Greg Friedman is Chief Executive Officer and Managing Director of Greycourt and serves as chair of the firm’s management committee. He is also a member of Greycourt’s tactical asset allocation team and co-chairs Greycourt’s discretionary management investment committee (DMIC). Greg previously served as Greycourt’s Chief Investment Officer from 2002 to 2012.
Greg has developed a variety of tools and software programs actively used by the firm including after-tax asset allocation software, (a dynamic multi-factor model used in forecasting asset class returns) and a private equity waterfall model used to properly size private equity commitments. He is the author of several white papers, including his most recent “Quantifying the Value of Tax-Aware Decision Making”.
Prior to joining Greycourt in 2001, Greg 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 selection of traditional and alternative investment managers and ongoing tactical implementation of client portfolios. Prior to working with Windermere, Greg was Director of Investment Strategy at Mellon Private Capital Management where he managed $3 billion in client assets.
In 2018, Greg received a Best in Industry Award from the Family Wealth Alliance. Greg is a former board member of the Oregon Gymnastics Academy. He currently sits on the Board of Directors and serves as chair of the finance committee for Greater Than!, formerly the I Have a Dream Foundation (IHAD). Greater Than! 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.