Jeff Weiand
Directeur Général chez RTD Financial Advisors, Inc.
Profil
Mr. Jeffrey A.
Weiand is a Chairman, Chief Executive Officer & Senior Financial Planner at RTD Financial Advisors, Inc. Over the years, he has gained valuable, real-life experience by proactively observing decision making that has led to both favorable and, unfortunately, less than favorable outcomes.
Mr. Weiand joined the firm in 1985.
He has served on RTD’s Investment Policy Committee since 1990.
Responsibilities include establishing investment policy for the firm and determining the appropriate investment vehicles to be utilized.
His current focus also includes developing effective strategies to mitigate risk, navigate the preparation and transition to retirement, manage longevity challenges, and safeguarding cash flow needs.
He earned his Bachelor of Arts degree in Economics with a concentration in Finance from Rutgers University-New Brunswick.
Postes actifs de Jeff Weiand
| Sociétés | Poste | Début |
|---|---|---|
RTD Financial Advisors, Inc.
 RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial Advisors, Inc. (RTD Financial) is an independent registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Roy T. Diliberto in 1983. RTD Financial provides financial planning and/or asset management services to individuals, pension plans, profit sharing plans, charitable organizations, endowments, foundations, trusts and estates, corporations and other business entities. | Directeur Général | 01/07/2014 |
Formation de Jeff Weiand
| Rutgers University-New Brunswick | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
RTD Financial Advisors, Inc.
RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial Advisors, Inc. (RTD Financial) is an independent registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Roy T. Diliberto in 1983. RTD Financial provides financial planning and/or asset management services to individuals, pension plans, profit sharing plans, charitable organizations, endowments, foundations, trusts and estates, corporations and other business entities. | Finance |
