As The Director of Talent Management, Willie is responsible for the training and development of everyone at RTD. To achieve this, he works with firm members at all levels to identify areas of growth, training opportunities, and ways to improve how the teams work together. This includes supporting a thriving team culture by nurturing, encouraging, […]
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®) […]
Christopher Vassallo is Vice President of Client Development and a Senior Wealth Advisor at RTD Financial. Chris ensures clients are partnered with the right advisor and that all advisors maintain the proper capacity to serve clients at their fullest potential. Chris specializes in working with physicians, business owners, young families, multi-generational wealth, and those nearing or in retirement. He helps clients prioritize their goals and values, organize their financial life, and create an […]
Jeff Weiand is Chairman and CEO of RTD Financial. In addition to this honored role, Jeff is passionate about understanding what is most important in the lives of his clients. Jeff’s greatest strength is listening and then tailoring advice to help clients make smart financial decisions – in essence, delivering a roadmap that inspires clients […]
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 […]
Jeff is a Senior Financial Planner at RTD Financial. He finds inspiration in helping clients discover what provides real meaning in their lives. Jeff works empathically encouraging couples to identify their differences and support each other’s aspirations. Jeff is thrilled to offer a decision-making environment fostering positive and measurable financial progress. Jeff graduated from […]
Rachel Moran is the Vice President of Personal Wealth Management and a Senior Wealth Advisor at RTD Financial. With a passion for providing comprehensive and unbiased advice, she is dedicated to helping her clients align their financial goals with their personal values. Specializing in working with pharmaceutical executives, Rachel has a deep expertise in the […]
Marc Labadie is the Executive Vice President at RTD Financial. In addition to overseeing RTD’s business lines and strategic initiatives, he works directly with the firm’s entity clients. Marc specializes in working primarily with regional, national and international nonprofit member organizations and their foundations or endowments. In this capacity, he brings his formal training and […]
Richard Durso is a shareholder at RTD Financial serving as President, Chief Financial Officer, and Senior Wealth Advisor. In his role as President, Rich leads a talented team of professionals dedicated to delivering exceptional client service and innovative financial solutions. A Philadelphia native and graduate of LaSalle College High School and St. Joseph’s University, Rich […]
Christina Alvarez is the Director of Client Services and a Senior Client Service Associate at RTD Financial. In her leadership role, she oversees and mentors the client service team, ensuring the delivery of prompt, personalized, and high-quality support. Christina also partners closely with the firm’s Financial Planners to fulfill client requests and uphold RTD’s commitment […]