Donald Gross, Jr. is a financial advisor with G&H Investments, bringing 35 years of industry experience. He is also a principal of AUG, Inc., dba Gross Investments, a registered investment advisory firm in Lancaster, PA. Gross has been involved with Gross Investments since 1988 and with Gross & Hartman Investments since 2022. G&H Investments primarily serves individual investors, including high-net-worth clients, as well as trusts and charitable accounts. The firm manages approximately $501 million in client assets on a discretionary basis and employs a long-term investment approach focused on high-quality fixed income and concentrated equity portfolios.

Daniel Jennings is a CFA® charterholder with three years of experience at G&H Investments, located in Leola, PA. His prior work history includes roles at Conestoga Wood Specialties, BNY Mellon, and Randstad USA. G&H Investments provides discretionary investment management and consulting services primarily to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a combination of high-quality fixed-income portfolios and concentrated equity positions, utilizing a detailed municipal credit research process and selective options strategies.

Jeffrey Hartman is a financial advisor with G&H Investments in Leola, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Gross Investments for nine years. G&H Investments provides discretionary investment management and non-discretionary consulting to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a diversified approach combining a laddered, high-quality fixed-income sleeve and a concentrated equity portfolio, alongside municipal credit research and selective options strategies.