Greg Young
Chief Investment Officer at RTD Financial Advisors, Inc.
Profile
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.
Greg Young active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Investment Officer | 01/03/2016 |
Former positions of Greg Young
| Companies | Position | End |
|---|---|---|
Pinnacle Financial Advisors LLC
 Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | Chief Investment Officer | 01/02/2016 |
Hanlon Investment Management, Inc.
 Hanlon Investment Management, Inc. Investment ManagersFinance Hanlon Investment Management, Inc. (Hanlon) is an independent, SEC-registered investment advisor headquartered in Egg Harbor Township, New Jersey. The firm was founded by Sean Hanlon in 1999. Hanlon provides investment advisory and investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director of Research - Equity | 30/04/2011 |
Ashbridge Investment Management LLC
 Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Director of Research - Equity | 31/12/2009 |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Director of Research - Equity | 31/12/2001 |
| US Department of Defense (District of Columbia) | Corporate Officer/Principal | - |
Training of Greg Young
| Bucknell University | Undergraduate Degree |
| Rutgers State University of New Jersey | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Hanlon Investment Management, Inc.
Hanlon Investment Management, Inc. Investment ManagersFinance Hanlon Investment Management, Inc. (Hanlon) is an independent, SEC-registered investment advisor headquartered in Egg Harbor Township, New Jersey. The firm was founded by Sean Hanlon in 1999. Hanlon provides investment advisory and investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Finance |
| US Department of Defense (District of Columbia) | Government |
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 |
Pinnacle Financial Advisors LLC
Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | Finance |
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