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Manages taxable and tax-free fixed income portfolios, responsible for security selection, trading, and credit research. Previously with Schroder Investment Management Inc. N.A. Graduate of the University of Scranton.

Co-founder, CEO, and CIO responsible for long-term strategic asset allocation benchmarks based on proprietary optimization procedures. Oversees investment philosophy, tax-free fixed income portfolios, and advisor relationships. Holds CFA and CFP designations.

Co-founder responsible for developing and maintaining client relationships across institutions, individuals, and sub-advisory clients. Directs sales and marketing efforts.

Oversees implementation of asset allocation strategies, portfolio rebalancing, and middle and back-office operations. Brings 25 years of industry experience including prior roles at Haverford Trust Company and AdvisorPort. Graduate of Villanova University.

Oversees investment adviser compliance and custodial relationships. Previously served in compliance and operations roles at BNY Mellon and PNC Investments. Graduate of Cabrini College.

Responsible for client relationship development, marketing materials, CRM oversight, and portfolio management support. Former Senior Financial Advisor at Vanguard. Certified Financial Planner and graduate of Ursinus College.

Supports sales and marketing functions, processes new account activities, and manages CRM and website operations. Graduate of West Chester University.

Works with clients across advisory functions and supports financial plan construction. Previously with FS Investments. Holds Series 7, 63, and 65 licenses and is a graduate of Drexel University.