Greg Friedman is Chairman and Managing Director of Greycourt and previously served as Greycourt’s Chief Investment Officer from 2002 to 2012 and as Greycourt’s Chief Executive Officer from 2012 to 2021.
Greg has developed a variety of tools and software programs many still 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 also the author of several white papers.
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 chairman of the board of the Oregon Gymnastics Academy. He formerly was a member of the Board of Directors and served 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.