Greg Staub, Financial Advisor, CFA, Ph.D.

Greg Staub began his career in financial services in 1986 with a commercial bank, where he first served as a trust officer and then as marketing manager. In 1991, Greg founded Pilot Capital Management and later obtained his Chartered Financial Analyst (CFA) designation in 1993. In 2011, his son, Matt, joined the firm. In 2018, Greg merged Pilot Capital Management with Planning Strategies, Inc., joining forces with Steve Mitchell and Scott Smith to co-found PSI Capital Management.

As Managing Partner and Chief Investment Officer (CIO), Greg and the team at PSI Capital Management have been showing business owners, families and individuals how to grow, preserve, protect and pass on their wealth for over 32 years.

PROFESSIONAL DEGREES & INDUSTRY DESIGNATIONS

Chartered Financial Analyst, CFA 1993
American Bankers Association National Trust School, CFA, 1987
Tulane University – PhD, 1983, Biology
Temple University – BS, 1979, Biology
Delone Catholic High School – 1975

PROFESSIONAL AFFILIATIONS/MEMBERSHIPS

CFA Society Baltimore
CFA Institute

COMMUNITY INVOLVEMENT

Rotary District 7390 – District Governor 2021 - 2022
Hanover Area Historical Society – Past Board Member and Past President Elect
Rotary Club of Hanover – Past President and Past Board Member
Greater Hanover Red Cross | American Red Cross, past Board Member and past Chairman

OUTSIDE OF THE OFFICE

Greg is a native of Hanover, PA, where he and his wife Edie call home. They have been married since 1979 and have four adult children; they are the proud grandparents of five grandchildren. Greg enjoys reading (especially history), playing golf and spending time with his family, children and grandchildren.