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 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. When I set up shop in my small windowless office in downtown Lancaster, I was Gross Investment’s only employee. 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 Investments wins their confidence and referrals. And that is why I get up in the morning!
Gross Investments, Lancaster PA
February 1988 to Present
Manage personal and retirement portfolios
Setting client investment objectives and help clients choose asset allocation.
Fundamental research for Gross Investments done in-house
Portfolio Manager, Fulton Bank, Lancaster PA
April 1984 to February 1988
Managed over 700 investment portfolios totaling over $100 million for Fulton Bank’s Trust Department
Managed municipal bond common fund and high yield equity fund
Portfolio Manager, York Bank, York PA
March 1983 to April 1984
Chartered Financial Analyst Designation – 1986
Boston University, Master of Business Administration – 1982
Lehigh University, Bachelor of Science – 1979
Former Treasurer of Lancaster Habitat for Humanity Board
Free time spent trout fishing the streams and rivers of Pennsylvania