Gregory Young

Gregory J. Young, CAIA®, AIF®, MBA, ABFP™, is the Chief Investment Officer and a shareholder at RTD Financial in Philadelphia, where he leads the firm’s investment operations and chairs the Investment Committee. In this role, he is responsible for investment research, portfolio construction, and the development of tailored investment solutions for RTD’s diverse client base, overseeing both liquid markets and alternative investments.

Greg’s expertise spans portfolio management across a wide range of asset classes, with a focus on global equities, fixed income, alternatives, and ESG (Environmental, Social, and Governance) integration. He has also contributed to the incorporation of impact investing and behavioral finance principles in the firm’s strategies, helping clients align their investments with personal and organizational values.

With more than 25 years of investment management experience, Gregory previously served as Director of Investments at RTD Financial and Pinnacle Financial Advisors, and held director and portfolio management roles at Ashbridge Investment Management. He earned his BSBA in Accounting from Bucknell University and an MBA in Finance with High Honors from Rutgers University–Camden, complemented by Chartered Alternative Investment Analyst and Accredited Investment Fiduciary designations.