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
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...
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...
Michael Greco (CRD# 2777345) is a managing partner and co-founder of GCI Financial Group, Inc., serving as Chief Investment Officer and Director of Financial Planning. Michael graduated from Lafayette College with a joint degree in Economics & Mathematics. His first official foray into financial services was in the Treasury Department of M&T Bank. Working on the fixed-income desk, Michael traded Fed Funds, Mortgage Backed securities and foreign currency.
In 1996, Michael transitioned to OLDE Securities, where he actively traded equities for individuals and institutional accounts. Choosing to...
Loretta Hutchinson (CRD# 5490081) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Yardley, PA and has over 10 years of experience in the finance industry. Loretta Hutchinson 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.
KAI Advisors is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving families and small businesses nationwide.
Ajay Kaisth is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELORS designee.
He has been a member of NAPFA, the National Association of Professional Financial Advisors, since 2004. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. He founded the Princeton Study Group for NAPFA in 2006 and currently serves as...
I'm Andrew Novick (CRD# 2909907), founder of The Investment Connection.
I've been a fee-only advisor my entire professional career, which spans more than 20years. Don't be fooled by commission-based advisers posing as fee-only planners. I am both an attorney and financial planner. Check out my website www.theinvestmentconnection.com for more information on working with me, including my fees and detail on my customized investment strategies. I focus on low-cost index strategy using ETFs and offer Socially Responsible Investments and Alternatives at no additional fee. Let's chat if you...
I help professionals and business owners sleep better at night by knowing that their investments are doing what they need to do to achieve their goals.
Mark Ukrainskyj (CRD# 4556276) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 20 years of experience in the finance industry.