We have a passion for serving our clients with integrity.

Clients have access to our most senior team, seasoned by direct experience managing portfolios in all types of markets.

People spotlight
This Month — Ann Thivierge
Managing Director
I knew Greycourt for many years, and was always impressed by their wise approach to markets and investing, impeccable integrity, and high level of client service. In seeking a new chapter in my investment career - I am drawn to Greycourt by the firm's depth of manager research and market knowledge, it's partnership structure and investment-oriented culture, and the teams' laser focus on truly serving clients first.
Read Ann's Bio
Meet our amazing team, and find out why we love what we do.
Leadership
Meet Kristi

“I love the culture at Greycourt. Everyone is aligned towards a common purpose: serving our clients in a truly exceptional way and with absolute integrity. I enjoy the creativity and intellectual honesty of our team.”

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Kristi Combs
Director
Client Relations
Meet Chad

“I am fortunate to be employed by a firm that is comprised of experienced co-workers who are always willing to impart their vast institutional knowledge, acquired over multiple decades, to others. I believe Greycourt’s collaborative mindset—both internally and externally—differentiates us from many of our peers.”

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Chad Cribbs
Director
Senior Research Analyst
Meet Gregory

“Before launching Greycourt I managed a family office that was established in 1858. That long and distinguished legacy taught me what is important in managing wealth, and those core concepts – avoid conflicts, think long term, character matters – continue to guide Greycourt thirty years later.”

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Gregory Curtis
Managing Director
Chairman and Founder
Meet Chris

"Greycourt combines a client focused dedication and close knit camaraderie with a deeply experienced and talented investment culture that I’ve found engaging since my very first day here in 2007."

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Chris Fineburg
Director
Advisor
Meet Jim

"Alignment and Acumen: Joining Greycourt allowed me to sit on the same side of the table as my client at all times and serve them in concert with skilled investors and practitioners as my partners."

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Jim Foster
Managing Director
Chief Investment Officer
Meet Greg

"I have enjoyed each of my past 17 years at Greycourt. Every day I am surrounded by colleagues who are intensely curious, who are relentlessly driven to solve problems in clever and creative ways, and who, above all, place our clients’ interests first."

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Greg Friedman
Managing Director
Chief Executive Officer
Meet Brian

"It’s been great being part of Greycourt’s evolution over the years and to be surrounded by such talented people."

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Brian La Bore
Director
Senior Research Analyst
Meet Jamie

"Greycourt values each employee’s contributions. Nobody is above doing any level of work needed to deliver an optimal experience to our clients."

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Jamie Linhart
Director
Operations
Meet Matthew

“I’m proud to lead a team of fantastic analysts who are relentless in the pursuit of world-class investment ideas and the managers who bring them to life.”

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Matthew Litwin
Managing Director
Head of Manager Research
Meet David

“The past several years of my near twenty-year commitment to Greycourt have been particularly rewarding: observing the transition to the next generation of management, clearly committed to intellectual integrity, analytic rigor and an intense focus on the client.”

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David Lovejoy
Managing Director
Private Markets
Meet David

"As a recent Greycourt hire, I continue to be impressed with my colleagues’ intellectual honesty and collective accountability."

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David Morris
Director
Senior Research Analyst
Meet Jeff

"Greycourt embraces ingenuity, intellectual curiosity, and respectful debate amongst its employees. So while the foundation of our business is proven and durable, we also enjoy an entrepreneurial culture that would be more typical of a startup."

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Jeff Moyer
Director
Advisor
Meet Roy

“What I enjoy most about Greycourt is our work is important to our clients’ lives and I am surrounded by colleagues whom I not only respect professionally but admire personally. I knew early in my career that I was in the right place when the family office head for a Forbes 400 family told me he had always wanted an advisor who sat 100 percent on his side of the table”

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Roy Nichol
Managing Director
Advisor
Meet Gretchen

“I joined Greycourt hoping for opportunities to expand my current skillset and tackle new challenges. I was not let down. Every day presents new and challenging situations. Our team is very diverse which allows each of us to contribute and draw on others experience to create the best possible outcomes for our clients.”

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Gretchen Shoup
Managing Director
Chief Operating Officer
Meet Ann
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Ann Thivierge
Managing Director
Advisor
Meet Mark

"There is a unique combination of people at Greycourt with deep and diverse backgrounds. It creates a dynamic environment that brings together intellect and innovation for the benefit of our clients.”

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Mark Thomas
Managing Director
Investment Research
Meet Owen

"Our research process benefits from an experienced investment team that approaches opportunities with intellectual rigor, healthy skepticism, and a collaborative spirit that resists groupthink."

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Owen Zajdel
Director
Senior Research Analyst
Additional Biographies
Briana Azzardi
Administrative Assistant
Christina Watson
Office Manager
Chris Conti
Senior Client Account Administrator
Dana Schmitt
Manager, Corporate Administration
Dotti Sloan
Client Service Team Manager
Fritzy Ezzeddine
Client Account Administrator
Jared Zeigler
Senior Investment Analyst
Joe DiRenzo
Senior Performance Analyst
Joel Wingard
Performance Analyst
Johanna Matsui
Client Account Administrator
Josh Ruzbacki
Performance Analyst
Kelly Balint
Senior Performance Analyst
Kelly Dean
Performance Reporting Manager
Kristin Campbell
Senior Performance Analyst
Kyle Foster
Senior Investment Analyst
Laura Everroad
Marketing Coordinator & Office Manager
Lisa Thomas
Director of Administration
Luke Zahren
Operations Specialist
Mark Laskow
Managing Director
Matthew J. Sorokas
Performance Analyst
Melissa Baltish
Manager Research Coordinator
Nina Tipton
Performance Data Specialist
Ryan Keegan
Investment Analyst
Teresa Armel
Senior Investment Analyst