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 Director of Operations, Kevin works with other RTD Financial employees to ensure all processes are as efficient and effective as possible. His responsibilities include managing the firm’s Compliance Program, billing, data cleanup, completing ad-hoc projects, and researching and implementing various software. Kevin is tasked with managing the firm’s Cybersecurity Policy […]
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 […]
G Greg is the Chief Investment Officer at RTD Financial. He is chair of the firm’s Investment 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 […]
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’ […]