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.
dAN JENNINGS, CFA
I graduated from the University of Scranton in 2016 and then went on to get my Master of Science in Financial Analysis degree from Temple University in 2020. Earlier in my career I worked at larger companies like Vanguard and BNY Mellon, but never felt that connection I was looking for with my work. It is an honor to be able to work at a firm like Gross & Hartman Investments where I can directly work with clients from all backgrounds to help them achieve the financial success and security they are looking for. I earned my CFA designation shortly after joining the firm, just as Don and Bret had done before me. I was attracted to Gross & Hartman Investments due to the emphasis they place on the CFA designation and in turn, the value we believe it provides to our clients.
Jordan Vulopas
I joined Gross & Hartman Investments in 2021 due to the commitment that Bret, Dan, 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.