Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Thomas McKeon (CRD# 2261840) is an Investment Advisor Representative working at Clothier Springs Capital Management, LLC in , and has over 35 years of experience in the finance industry. He is founder, principal and Chief Investment Officer of the company.
John P. Middleton, CFA, CAIA, AIF® joined Brighton Financial Planning in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director & Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with approximately $2.5 billion in assets under management. At IQS, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Additionally, John was responsible...
Richard Welch (Rick) (CRD# 5955239) is a Wealth Advisor and the Chief Investment Officer of Academy Wealth Advisers, LLC. I specialize in providing investment advice, portfolio management, diversification and asset allocation strategies. We are located in Bucks County, Pennsylvania, near the City of Philadelphia, and serve clients across the Mid Atlantic region. I serve the needs of many different types of clients, including soon-to-retire and retired, moderate to high net worth individuals, couples and families, businesses, trusts, private business owners and corporate executives. I personally...
Frederick E. Hubler, Jr. (CRD 4401049) graduated Magna Cum Laude from West Chester University and proceeded to gain his M.B.A. from the University of Phoenix. He obtained his Series 7 and Series 63 securities licenses in 2001, his Series 24 in 2007, and his Series 66 in 2011. Mr. Hubler received the Certified Wealth Strategist (CWS®) designation in February 2014.
Mr. Hubler was accepted into the NFL Players Association Financial Advisors Program beginning in 2008 and today is one of only 270 advisors that remain registered with the program. As a result of $42 million in fraud within a three...
Jerry McDonnell (CRD# 2326191) is an Investment Advisor Representative working at Capitalpoint Financial Planning, LLC in Furlong, PA and has over 22 years of experience in the finance industry.
Kurt Angstadt (CRD# 4726951) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has over 13 years of experience in the finance industry. Kurt Angstadt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Steven Clott (CRD# 1439761) is an Investment Advisor Representative working at Dedicated Investment Advisers LLC in Havertown, PA and has over 40 years of experience, including as an employee, in the finance industry. Steven Clott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the...
Harvey Fram (CRD# 2154776) is an Investment Manager (as opposed to an Investment Advisor), founder and lead Portfolio Manager at Constantia Capital LLC in Lawrence Township, NJ and has over 24 years of experience in the finance industry.
Avoid Fees on top of Fees !! More info at www.ConstantiaQuant.com
We offer a suite of Investment Stategies with a proven track record of beating their respective benchmarks:
* Merger-Arbitrage, a fixed-income alternative, earned 6% annlzd since inceptn.
* Large-Cap 130/30 - exceeded the Russell 1000 by 2% annlzd since inceptn.
* Small-Cap 130/30...