Jonathan J. Grebosky, CFA, CFP®
Associate
Areas of Expertise:
Portfolio management, investment research, financial planning
Favorite Pastimes:
Attending sporting events, road trips, vacations
Hometown:
Mars, Pennsylvania
Loves:
All things sports, trivia, a nice dessert, a crisp fall day
GC Tour of Duty:
2023 to present
Jonathan J. Grebosky, CFA, CFP®
Associate
Growing up, I was always drawn to helping others and initially planned to pursue a career in medicine. That path shifted after I discovered financial planning through a few books, which sparked a deep interest in wealth management and ultimately set me on a new professional trajectory.
In my role as an Associate, I support our advisors in the management of client relationships and assist with financial planning opportunities, portfolio management, and trading. I also contribute to our investment research activities, including manager due diligence, asset allocation research, and the development of capital market assumptions.
I earned a Bachelor’s degree in Finance from Concordia College and a Masters of Business Administration from Robert Morris University and hold the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNERⓇ professional designations. I reside in Mars with my wife, Brianna, and sons, Theo and Rhys.
Areas of Expertise:
Portfolio management, investment research, financial planning
Favorite Pastimes:
Attending sporting events, road trips, vacations
Hometown:
Mars, Pennsylvania
Loves:
All things sports, trivia, a nice dessert, a crisp fall day
GC Tour of Duty:
2023 to present
