![Greg Young](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Greg Young
Directeur en chef des Investissements chez
RTD Financial Advisors, Inc.
Profil
Mr. Gregory J.
Young is a Chief Investment Officer at RTD Financial Advisors, Inc. He is chair of the firm’s Investment Policy Committee and oversees the firm’s investment operations.
Mr. Young is responsible for conducting the research and analysis required to build investment solutions that meet the needs of RTD’s clients.
Previously, he was the firm’s Director of Investments.
Mr. Young worked in the financial advisory and investment management fields continuously since 1998.
Prior to joining RTD, he 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.
Mr. Young also worked as a Director of Research by Hanlon Investment Management, Inc., by Janney Montgomery Scott LLC, and a Captain by US Department of Defense (District of Columbia).
He graduated from Bucknell University with a Bachelor of Science degree in Business Administration with a concentration in Accounting.
He earned his MBA in Finance with High Honors from Rutgers University.
He 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.
Postes actifs de Greg Young
| Sociétés | Poste | Début |
|---|---|---|
RTD Financial Advisors, Inc.
 RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial develops solutions based on the client’s situation and unique needs. The firm’s investment philosophy is centered on broad diversification through asset allocation, focusing on the things they can control, like reducing fees, volatility and taxes. | Directeur en chef des Investissements | 01/03/2016 |
Anciens postes connus de Greg Young
| Sociétés | Poste | Fin |
|---|---|---|
Pinnacle Financial Advisors LLC
 Pinnacle Financial Advisors LLC Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | 01/02/2016 |
Hanlon Investment Management, Inc.
 Hanlon Investment Management, Inc. Investment ManagersFinance VestGen Investment Management manages clients’ portfolios in one or more investment models appropriate for the client. The firm primarily composes models consisting of mutual funds that are no-load or load-waived, ETFs, closed-end funds, individual securities, and where applicable, variable annuity and variable universal life sub-accounts. | Directeur de la Recherche - Actions | 30/04/2011 |
Ashbridge Investment Management LLC
 Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Directeur de la Recherche - Actions | 31/12/2009 |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Directeur de la Recherche - Actions | 31/12/2001 |
US Department of Defense (District of Columbia)
 US Department of Defense (District of Columbia) SovereignGovernment Operates and maintains defense departments | Corporate Officer/Principal | - |
Formation de Greg Young
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Hanlon Investment Management, Inc.
Hanlon Investment Management, Inc. Investment ManagersFinance VestGen Investment Management manages clients’ portfolios in one or more investment models appropriate for the client. The firm primarily composes models consisting of mutual funds that are no-load or load-waived, ETFs, closed-end funds, individual securities, and where applicable, variable annuity and variable universal life sub-accounts. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of Defense (District of Columbia)
US Department of Defense (District of Columbia) SovereignGovernment Operates and maintains defense departments | Government |
RTD Financial Advisors, Inc.
RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial develops solutions based on the client’s situation and unique needs. The firm’s investment philosophy is centered on broad diversification through asset allocation, focusing on the things they can control, like reducing fees, volatility and taxes. | Finance |
Pinnacle Financial Advisors LLC
Pinnacle Financial Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
