Get to know us!
Donald Gross, Jr., CFA
I first became attracted to the world of finance and investments during my Intro to Finance class at Lehigh University. I saw a field of endeavor that was intellectually stimulating and always changing. Even after being in the investment business for 30 years, I still learn something new every day.
Once I entered the investment field I realized how much bad advice there is out in the marketplace, whether it be from mass-market magazines or large brokerage houses. Time and time again I saw advice that was incorrect, unsupported or that favored the advisor over the client. I decided I could do things differently.
I founded Gross Investments in 1988 as both an investment management and investment consulting firm. My first year I brought in 10 clients and taught CPA seminars and college classes on the side at F&M, Elizabethtown and Millersville.
I hired my first employee in 2001. I have built a business where my clients and I are in a positive relationship. When clients receive sound investment advice for a fair fee Gross & Hartman Investments wins their confidence and referrals. And that is why I get up in the morning!
Bret Hartman, CFA
After graduating from Elizabethtown College in 2013, I wanted to find a firm that was ahead of the curve, keeping fees lower than its competitors and being mindful that the shift to lower fees was only going to intensify. I also wanted to be at a firm that stood out. Don Gross carries the Chartered Financial Analyst (CFA) designation, which represents a commitment to excellence and ethical behavior in the investment industry. This is why I pursued and earned my CFA charter. Gross & Hartman Investments believes that the CFA speaks for itself to our current and prospective clients.
Jordan Vulopas
I joined Gross & Hartman Investments in 2021 due to the commitment that Bret and Don have in serving clients. After spending 5 years in a Workplace role at Brown Advisory in Baltimore, MD, I am excited to be in a position in the investment industry where I have the opportunity to provide excellent service and support to clients on a daily basis.