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Gretchen Shoup, portrait

Gretchen Shoup

Chief Administrative Officer & Managing Director at Greycourt

Firm officerUpdated

Gretchen Shoup has been Chief Administrative Officer & Managing Director of Greycourt LLC, a Pittsburgh, PA investment adviser managing $6.61B, since October 2014.

12
Years in role
$6.61B
Firm AUM
44
Firm clients
19
Firm advisers

From Form ADV filed 4 August 2026Form ADV

Career

Gretchen Shoup is a control person of Greycourt and directly owns under 5% of it. Gretchen Shoup holds a BS in Accounting from Indiana University of Pennsylvania.

Greycourt is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $6.61 billion, as filed on 4 August 2026. Its fees, ownership and offices are on the firm’s profile.

Gretchen Shoup is Chief Administrative Officer and Managing Director of Greycourt and serves on its management committee. She works closely with the management committee on the firm's financials, day-to-day operations and overall strategic planning. She joined Greycourt in 2005. Before Greycourt, she was Assistant Vice President at Federated Investors in Pittsburgh.

Key facts

CRD
5838914
Firm
Greycourt · CRD 111936
Role
Chief Administrative Officer & Managing Director
In role since
October 2014 · 12 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Pittsburgh, PA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Gretchen Shoup work?

Gretchen Shoup has been Chief Administrative Officer & Managing Director of Greycourt LLC since October 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 4 August 2026

How can I verify Gretchen Shoup’s record?

Gretchen Shoup’s role is listed on Greycourt LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 111936.

Source: Form ADV, Schedule A, filed 4 August 2026

Leadership at Greycourt

Sources

  1. IAPD individual lookup, CRD 5838914, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Greycourt LLC, filed 4 August 2026. Title, control and ownership bands.
  3. Greycourt team page. Biography, education, credentials, awards and the portrait, reproduced for identification.