David Christopher Grecsek
Analyst-Equity en Aspiriant LLC .
Perfil
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.
Cargos activos de David Christopher Grecsek
Empresas | Cargo | Inicio |
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Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Analyst-Equity | 01/01/2010 |
Antiguos cargos conocidos de David Christopher Grecsek.
Empresas | Cargo | Fin |
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Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formación de David Christopher Grecsek.
Rutgers State University of New Jersey | Masters Business Admin |
The College of New Jersey | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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