Greg Staub, Ph.D., Cfa

Greg Staub, Ph.D., Cfa Email and Phone Number

Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years. @ PSI Capital Management
Greg Staub, Ph.D., Cfa's Location
Hanover, Pennsylvania, United States, United States
Greg Staub, Ph.D., Cfa's Contact Details

Greg Staub, Ph.D., Cfa personal email

n/a
About Greg Staub, Ph.D., Cfa

Fee-only financial planner and investment advisor with broad experience in helping individual investors develop sound financial plans. I work with individuals to design diversified investment portfolios that are based on their needs and risk tolerances. I also work with businesses to develop retirement plans that help employees prepare for retirement and help the plan sponsor (employer) meet its fiduciary responsibilities. Reach out to Greg at greg@visitpsionline.com or 717- 207-7123 or www.visitpsionline.com Specialties: Retirement Planning, Portfolio Design and Management, Corporate Retirement Plan Design and Implementation, College Planning, Financial Planning, Fiduciary Review of Retirement Plans, 401(k) Portfolio Reviews

Greg Staub, Ph.D., Cfa's Current Company Details
PSI Capital Management

Psi Capital Management

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Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years.
Greg Staub, Ph.D., Cfa Work Experience Details
  • Psi Capital Management
    Managing Partner, Chief Investment Officer
    Psi Capital Management Jun 2018 - Present
    Lancaster , Pa, Us
    Fee-only financial planner and investment advisor with broad experience in helping individual investors develop sound financial plans. I work with individuals to design diversified investment portfolios that are based on their needs and risk tolerances. I also work with businesses to develop retirement plans that help employees prepare for retirement and help the plan sponsor (employer) meet its fiduciary responsibilities.
    View
  • Pilot Capital Management, Inc.
    President
    Pilot Capital Management, Inc. Nov 1991 - Jun 2018
    Pilot Capital Management, Inc. is an independent fee-only financial planning and investment management firm located in Hanover, PA
  • Bank Of Hanover & Trust Co.
    Marketing Director
    Bank Of Hanover & Trust Co. Jan 1986 - Dec 1991
    Directed marketing efforts of local bank

Greg Staub, Ph.D., Cfa Skills

Retirement Planning Financial Planning 401k Portfolio Management Wealth Management Retirement Investment Advisory Insurance Planning Retirement Income Strategies Asset Management Investments Asset Allocation Securities Mutual Funds Finance Investment Management Customer Service Management Strategic Planning Marketing Leadership Small Business Business Planning Public Speaking Retirement Plan Consulting Fixed Income Portfolio Management

Greg Staub, Ph.D., Cfa Education Details

  • Tulane University
    Tulane University
    Biology
  • Temple University
    Temple University
    Biology
  • Temple University
    Temple University
    General
  • Delone Catholic
    Delone Catholic

Frequently Asked Questions about Greg Staub, Ph.D., Cfa

What company does Greg Staub, Ph.D., Cfa work for?

Greg Staub, Ph.D., Cfa works for Psi Capital Management

What is Greg Staub, Ph.D., Cfa's role at the current company?

Greg Staub, Ph.D., Cfa's current role is Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years..

What is Greg Staub, Ph.D., Cfa's email address?

Greg Staub, Ph.D., Cfa's email address is gr****@****ast.net

What schools did Greg Staub, Ph.D., Cfa attend?

Greg Staub, Ph.D., Cfa attended Tulane University, Temple University, Temple University, Delone Catholic.

What are some of Greg Staub, Ph.D., Cfa's interests?

Greg Staub, Ph.D., Cfa has interest in Marketing Technology, Marketing, Photography, Golf, Financial Planning, Investment Management, Fishing.

What skills is Greg Staub, Ph.D., Cfa known for?

Greg Staub, Ph.D., Cfa has skills like Retirement Planning, Financial Planning, 401k, Portfolio Management, Wealth Management, Retirement, Investment Advisory, Insurance Planning, Retirement Income Strategies, Asset Management, Investments, Asset Allocation.

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