Management + Senior Team

Gregory Curtis is the chairman and founder of Greycourt & Co., Inc., an open-architecture wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Greg served for many years as president of a family office for a branch of the Mellon family and as president of the Laurel Foundation. Greg is the author of Creative Capital (2004) and The Stewardship of Wealth (2012), and he is also the author of numerous white papers on a variety of investment topics. Greg writes a blog for The Alliance Report.

Over the years Greg has served on many investment committees for family and institutional investors. He currently serves on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John’s College, United Educators Insurance Co., and Winchester Thurston School, among others. Greg currently chairs the board of directors of The Pittsburgh Foundation (the community foundation for the Pittsburgh region); is a member of the board of directors of United Educators Insurance Co.; is a past chair of the board of St. John’s College (Annapolis and Santa Fe) and past chair of the board of The Investment Fund for Foundations; and he has chaired or served on the boards of many other investment, educational, and cultural organizations.

In addition to founding Greycourt and co-founding The Investment Fund for Foundations, Greg is the founder and CEO of Moneybags LLC, the developer of the Moneybags© financial app.

Greg holds a BA degree from Dartmouth College, a JD degree from Harvard Law School, and he is a graduate of The Endowment Institute at Harvard Business School. He also holds an honorary BA degree from St. John’s College.

Greg can be reached at 412-361-0100, via email at gcurtis@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232.

Greg is the Chief Executive Officer of Greycourt, and also serves as a managing director and member of the management committee. Prior to joining Greycourt in 2001, he was a principal at Windermere Investment Associates, where he advised high net worth families regarding the construction of tax-efficient portfolios, the development of complex multi-generational investment policies, the evaluation and selection of traditional and alternative investment managers and ongoing tactical implementation of client portfolios. Greg has developed tax and estate planning capabilities specifically for after-tax asset allocation software, and he has created a dynamic multi-factor model for forecasting long-term asset class return assumptions.

Prior to working with Windermere, Greg was Director of Investment Strategy at Mellon Private Capital Management where he managed $3 billion in client assets.

He is a graduate of Northwestern University and the Fuqua School of Business at Duke University. Greg sits on the Board of Directors for the I Have a Dream Foundation. The I Have a Dream Foundation (IHAD) works to ensure that all children have the opportunity to pursue higher education and to fully capitalize on their talents, aspirations, and leadership to have fulfilling careers and create a better world.

Greg may be reached directly at 503-226-0470, via email at gfriedman@greycourt.com, or at Greycourt & Co., Inc., 720 SW Washington Street, Suite 640, Portland, OR 97205.

Jim Foster is the Chief Investment Officer at Greycourt and also serves as a managing director and a member of the management committee. As Chief Investment Officer, Jim leads the Greycourt Investment Committee to determine the firm’s capital markets views and overall investment philosophy. In addition to his duties as chief investment officer, he advises wealthy families and institutional clients on strategic and tactical asset allocation and investment strategy as a member of Greycourt’s advisor team.

Prior to joining Greycourt, Jim was Executive Vice President and Head of Distribution for Schroders Investment Management North America in New York. Prior to Schroder’s, he was a senior vice president with Mellon Financial Corporation working across investment management and consulting. He developed and led Mellon’s Integrated Financial Solutions efforts, advising clients on asset-liability matters, asset allocation, manager structure and selection, performance analysis, and specific fiduciary and investment issues associated with concentrated securities positions. He also helped develop simulation models based on investor preferences and regulatory constraints for dynamic decision making. Prior to joining Mellon, Jim was a vice president with J.P. Morgan where he helped establish the mortgage-backed securities department and traded and made markets in mortgage-backed securities. He managed the analytics group that evaluated complex mortgage and mortgage-derivative securities. While at Morgan, he worked in Global Derivatives in the Equity Derivatives Group and was responsible for private structures created primarily for U.S. pension accounts and investment managers.

Jim has taught fixed-income securities markets, valuation, and portfolio management techniques as an Adjunct Assistant Professor of Finance in the Stern School of Business at New York University. Jim is a graduate of the University of Michigan and Carnegie-Mellon University.

Jim can be reached at 412-361-0100, via email at jfoster@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232.

Mark is a managing director at Greycourt. Prior to joining Greycourt, Mark was Vice President and a director of The Hillman Company, where he managed investments in energy and international private equity and was involved in many aspects of the private equity program. Mark has significant experience in a variety of wealth management issues affecting wealthy families, including family office management, family dynamics, tax and estate planning, issues associated with closely held and public companies, and the design and execution of private equity strategies via direct investments and investment partnerships.

He is a graduate of the University of Pennsylvania and the University of Pittsburgh School of Law.

Mark is President of the Carnegie Hero Fund Commission, Chair of the Shadyside Hospital Foundation, Vice Chair of the University of Pittsburgh Medical Center and will serve as a rotating member on the 2013 Carnegie Medal of Philanthropy selection committee.

Mark may be reached at 412-361-0100, via email at mlaskow@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232.

David Lovejoy is the Chief Compliance Officer of Greycourt, and a managing director. He has extensive domestic and international corporate leadership experience in financial services and a proven record in corporate development and strategy, corporate restructuring and starting companies. Prior to joining Greycourt, David was Vice Chairman at Mellon Bank Corporation, where he was responsible for corporate development and strategy. While a member of the Office of the Chairman at Mellon, David focused on all issues relating to the corporation’s strategic direction, development and growth. He was accountable for determining and executing the organization’s M&A strategy and the performance of a wide range of the corporation’s businesses. Prior to joining Mellon, David was the Vice Chairman of Security Pacific Corporation.

David holds a BS degree and a MBA degree from the University of Southern California.

He is currently a director of First Internet Bank of Indiana, has served as a director of the Los Angeles Branch of the 12th District Federal Reserve Bank, and was a director of Phelps Dodge Corporation. David is also a past chairman of the Board of Family House.

David may be reached at 412-361-0100, via email at dlovejoy@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232.

Roy Nichol is a managing director at Greycourt. As a senior member of Greycourt’s advisor team, he advises wealthy families and institutional clients on strategic and tactical asset allocation and investment strategy. He oversees Greycourt’s southwest office in Houston.

Roy is formerly a managing director in The Private Bank of JPMorgan Chase where he worked with ultra affluent individuals and private foundations. He was named by Worth magazine in 2002 as one of the top financial advisers in the US. He has extensive experience in providing clients strategic advice on overall investment direction, risk mitigation and insuring asset allocations are consistent with tax-and-estate-planning considerations.

Roy’s community activities include that of past board chairman of Holocaust Museum Houston, and participation on the advisory boards of The Memorial Hermann Foundation, The Junior League of Houston, and St. Luke’s United Methodist Church.

Roy is a Chartered Financial Analyst (CFA) charter holder and is a member of the Houston Society of Financial Analysts. He holds a BA in economics from Baylor University.

Roy may be reached directly at 713-237-0099, via email at rnichol@greycourt.com, or at Greycourt & Co., Inc., 808 Travis Street, Suite 914, Houston, TX 77002.

Matthew Litwin is a managing director at Greycourt and is responsible for all of Greycourt’s manager research efforts, including traditional, long-only managers and alternative asset managers including hedge funds, private equity, real estate and real assets. In this capacity, Matt manages a dedicated team of research analysts and works closely with the firm’s advisors to identify and evaluate best-in-class investors for the benefit of Greycourt clients.

Matt originally joined Greycourt’s Portland, Oregon office to run alternative asset research before being promoted to head of research. Matt’s career began on the sell-side as an equity research analyst at Goldman Sachs, having joined the firm shortly after graduation from college. He was promoted to associate analyst after a year at the firm, and had sole coverage of several retailing sectors. Following the firm’s IPO, he left with the managing director who ran his group to start Uncommon Goods, a specialty retailer that sells its products via catalog and the web. After helping to establish the operations side of that business, Matt began a career on the buy-side, initially as an analyst covering consumer and retailing companies for Andor Capital Management, a large equity long/short hedge fund based in Manhattan, and later at Viking Global Investors in Greenwich, CT, also a long/short hedge fund. After his first two years at Viking, Matt was given the responsibility of solely managing a consumer sector portfolio for Viking.

Matt graduated from Yale University with a B.A. in geology and geophysics, where he was a National Science Scholar and a varsity coxswain for the school’s heavyweight crew team. Matt serves as a trustee for the French American International School.

Gretchen Shoup is Greycourt’s Chief Operating Officer (COO) and a managing director. As COO, she is responsible for overseeing Greycourt’s daily operational activities including technology, client service, performance reporting, office administration and human resources. She works closely with Greycourt’s management committee regarding the firm’s financials, day-to-day operations and overall strategic planning.

Gretchen joined Greycourt in 2005 and has 20 years of experience in the financial services industry. Prior to Greycourt, she was an assistant vice president at Federated Investors, a multi-billion dollar financial services company in Pittsburgh.

Gretchen holds a BS in accounting from Indiana University of Pennsylvania, where she is a member of the Business Advisory Council for the Eberly College of Business and Information Technology.

Gretchen may be reached at 412-361-0100, via email at gshoup@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232.

Kristi Combs is a director in Greycourt’s Portland office and is responsible for business development and marketing efforts. Kristi focuses on building new client relationships and partnering with Greycourt professionals to help new clients transition to Greycourt.

Kristi has 20 years of industry experience and twelve years of expertise in the family office marketplace. Prior to joining Greycourt, she spent five years with CTC Consulting as their director of marketing, overseeing CTC’s business development and marketing strategy. Prior to CTC, Kristi spent five years with Schwab Institutional as a relationship manager and business development officer for investment advisors and family offices. Before Schwab, she was with SunAmerica in their broker/dealer division, working with independent financial advisors. Kristi began her career in 1993 in the investment services group of BISYS, Inc., a business solutions provider to financial institutions.

Kristi received a BA in finance from Miami University of Ohio in 1993. She is a member of the Board of Directors of the Portland Alternative Investment Association (PAIA) and is active in the CFA Society of Portland. In her spare time, Kristi is a volunteer with Hands on Portland, a community organization that matches individuals with a wide range of volunteer opportunities.

Kristi may be reached directly at 503-797-6411, via email at kcombs@greycourt.com, or at Greycourt & Co., Inc., 720 SW Washington Street, Suite 640, Portland, OR 97205.

Christopher Fineburg is a director at Greycourt and a member of the advisor team serving client relationships, and he also is the co-portfolio manager of the Greycourt Partners Fund and a member of Greycourt’s tactical asset allocation committee.

Prior joining Greycourt, Chris was a principal at Calibrated Asset Management (CAM), where his responsibilities included researching and developing market neutral and equity arbitrage strategies along with tax-efficient overlay models. Prior to CAM, he was employed by Delaware Investments, as an assistant vice president with responsibility for institutional clients in the northeast and midwest. Chris began his career working for a family office as an analyst on the acquisition team, focusing on distressed mortgage companies and underlying loan portfolios.

Chris is a Chartered Financial Analyst (CFA) charter holder and member of the Pittsburgh Society of Financial Analysts. He holds a BS in finance from the Florida State University and an MBA with concentrations in finance and investment management from Carnegie Mellon’s Tepper School of Business.

Chris may be reached directly at 412-361-0100, via email at cfineburg@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232.

Brian LaBore is a director at Greycourt and responsible for researching traditional investment managers. Prior to joining Greycourt in 2004, Brian worked at CTC Consulting, where he spent two years as a research analyst. There he was a resource for consultants, with a particular emphasis on investment performance measurement and small cap manager research. Prior to CTC Consulting, he worked at Windermere Investment Associates as a member of the alternative asset team and at Salomon Smith Barney as an analyst in the Consulting Group division.

Brian has a BS in finance from Portland State University.

Thomas Moore is a director in the Pittsburgh office and a member of the advisor team. Tom is an attorney with a background in trust, estate, and charitable planning. Prior to joining Greycourt, Tom managed a specialized practice in Morgan Stanley’s Pittsburgh office where he advised individuals, family offices and charitable organizations. At Morgan Stanley, he assisted clients with the development of investment policy statements, asset allocation, and manager selection. Prior to Morgan Stanley, Tom was a senior vice president with PNC Advisors. He served in various positions in trust and private banking during his 21 years there. Tom helped to develop PNC’s first integrated private banking office, The PNC Financial Service Center. Prior to PNC, Tom held positions as a fund raiser at Carnegie Mellon University and as a staff attorney at the Episcopal Diocese of Pittsburgh.

Tom is a graduate of Kenyon College, Ohio Northern University’s Pettit College of Law, and Carnegie Mellon University’s Heinz School.

Tom has served on the adjunct faculty of the Heinz School at Carnegie Mellon University as well as a variety of boards including Kenyon College, The Episcopal Diocese of Pittsburgh, Trinity Cathedral of Pittsburgh, Gateway to the Arts, The Carnegie Mellon University Alumni Executive Board, The Heinz School Alumni Executive Board, The Pittsburgh Recovery Center, Calliope (The Pittsburgh Folk Music Society) and the Circles Board of the Pittsburgh Cultural Trust.

Tom may be reached at 412-361-0100, via email at tmoore@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232

Liz joined Greycourt in 2002. As Director of Investment Services, she is responsible for managing the daily operations of the Client Service Group. Liz has an extensive background in financial services operations including custody and account structure. Prior to joining Greycourt, Liz was the Director of Operations for Allegheny Financial Group and has held various other positions in financial services since 1986.

Liz has a BA degree in management, with a concentration in finance from Seton Hill University.

Liz may be reached at 412-361-0100, via email at ejones@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232