Gregory
GREGORY A. BURD
Relationship Manager
Phone (724) 991-0821
gab@networth-advisors.com
Gregory works with individuals and families to create well-defined personal financial plans, create personalized investment strategies, and implement customized investment portfolios based on his clients’ unique needs, goals and objectives.
Before joining NetWorth Investment Advisors, Inc., Gregory was a Vice President and Relationship Manager with Fleet Bank’s Private Clients Group in Summit, New Jersey. He advised clients on wealth management issues such as asset allocation, alternative investments, business succession planning, insurance, estate planning and personal financial planning. Prior to joining Fleet Bank in 1999, Gregory spent eight years as a Trust Officer and Portfolio Manager with Mellon Private Asset Management in Pittsburgh, Pennsylvania.
Gregory received Bachelor of Science degrees in Psychology and Business from the University of Pittsburgh. He is enrolled in the Certified Financial Planner program. He currently serves as Treasurer on the Board of Directors of Big Brothers Big Sisters of Greater Pittsburgh.