Greycourt is an independent investment advisory firm.

Consulting

Greycourt

Greycourt's headquarters in Pittsburgh, PA, United States

Matthew Litwin

David C. Wells

Jamie Linhart

Brian La Bore

Owen Zajdel

Jeff Moyer

David Lovejoy

Gretchen Shoup

Mark Thomas

Jill Grenda

Matthew Pagnotta

Jeffrey Steiner

Ryan Keegan

Megan Guidry

Jackson Lewis

The Leadership Team at Greycourt is responsible for setting the strategic direction and overseeing the firm’s investment advisory operations. Composed of experienced professionals, including Managing Directors and executives in key roles such as COO, CIO, and CCO, the team collaborates to enhance investment strategies, manage client relationships, and drive overall firm growth while ensuring adherence to industry regulations and standards.

Leadership Team

The Client Services Team at Greycourt is dedicated to delivering exceptional support and communication to clients, ensuring their needs are met throughout the investment process. This team manages client accounts, addresses inquiries, and coordinates administrative tasks, all while maintaining a focus on enhancing client relationships and satisfaction. Through their expertise and diligence, they play a vital role in upholding Greycourt's commitment to personalized service and investment excellence.

Client Services Team

The Performance Analysis Team at Greycourt is responsible for evaluating and reporting on investment performance metrics to ensure optimal portfolio management. They analyze data to identify trends, assess risk, and provide insights that support strategic decision-making for clients. Through detailed performance attribution and reporting, the team enhances transparency and accountability in investment operations.

Performance Analysis Team

This department provides financial guidance and analysis to help clients make informed investment decisions.

Investment Advisory

This department oversees research initiatives and manages project execution to ensure effective operations.

Research Operations

This department oversees the strategic direction and overall management of the organization.

Greycourt

Org chart

Board & advisors

Teams

Leadership Team

Client Services Team

Performance Analysis Team

Investment Advisory

Research Operations

Executive Leadership

Offices

Greycourt

Org chart

Board & advisors

Teams

Leadership Team

Client Services Team

Performance Analysis Team

Investment Advisory

Research Operations

Executive Leadership

Offices

Related companies