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, 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 and the overall day-to-day operations. Kevin is also tasked with managing the firm’s Cybersecurity Policy to ensure all data is safe […]
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 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 worked […]
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 is the Director of Client Services and a Client Service Associate at RTD Financial. Her role is to manage and train the client service department to ensure the team strives to provide prompt first-class service while also working closely with the Financial Planners to help meet all client requests and inquiries. Christina joined the […]