PITTSBURGH–(BUSINESS WIRE)–Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce that, effective January 1st, 2022, Jeffrey Moyer, CFA, and Jared Zeigler, CFA, have both been promoted to Managing Directors at Greycourt.
Messrs. Moyer and Zeigler are seasoned members of Greycourt’s senior advisory team and have been ably serving Greycourt clients for over a decade. Both are voting members of the firm’s Investment Committee and have responsibility to lead or co-lead large client engagements as senior advisors. Their appointment to Greycourt’s management committee is a testament to their technical expertise, unwavering dedication to the firm’s clients, and Greycourt’s culture of attracting and developing leaders with exceptional talent.
“Jared’s and Jeff’s promotions are very well deserved. Their intense focus on seeking creative and practical solutions for sophisticated clients with complex investment needs has been a major factor in the firm’s success. I am proud to welcome them to Greycourt Management Committee,” said Matthew Litwin, Chief Executive Officer.
Mr. Moyer joined Greycourt in 2008 and is a specialist in providing sophisticated investment analysis for multigenerational family clients with complex account structures. Jeff has been a strong contributor to the firm’s private markets modeling systems as well as tactical asset allocation research. He is a CFA charter holder and holds an MBA with concentrations in Finance and Investment Strategy from Carnegie Mellon and a BS in Chemical Engineering from Pennsylvania State University.
Mr. Zeigler joined Greycourt in 2010 and specializes in complex investment modeling and tax-efficient investing techniques. Jared currently leads the firm’s team of associate advisors and has made meaningful contributions to the firm’s portfolio risk modeling systems. He is a CFA charter holder and holds an MBA in Finance from the University of Portland and a BS in Business Administration and Finance from Portland State University.
Founded in 1988, Greycourt provides investment advisory services to ultra-high net worth families, family offices, and select institutions from its two offices in Pittsburgh, Pennsylvania, and Portland, Oregon.
