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BIOGRAPHIES
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Analysis & Research
Home : About Greycourt : Analysis & Research
Chad Cribbs, Manager Research Analyst
Chad joined Greycourt in 2010 as an Investment Analyst based out of the Pittsburgh office. His previous work experience includes serving as an Investment Product Manager for PNC Bank's Common and Collective Trust Funds. Prior to PNC, Chad worked as an Equity Trader for Glenview Capital Management. Chad holds an MBA with a concentration in Finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business and a BS in Finance from Pennsylvania State University.
Kyle Foster, Senior Investment Analyst
Kyle is a Senior Investment Analyst based out of the Minneapolis office, and joined Greycourt in the Spring of 2008. He focuses on the execution of client needs, manager evaluations, and portfolio review & monitoring. Prior to joining Greycourt, Kyle was as an Associate Consultant with CTC Consulting, where he had 5+ years experience working in the High Net Worth client services field. Kyle graduated from Oregon State University in 2002, where he holds a BS in Business Administration, with a focus on Finance.
Kathy Goliat, CPA, Senior Manager Research Analyst
Kathy is a Senior Manager Research Analyst in the Pittsburgh based Manager Research team and works in conjunction with the Manager Research team in Portland. Previously, she was an Investment Analyst and Client Account Administrator at Greycourt. Prior to joining Greycourt in 1999, she was an Accounting Department Manager and Internal Auditor at Westinghouse Electric Corporation. Kathy holds a BA and an MBA from the University of Pittsburgh.
Stephanie Halpern, Senior Manager Research Analyst
Prior to joining Greycourt in 2007, Stephanie received a Masters of Business Administration at Carnegie Mellon University's Tepper School of Business. Prior to business school, Stephanie was an Investment Performance Analyst at Cambridge Associates, LLC in Arlington, Virginia. Stephanie received her Bachelor of Science in Business and Economics from Lehigh University.
Brian LaBore, Director 
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.
Jeff Moyer , Senior Investment Analyst
Jeff is a Senior Investment Analyst specializing in relative valuation research and analysis. He joined Greycourt in 2008, while finishing his Masters degree. Previously, he was employed as an Account Manager in the automotive industry, supplying a number of major automotive manufacturers. He holds an MBA with concentrations in Finance and Investment Strategy from Carnegie Mellon’s Tepper School of Business as well as a BS in Chemical Engineering from The Pennsylvania State University. Jeff passed Level 3 of the CFA Exam in June 2010.
Jared Zeigler, CFA, Senior Investment Analyst
Jared joined Greycourt as a Senior Investment Analyst in 2010. He works closely with Greycourt’s Advisors analyzing and managing client investment accounts, and performing manager research. His experience includes more than five years as a Senior Associate at Columbia Financial Advisors, Inc. where he performed private equity valuations and appraised venture capital opportunities; and three years as an Associate at Pearson Financial Group. Jared is a CFA Charterholder and holds an MBA, Finance from the University of Portland, and a BS, Business Administration & Finance from Portland State University. |
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