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Profil
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.
Postes actifs de David Christopher Grecsek
| Sociétés | Poste | Début |
|---|---|---|
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Analyst-Equity | 01/01/2010 |
Anciens postes connus de David Christopher Grecsek
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de David Christopher Grecsek
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
The College of New Jersey
 The College of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Finance |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
