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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Craig McGovern (CRD# 5711220) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 14 years of experience in the finance industry. Craig McGovern 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 Financial Planning Practice Standards.
Ann Means (CRD# 6570102) is an Investment Advisor Representative working at Sapient Investments LLC in New Hope, PA and has over 8 years of experience in the finance industry.
Kevin Means is the Chief Investment Officer (CIO) of Sapient Investments. The firm is built upon Kevin’s experience and expertise in portfolio management, quantitative modeling, risk management, and asset allocation. As a former long/short equity hedge fund and mutual fund manager, chief investment officer, asset allocation strategist, and director of quantitative research, Kevin’s background is ideally suited for managing Sapient’s portfolios.
Kevin began his career as an Equity Portfolio Manager and Director of Quantitative Research at Invesco Capital Management. Towards the end of his tenure,...
Jagruti Panwala (CRD# 3108690) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Hope, PA and has over 25 years of experience in the finance industry.
Russell Parsons (CRD# 2027667) is an Investment Advisor Representative working at Parsons Capital Management, LLC in New Hope, PA and has over 34 years of experience in the finance industry. Russell Parsons 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 Financial Planning Practice Standards.
Frank Policare (CRD# 2541648) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hope, PA and has over 29 years of experience in the finance industry.
Lisa Policare (CRD# 2819653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hope, PA and has over 27 years of experience in the finance industry.
Travis Roe-Raymond (CRD# 5884838) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry. Travis Roe-Raymond 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 Financial Planning Practice Standards.
Luis Celso Rosa (CRD# 4272276) is an Investment Advisor Representative working at Tlg Advisors, Inc. in New Hope, PA and has over 20 years of experience in the finance industry.
Renee Schuster (CRD# 5672786) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry. Renee Schuster 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 Financial Planning Practice Standards.