Jeff Weiand
Vorstandsvorsitzender bei RTD Financial Advisors, Inc.
Profil
Mr. Jeffrey A.
Weiand is a Chairman, Chief Executive Officer & Senior Financial Planner at RTD Financial Advisors, Inc. Over the years, he has gained valuable, real-life experience by proactively observing decision making that has led to both favorable and, unfortunately, less than favorable outcomes.
Mr. Weiand joined the firm in 1985.
He has served on RTD’s Investment Policy Committee since 1990.
Responsibilities include establishing investment policy for the firm and determining the appropriate investment vehicles to be utilized.
His current focus also includes developing effective strategies to mitigate risk, navigate the preparation and transition to retirement, manage longevity challenges, and safeguarding cash flow needs.
He earned his Bachelor of Arts degree in Economics with a concentration in Finance from Rutgers University-New Brunswick.
Aktive Positionen von Jeff Weiand
| Unternehmen | Position | Beginn |
|---|---|---|
RTD Financial Advisors, Inc.
 RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial Advisors, Inc. (RTD Financial) is an independent registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Roy T. Diliberto in 1983. RTD Financial provides financial planning and/or asset management services to individuals, pension plans, profit sharing plans, charitable organizations, endowments, foundations, trusts and estates, corporations and other business entities. | Vorstandsvorsitzender | 01.07.2014 |
Ausbildung von Jeff Weiand
| Rutgers University-New Brunswick | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
RTD Financial Advisors, Inc.
RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial Advisors, Inc. (RTD Financial) is an independent registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Roy T. Diliberto in 1983. RTD Financial provides financial planning and/or asset management services to individuals, pension plans, profit sharing plans, charitable organizations, endowments, foundations, trusts and estates, corporations and other business entities. | Finance |
