Gregory J. Young, CAIA®, AIF®, MBA

Director of Investments

Greg is the Director of Investments at RTD Financial Advisors. He is a member of the firm’s Investment Policy Committee and enjoys all of the analytical work that goes into building portfolios that meet the needs of RTD’s clients.  Greg has worked in the financial advisory and investment management fields continuously since 1998.  Prior to joining RTD, Greg 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 and serving as a Captain in the U.S. Army. 

Greg 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.  Greg is a Chartered Alternative Investment Analyst charterholder 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 lives in Cherry Hill with his wife, Melissa, and two children. Greg and Melissa actively support and are involved in their children’s sports and charitable events in support of Melissa’s work, the Multiple Sclerosis Association of America.  In his free time, he has a wide range of interests that include golf, woodworking and crossword puzzles.  Greg is also an avid soccer and Formula 1 fan.