary Services, Inc. where she was responsible for pension payments for clients’ […]