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 — Mark Thomas
Chief Investment Officer and Managing Director
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.
Read Mark's Bio
Meet our amazing team, and find out why we love what we do.
Senior Team Members
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
Managing 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
Research
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
Chairman Emeritus and Managing Director
Advisory
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
Advisory
Meet Greg

"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
Chairman and Managing Director
Advisory
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
Research
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
Chief Executive Officer and Managing Director
Research and Advisory
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
Research
Meet David

"I continue to be impressed with my colleagues’ intellectual honesty and collective accountability."

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David Morris
Head of Manager Research and Managing Director
Research
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
Advisory
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
Chief Operating Officer and Managing Director
Operations
Meet Mark
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Mark Thomas
Chief Investment Officer and Managing Director
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
Research
Meet Jared

"Greycourt’s unwavering commitment to conflict-free advice is one of the most impressive things I’ve observed in the nearly decade I have been with the company. No conflicts truly means no conflicts and it is deeply embedded in our culture."

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Jared Zeigler
Director
Advisory
Additional Team Members
Briana Azzardi
Manager Research Coordinator
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
Jake Trainor
Performance Reconciliation Specialist
Jeffrey Steiner
Associate Advisor
Jessica Lattanzio
Client Account Administrator
Joe DiRenzo
Associate Advisor
Joel Wingard
Senior Performance Analyst
Johanna Matsui
Senior Client Account Administrator
Keith Forsman
Performance Analyst
Kelly Dean
Performance Reporting Manager
Kristin Campbell
Senior Performance Analyst
Laura Everroad
Marketing Coordinator & Office Manager
Lisa Thomas
Director of Administration
Luke Zahren
Operations Specialist
Marissa Lakovic
Performance Analyst
Matthew J. Sorokas
Senior Performance Analyst
Matthew Pagnotta
Associate Advisor
Megan Guidry
Associate Advisor
Melissa Baltish
Manager Research Analyst
Nikki Huber
Client Account Administrator
Ryan Keegan
Senior Associate Advisor
Sean Copus
Senior Associate Advisor
Selina Burnette
Administrative Assistant
Tyler Crawley
Performance Analyst
Wesley Wise
Performance Operations Analyst
William Kerr
Investment Research Analyst