David Christopher Grecsek

David Christopher Grecsek

Analyst-Equity at Aspiriant LLC

Finance
Consumer Services

Profile

Mr. David C.
Grecsek, CFA MBA, is a Managing Director in Investment Strategy & Research & Partner at Aspiriant LLC.
Mr. Grecsek has been focusing on private client investment management since 1994.
At Aspiriant, he is heavily involved in the asset allocation, investment due diligence and portfolio construction efforts.
He also provides insights related to economic and/or market developments and regularly communicates the firm’s investment strategy to advisors, clients and media.
Additionally, he is a member of the Investment Committee and also leads several investment subcommittees for the firm.
Mr. Grecsek was a Senior Analyst at Deloitte Investment Advisors in 2003 focusing on multi-asset manager selection for separate accounts, mutual funds, and alternative investments.
He assumed Head of Investment Research in 2004, reporting to the Investment Policy Committee regarding capital market expectations, strategic and tactical asset allocation and tax-efficient manager sourcing for over three billion dollars in client assets.
He also supported the advisory practice with quarterly market updates and training on asset classes and various investment strategies.
His previous experience includes eight years with Merrill Lynch & Co., Inc. supporting one of the industry’s largest managed accounts platforms through various investment research and risk management roles.
He received a Finance M.B.A.
from The Graduate School of Management at Rutgers University and received a B.A.
in Liberal Arts from The College of New Jersey.
He has obtained the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and is a regular member of the CFA Institute, CAIA Association and the New York Society of Security Analysts.
Mr. Grecsek is also a member of the Private Wealth Management and Alternative Investment Committees for NYSSA.

David Christopher Grecsek active positions

CompaniesPositionStart
Analyst-Equity 01/01/2010
All active positions of David Christopher Grecsek

Former positions of David Christopher Grecsek

CompaniesPositionEnd
Corporate Officer/Principal -
Merrill Lynch & Co., Inc. Corporate Officer/Principal -
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Training of David Christopher Grecsek

Rutgers State University of New Jersey Masters Business Admin
The College of New Jersey Undergraduate Degree

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100 +

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5

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Linked companies

Private companies3

Finance

Finance

Merrill Lynch & Co., Inc.

Finance

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