Top Investment Consultants in Greater Philadelphia Area

Evan Potash

Assistant Vice President, Senior Regional Private Banking Relationship Manager

Greater Philadelphia Area

Assistant Vice President, Senior Regional Private Banking Relationship Manager

Affluent Investment Consultant

Senior Financial Specialist

Senior Small Business Specialist/ Sr Business Development Officer

Founder and President of Warrington Chapter

Financial & Insurance Services Professional

Weekend General Manager / Sales Manager

Store Manager

University of Rhode Island

Abington Senior High

Recommendations: 4

Business Strategy

Sales

Finance

Leadership

Management

Cold Calling

Business Development

Networking

e****[email protected]

Troy Fleming

President

Greater Philadelphia Area

President

Account Executive

Registered Representative

Annuity Team Leader

Channel Manager

Wire/Regional Team Leader

Internal Sales Consultant

Investment Consultant

Financial Advisor

La Salle University

The American College

Recommendations: 3

Annuity

Retirement Planning

Series 7

Insurance

Long Term Care

Fixed Annuities

Life Insurance

Sales

f****[email protected]

David L. Moore Jr. CFA

Director of Investments

Greater Philadelphia Area

Director of Investments

Insurance Investment Consultant

VP Treasurer & Chief Investment Officer

Director of Investment Management

VP Asset-Liability Mgmt

Loyola University Maryland

Washington and Lee University

Garden City High School, NY

Recommendations: 3

Fixed Income

Hedge Funds

Equities

Investments

Portfolio Management

Asset Allocation

Derivatives

Funding

Michael CPM

Vice President

Greater Philadelphia Area

Vice President

Real Estate Investment Consultant

Vice President & Senior Real Estate Asset Manager - Real Estate Investment Consultant

Managing Partner

Institute of Real Estate Management

Temple University

Recommendations: 3

Real Estate

Portfolio Management

Problem Solving

Asset Management

Property Management

Real Estate Transactions

Sales

Fiduciary Services

g****[email protected]

t****[email protected]

BRIAN K. REESE

Appraisals

Greater Philadelphia Area

Appraisals

Musician

Investment Consultant

Rutgers University – Camden

Appraisal Institute

Recommendations: 3

Short Sales

Real Estate

Foreclosures

Property

Property Management

Rentals

Sales

Refinance

b*****@brianreese.net

b*****@ocbrian.com

C Jay Pardini

Global Technology Infrastructure

Greater Philadelphia Area

Global Technology Infrastructure

Partner

Auditor

Management Intern

Graduate Assistant

Supervisor

Investment Consultant

Retirement Specialist

Penn State University

Muhlenberg College

The Hill School

Recommendations: 3

Accounting

Finance

Financial Modeling

Financial Accounting

Auditing

Tax

Investments

Financial Reporting

Diane Patchen

Executive Assistant to the President

Greater Philadelphia Area

Executive Assistant to the President

Investment Consultant

Long Island University, C.W. Post Campus

Recommendations: 2

Investors

Business Strategy

Sales

Business Planning

New Business Development

Public Relations

Performance Management

Organizational Development

Melissa Mosher DiPierro, AIF®

Brian CFA

Senior Investment Consultant

Greater Philadelphia Area

Senior Investment Consultant

Client portfolio manager - Emerging Markets Equity, International Equity, Asset Allocation

Product Manager - International Equity (EAFE, Global, Emerging Markets Equity)

Sales and Relationship Manager

Senior Client Relationship Manager

Portfolio Assistant

The University of Connecticut

Siena College

Recommendations: 2

Portfolio Management

Equities

Investments

Investment Management

Asset Allocation

Asset Management

Emerging Markets

Capital Markets

b*****@sbcglobal.net

Assistant Vice President, DCIO Key Accounts Manager

Greater Philadelphia Area

Assistant Vice President, DCIO Key Accounts Manager

Senior Sales Associate, DCIO Advisory

401(k) Relationship Manager

Regional Representative

Internal Investment Consultant

Associate Financial Consultant

Internal Financial Consultant

Financial Services Representative

State University of New York College at Geneseo

Spencerport High School

Recommendations: 1

Mutual Funds

Asset Allocation

Investments

Series 7

Securities

Financial Services

Retirement

Finance

Michael Haas

Branch Manager

Greater Philadelphia Area

Branch Manager

Investment Consultant

Financial Advisor

DIrector of Investments

Director of Floor Operations/Market Maker Options/Derivatives

F&B Manager

College for Financial Planning

The American College

Saint Joseph's University - Erivan K. Haub School of Business

Marple Newtown Sr. High

Recommendations: 1

Portfolio Management

Investments

Series 7

Uniform Combined State Law

Mutual Funds

Series 63

Asset Allocation

Retirement Planning

Margaret CIMA®

Director

Greater Philadelphia Area

Director

Senior Investment Consultant

Principal, Senior Consultant

Senior Managing Consultant

Villanova University

Wyoming Seminary

Recommendations: 1

Alternative Investments

Client Services

Client Acquisition

Asset Allocation

Private Equity

Investment Advisory

Due Diligence

Fund Of Funds

Carlton Chin, CFA

Portfolio Strategy & Research

Greater Philadelphia Area

Portfolio Strategy & Research

Quantitative Research & Consultant

Portfolio Manager & Head of Research

Head of Research, PM

Investment Consultant & Actuary

Massachusetts Institute of Technology

Sheepshead Bay HS

Recommendations: 1

Alternative Investments

Managed Futures

Proprietary Trading

Trading Systems

FX trading

Portfolio Optimization

Asset Allocation

Hedge Funds

w****[email protected]

Angela Antonini

Senior Legal Analyst

Greater Philadelphia Area

Senior Legal Analyst

Line Manager

Project Administrator

Investment Consultant

High Net Worth Client Relationship Associate

Villanova University

Bucknell University

Recommendations: 0

Series 63

Series 7

Investments

FINRA

Asset Allocation

Securities

Mutual Funds

Retirement Planning

a****[email protected]

Ross Rutman

Internal Investment Consultant

Greater Philadelphia Area

Internal Investment Consultant

Financial Advisor

Intern

University of Hartford

Upper Dublin High School

Recommendations: 0

Investments

Retirement

Investment Strategies

Mutual Funds

Portfolio Management

Financial Advisory

Retirement Planning

Financial Services

Todd Monastero

Vice President, External Investment Consultant

Greater Philadelphia Area

Vice President, External Investment Consultant

Assistant Vice President, DLM & Associates

Vice President

VP, Sales & Marketing

Branch Manager

Villanova University

Gettysburg College

Conestoga High School

Recommendations: 0

Risk Management

Financial Advisory

Portfolio Management

Hedge Funds

Securities

Investment Advisory

Investment Strategies

Investment Management

t****[email protected]

Mark Schlegel, CFA

Chief Operating Officer

Greater Philadelphia Area

Chief Operating Officer

Director of Sales & Marketing

Co-founder, VP of Business Development

Co-Founder and President

Institutional Investment Consultant

Equity Analyst

Chief Financial Officer and Salesperson

Vice President, Equity Marketing Strategist

Portfolio Manager and Economic Market Analyst

University of Richmond - Robins School of Business

Conestoga High School

Recommendations: 0

Alternative Investments

Management

Mutual Funds

Securities

Portfolio Management

Hedge Funds

Strategy

Asset Management

m*****@moxyvote.com

Carlos A. Prince

Wealth Management Advisor

Greater Philadelphia Area

Wealth Management Advisor

Financial Consultant

Investment Consultant

Private Client Specialist

Retirement Investment Representative

Wilmington University

Miami University

Lakota East High School

Recommendations: 0

Fixed Income

Portfolio Management

Pensions

Strategic Financial Planning

Strategy

Finance

Financial Advisory

Financial Services

Lauren Richardson, MBA

Marketing Analyst, Vertical Markets

Greater Philadelphia Area

Marketing Analyst, Vertical Markets

Consultant

Business Development Group Investment Consultant

Product and Marketing Services Manager

Inside Sales Representative

Market Manager

Executive Team Lead

Columbia College

Temple University

Philadelphia High School for Girls

Recommendations: 0

Leadership

Management

Sales

Strategy

Inventory Management

Sales Process

Program Management

Marketing

l****[email protected]

Raphael Bocchino

Sales Manager | Finance & Banking Executive

Greater Philadelphia Area

Sales Manager | Finance & Banking Executive

Applications Sales Manager - CX & Sales Enablement SaaS Solutions - Enterprise Accounts

Director - Talent Acquisition Operations & Technology

Investment Consultant & Registered Representative

Enterprise Sales Leader - CX, Care, Customer Engagement, AI Technology

Enterprise Account Executive - Human Capital, Talent Acquisition, Data & SaaS Solutions

Real Estate Investor & Licensee

Group Sales Director - Staff Augmentation | Finance & IT Project Management

Applications Sales Manager - CX & Sales Enablement SaaS Solutions - Strategic Accounts

University of Scranton

Villanova University

LaSalle College High School

Recommendations: 0

Brendan CFA

Chief Executive Officer

Greater Philadelphia Area

Chief Executive Officer

President

EVP of Business Development

Investment Consultant

University of Delaware - Lerner College of Business and Economics

Recommendations: 0

b****[email protected]

Drew Maginnis

Director of Operations, Finance

Greater Philadelphia Area

Director of Operations, Finance

Adjunct Professor- Finance

Adjunct Professor - Economics

Assistant Football Coach - Offensive Coordinator

Investment Consultant

Financial Advisor

Sales Representative

Land Superivsor

Assistant Football Coach

Villanova University

La Salle University

Recommendations: 0

Retirement Planning

Financial Services

Series 7

Finance

Account Management

Securities

Sales Management

Investments

Pat Henry

Sales Desk Manager

Greater Philadelphia Area

Sales Desk Manager

Investment Consultant

Senior Business Development Consultant

Eastern University

Recommendations: 0

Inside Sales

Investment Management

Mutual Funds

Series 7

Alternative Investments

Investments

Asset Allocation

Asset Management

p****[email protected]

Ed Woehlcke

Managing Partner

Greater Philadelphia Area

Managing Partner

Regional Director

Internal Investment Consultant

Business Development

Consultant

Fox School of Business at Temple University

La Salle University

Archbishop Ryan

Recommendations: 0

Investments

Portfolio Management

Equities

Asset Management

Mutual Funds

Alternative Investments

Series 7

Asset Allocation

e*****@comcast.net

GERARD McCONNELL

Investment Consultant - Chartered Retirement Planning Counselor

Greater Philadelphia Area

Investment Consultant - Chartered Retirement Planning Counselor

Financial Advisor

Wholesale Account Executive

Regional Sales Manager

Vice President

Saint Joseph's University

University of Pennsylvania - The Wharton School

College of Financial Planning

Haverford High School

Recommendations: 0

Loans

Financial Analysis

Risk Management

Series 7

Finance

Retirement Planning

Investment Management

Succession Planning

Christopher Lex

Financial Advisor

Greater Philadelphia Area

Financial Advisor

Fixed Income/ Bank Loan Trade Support Analyst

Equity Options Trading Intern

Investment Consultant Intern

Assistant to Portfolio Manager Intern

Drexel University

Recommendations: 0

Daniel L. Miller, CIMA®

Vice President, External Advisor Consultant

Greater Philadelphia Area

Vice President, External Advisor Consultant

Vice President, External Investment Consultant

401k External Wholeslaer

Regional Sales Representative

Financial Advisor

Hofstra University

Recommendations: 0

Robyn M. Randa, CFA

Investment Consultant

Greater Philadelphia Area

Investment Consultant

Senior Investment Analyst, Institutional Advisory Services

Senior Investment Analyst

Investment Analyst

Cash Management Analyst

Temple University

Penn State University

Recommendations: 0

Portfolio Management

Investments

Capital Markets

Equities

Financial Services

Cash Management

Asset Allocation

Asset Management

Dennis Piccone

Licensed Financial Specialist

Greater Philadelphia Area

Licensed Financial Specialist

Investment Consultant

Client Service Associate

Financial Representative

Co - Founder

Regional Account Manager

Accounts Receivables Analyst

Marketing Intern

University of Miami

St. Augustine Prep

Recommendations: 0

Customer Service

Social Media Marketing

Social Networking

Marketing

Series 7

Investments

Financial Analysis

Sales

Matt CFA

Associate Consultant

Greater Philadelphia Area

Associate Consultant

Financial Advisor

Senior Investment Analyst

Director-Investment Research, Senior Investment Consultant

The Wharton School, University of Pennsylvania

Recommendations: 0

Peggy Flynn, CFA

Investment Consultant

Greater Philadelphia Area

Investment Consultant

Director of Investment Research

Investment Product Director

Senior Manager

Manager, Institutional Communications

Research Analyst

Deputy Chief Investment Officer

CFA

Drexel University

Penn State University

Recommendations: 0

p****[email protected]

Rich Humphreys

Investment Consultant Ultra High Net Worth

Greater Philadelphia Area

Investment Consultant Ultra High Net Worth

Drexel University - LeBow College of Business

Lehigh University - College of Business and Economics

Recommendations: 0

Insurance

Elaine Serbulov, CFP®

Investor Relations Manager

Greater Philadelphia Area

Investor Relations Manager

Director of Financial Planning

Client Relationship Manager

Senior Investment Consultant

Saint Joseph's University - Erivan K. Haub School of Business

Temple University - Fox School of Business and Management

The American College

Recommendations: 0

e****[email protected]

Paul Galdes

Internal Wholesaler

Greater Philadelphia Area

Internal Wholesaler

Investment Consultant

Mortgage Loan Originator

Registered Representative at New England Securities

Financial Representative

Branch Manager

The American College

Immaculata University

Recommendations: 0

Investments

Financial Services

Finance

Series 7

Series 6

Retirement Planning

Insurance

Life Insurance

p****[email protected]

Larry Focht

Project Manager - Retail Mobile Strategy

Greater Philadelphia Area

Project Manager - Retail Mobile Strategy

Project Administrator

Investment Consultant

Retirement Specialist

Financial Services Representative

Drexel University - LeBow College of Business

Widener University

Recommendations: 0

l****[email protected]

Dwight J. Swaney, MBA

Consultant

Greater Philadelphia Area

Consultant

Full-Time MBA Candidate

Investment Consultant

Financial Advisor

Villanova University

Susquehanna University

Recommendations: 0

Investment Strategies

Securities

Investments

Strategic Financial Planning

Equities

Portfolio Management

Asset Managment

Financial Markets

Tara McCawley

Corporate Trainer

Greater Philadelphia Area

Corporate Trainer

Investment Consultant

Investment Specialist

Saint Joseph's University

Villanova University

Villa Maria Academy

Recommendations: 0

Series 63

Series 6

Mutual Funds

Asset Allocation

401k

Retirement

Retirement Planning

High Net Worth Individuals

t****[email protected]

Jason P. Zwiebel

Financial Advisor

Greater Philadelphia Area

Financial Advisor

Investment Consultant

Managing Director

Senior Financial Consultant / Private Client Group

The Ohio State University

Recommendations: 0

z*****@yahoo.com

Maureen Valentine, MBA

Senior Auditor

Greater Philadelphia Area

Senior Auditor

Auditor

Fund Financial Analyst - Fund Reporting, Expenses, and Distribution

Fund Financial Analyst - Fixed Income Fund Analysis

Investment Consultant

Investment Specialist

La Salle University

St. John Fisher College

Recommendations: 0

Mutual Funds

Investments

Financial Analysis

Accounting

Finance

Fixed Income

Account Reconciliation

Financial Services

Carolyn Rodio

Investment Consultant

Greater Philadelphia Area

Investment Consultant

Stockbroker Intern

Accounts Receivable Intern

Rider University

Recommendations: 0

Series 7

Series 63

Finance

Investments

Securities

Financial Analysis

Customer Service

Microsoft Excel