Greg Staub
Managing Partner, Chief Investment Officer at PSI Capital Management. Helping clients retire for over 35 years.
- Role
- Managing Partner, Chief Investment Officer at Psi Capital Management
- Location
- Hanover, PA, US
- LinkedIn followers
- 500 followers
About Greg Staub
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 g•••@visitpsionline.com or 71••••••23 or 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
Experience
Managing Partner, Chief Investment Officer
Jun 2018 — Present
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.
Education
Temple University
BA, Biology
1975 — 1979
Tulane University
Ph.D., Biology
1979 — 1983
Temple University
Bachelor of Science - BS, Biology/Biological Sciences, General
1975 — 1979
Skills
- Asset Allocation
- Mutual Funds
- Finance
- Fixed Income Portfolio Management
- Portfolio Management
- Investments
- Marketing
- Small Business
- Investment Management
- Strategic Planning
- Retirement
- 401k
- Asset Management
- Insurance Planning
- Securities
- Public Speaking
- Customer Service
- Investment Advisory
- Retirement Planning
- Retirement Plan Consulting
- Retirement Income Strategies
- Financial Planning
- Leadership
- Wealth Management
- Management
- Business Planning
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