David L. Greth

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Consumer Services

Finance

Profile

Prior to joining McGlinn, Dr. Greth was Research Director at Regis Securities and President of Independent Physician Investors, LLC.
He holds a Series 7 and 65 Securities licenses and spent many years providing consultation and quantitative market research to banks, brokerages and retirement programs throughout Ohio.
Dr. Greth received his undergraduate degree in Psychology from Albright College, his MA in Developmental Psychology and Quantitative Methodology from Temple University and his Ph.D.
from the Ohio State University, with a primary interest in statistics and research methodology.

Former positions of David L. Greth

Companies	Position	End
McGlinn Capital Management, Inc. McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making.	Analyst-Equity	02/08/2009

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Private companies	4
McGlinn Capital Management, Inc. McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making.	Finance
Albright College Albright College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Temple University (Pennsylvania) Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services