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

Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years. at PSI Capital Management

Location: Hanover, Pennsylvania, United States 3 work roles 4 schools

1 work email found @visitpsionline.com LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

PSI Capital Management

Role

Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years.

Location

Hanover, Pennsylvania, United States

Who is Greg Staub, Ph.D., Cfa? Overview

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Quick answer

Greg Staub, Ph.D., Cfa is listed as Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years. at PSI Capital Management, based in Hanover, Pennsylvania, United States. AeroLeads shows a work email signal at visitpsionline.com and a matched LinkedIn profile for Greg Staub, Ph.D., Cfa.

Greg Staub, Ph.D., Cfa previously worked as Managing Partner, Chief Investment Officer at Psi Capital Management and President at Pilot Capital Management, Inc.. Greg Staub, Ph.D., Cfa holds Ph.D., Biology from Tulane University.

Company email context

Email format at PSI Capital Management

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{first}@visitpsionline.com

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AeroLeads found 1 current-domain work email signal for Greg Staub, Ph.D., Cfa. Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Retirement Planning, Financial Planning, 401K, Portfolio Management, and 22 others.

Current workplace

Greg Staub, Ph.D., Cfa's current company

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Psi Capital Management

Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years.

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Company profile

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3 roles

Greg Staub, Ph.D., Cfa work experience

A career timeline built from the work history available for this profile.

Managing Partner, Chief Investment Officer

Current

Psi Capital Management

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.

Jun 2018 - Present

President

Pilot Capital Management, Inc.

Pilot Capital Management, Inc. is an independent fee-only financial planning and investment management firm located in Hanover, PA

Nov 1991 - Jun 2018

Marketing Director

Bank Of Hanover & Trust Co.

Directed marketing efforts of local bank

Jan 1986 - Dec 1991

4 education records

Greg Staub, Ph.D., Cfa education

Ph.D., Biology

Tulane University

Ba, Biology

Temple University

Bachelor Of Science - Bs, Biology/Biological Sciences, General

Temple University

Education record

Delone Catholic

FAQ

Frequently asked questions about Greg Staub, Ph.D., Cfa

Quick answers generated from the profile data available on this page.

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 PSI Capital Management?

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

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

AeroLeads has found 1 work email signal at @visitpsionline.com for Greg Staub, Ph.D., Cfa at PSI Capital Management.

Where is Greg Staub, Ph.D., Cfa based?

Greg Staub, Ph.D., Cfa is based in Hanover, Pennsylvania, United States while working with PSI Capital Management.

What companies has Greg Staub, Ph.D., Cfa worked for?

Greg Staub, Ph.D., Cfa has worked for Psi Capital Management, Pilot Capital Management, Inc., and Bank Of Hanover & Trust Co..

How can I contact Greg Staub, Ph.D., Cfa?

You can use AeroLeads to view verified contact signals for Greg Staub, Ph.D., Cfa at PSI Capital Management, including work email, phone, and LinkedIn data when available.

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

Greg Staub, Ph.D., Cfa holds Ph.D., Biology from Tulane University.

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

Greg Staub, Ph.D., Cfa is listed with skills including Retirement Planning, Financial Planning, 401K, Portfolio Management, Wealth Management, Retirement, Investment Advisory, and Insurance Planning.

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