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Greenspring Adds Experienced 401k Advisor Team

Joshua P. Itzoe, CFP®, AIF®

Greenspring, one of the nation’s leading independent wealth management and retirement plan advisory firms, announced today that Greg Hobson, CFP®, AIF® and Reiley Crosby have joined the firm as members of the Institutional Client Group. They will both be focused on providing retirement plan advisory and consulting services to corporate fiduciaries and plan participants.

Hobson joins the firm as a Partner and Senior Financial Advisor and is one of the top 401k advisors in the Mid-Atlantic region. In both 2015 and 2016, Greg was named to The Top Financial Times 401 Retirement Plan Advisors. The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times. He has been providing retirement plan consulting services to publicly traded and privately-held corporations, as well as non-profit organizations since 1994. He was previously a Senior Vice President – Financial Advisor, Institutional Consulting Group with RBC Wealth Management and earlier in his career worked in the Retirement Plan Services Department at Alex. Brown & Sons in Baltimore and Delaware Charter Guarantee & Trust Company in Wilmington.

Crosby worked closely with Hobson at RBC Wealth Management and joins the firm as a Client Service Specialist, supporting institutional clients through the client onboarding process, plan conversions, vendor management, plan reviews and quarterly reporting, providing investment advice and education to participants, and assisting with meeting minutes and operational support.

“We are thrilled to add two like-minded and highly regarded professionals like Greg and Reiley to our team,” said Joshua P. Itzoe, Partner and Managing Director of Greenspring’s Institutional Client Group. “We are committed to providing the best talent and expertise available to serve the needs of our retirement plan clients who are seeking unbiased, fiduciary-focused advice.  Their addition immediately strengthens our ability to do so.”

About Greenspring
Greenspring is consistently recognized as one of the the country’s leading and fastest-growing registered investment advisors (RIA).  The firm’s Institutional Client Group has been recognized as one of the industry’s top retirement plan advisors and assists corporate and non-profit clients on all aspects of their retirement plans including investments, plan costs, plan design, provider management, participant education and advice, plan committee formation and training, and fiduciary governance.  The Private Client Group provides comprehensive financial planning and investment advisory services to high-net worth individuals, families and institutions. The firm currently advises clients on more than $2.3 billion in assets.