Top 100 Investment Management Startups And Companies in Pennsylvania

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Below is the list of Top 100 Investment Management Startups And Companies in Pennsylvania ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Pennsylvania

1. The Glenmede Trust Company, N.a.

Industry: Investment Management

Location: Pennsylvania

Website: glenmede.com

Company Founded: 1956

Company Size: 201-500

Company Address: 1650 Market Street, Philadelphia, Pennsylvania, United States

The Glenmede Trust Company, N.a. Contact Details

Name Title LinkedIn Phone Email
Lou Pellicori Managing Director, Chief Applications And Technology Officer
Mark Hays Director Of Sustainable And Impact Investing
Cfpâ Adam T. Douberly Regional Director
Steve Crifasi Wealth Advisor
Scott Eng Salesforce Architect
Olumide Onafowora Associate Counsel
Jonathan Huang Portfolio Management Intern
Requires/Intent and 54 more Employees
Software Development
Technology
and more

2. Hamilton Lane

Industry: Investment Management

Location: Pennsylvania

Website: hamiltonlane.com

Company Founded: 1991

Company Size: 201-500

Hamilton Lane Contact Details

Name Title LinkedIn Phone Email
Preston Connell Director Of Sales, Cobalt Lp
Ana-maria Satmar Fund Investment
Kate Mcgann Vice President, Public Relations
Aden Tang Private Equity Investment Analyst
John Lawlor Relationship Management Analyst
Steve Gruber Managing Director
Travis Henning Principal, Direct Credit
Requires/Intent and 43 more Employees
Private Wealth Management
IT Support
ERP Solutions
E-commerce Integration
and more

3. Hartford Funds

Industry: Investment Management

Location: Pennsylvania

Website: hartfordfunds.com

Company Founded: 1996

Company Size: 201-500

Company Address: 690 Lee Road, Wayne, Pennsylvania, United States

Hartford Funds Contact Details

Name Title LinkedIn Phone Email
Leonard Hill Regional Vice President: Advisor Consultant
Alexandria Wachtel Regional Vice President - Advisor Consultant
Joel Minnick National Accounts Manager - Dcio
Kimberly Cheng Regional Vice President, Advisor Consultant
Patrick Coyle Regional Vice President - Advisor Consultant
Richard Benn Regional Vice President
Bill Roche Senior Product Management , Investment Consultant, Investment Advisory Group
Requires/Intent and 50 more Employees
Cybersecurity Solutions
AI
Compliance & Risk Management
and more

4. American Financial Group

Industry: Investment Management

Location: Pennsylvania

Website: afgifg.com

Company Size: 11-50

American Financial Group Contact Details

Name Title LinkedIn Phone Email
Ehab Shamy Managing Director
Karl Grafe Vice President
Evan Leffler Senior Systems Administrator 2
Bradley Mazan Sec Reporting Specialist
Darla Sharp Divisional Assistant Vice President
Alex Glutz Investment Analyst
Sarah Locey Senior Flight Administration Coordinator
Requires/Intent and 58 more Employees
AI-Based Credit Risk Assessment
Advertising
Cybersecurity Solutions
Tax Optimization For Investments
and more

5. Brandywine Global Investment Management

Industry: Investment Management

Location: Pennsylvania

Website: brandywineglobal.com

Company Founded: 1986

Company Size: 201-500

Company Address: 1735 Market Street, Philadelphia, Pennsylvania, United States

Brandywine Global Investment Management Contact Details

Name Title LinkedIn Phone Email
David Russell Project Manager
Alison Rogers-mccoy Chief Human Resources Officer
Mark Solomon Director, Client And Trading Operations
Tad Fetter Director, Head Of Global Sales And Client Service
Mark Juelis Senior Vice President - Financial Intermediaries
Jessica Sanchez Performance Analyst
Sorin Roibu Portfolio Manager - International And Research Analyst: U.s And International, Generalist, Value
Requires/Intent and 19 more Employees
Alternative Investment Consulting
Institutional Asset Management
IoT
and more

6. Alpha Architect, Llc

Industry: Investment Management

Location: Pennsylvania

Website: alphaarchitect.com

Company Founded: 2010

Company Size: 1-10

Alpha Architect, Llc Contact Details

Name Title LinkedIn Phone Email
Wesley Gray Chief Executive Officer And Chief Information Officer
Michael Pagano Independent Board Member Of Etf Trust
Kyle Baxter Director Of Portfolio Services
Tao Wang Managing Member
Chris Keyes Senior Project Manager
Frank Shuam Presidnet
Requires/Intent
Branding
SEO
Tax Optimization For Investments
and more

7. Hirtle, Callaghan & Co.

Industry: Investment Management

Location: Pennsylvania

Website: hirtlecallaghan.com

Company Founded: 1988

Company Size: 51-200

Company Address: 300 Barr Harbor Drive, West Conshohocken, Pennsylvania, United States

Hirtle, Callaghan & Co. Contact Details

Name Title LinkedIn Phone Email
Gregory Pearce Investment Officer
Cody Rogers Portfolio Management Analyst
Alan Weissberger Senior Tax And Estate Planning Solution Specialist
Mark Hamilton Chief Investment Officer
Matthew Franken Portfolio Management Analyst
Paul Staab Portfolio Manager
Jessica Plush Executive Assistant To The Chief Investment Officer
Requires/Intent and 3 more Employees
Mobile App Development
Risk Management & Compliance
SEO
Cybersecurity Solutions
Smart Contracts For Investment
and more

8. Atairos

Industry: Investment Management

Location: Pennsylvania

Website: atairos.com

Company Founded: 2016

Company Size: 11-50

Company Address: 40 Morris Avenue, Bryn Mawr, Pennsylvania, United States

Atairos Contact Details

Name Title LinkedIn Phone Email
Kellen Brown Controller
Clare Mcgrory Chief Financial Officer
Chester Hall Executive Director
Chase Wilson Associate
Christopher Crant Summer Associate
Melissa Gray Executive Assistant
Requires/Intent
Technology
Automation
IoT
AI Chatbots
AI-Powered Financial Forecasting
and more

9. The Chenery Group

Industry: Investment Management

Location: Pennsylvania

Website: chenerygroup.com

Company Founded: 2006

Company Size: 1-10

Company Address: 744 West Lancaster Avenue, Wayne, Pennsylvania, United States

The Chenery Group Contact Details

Name Title LinkedIn Phone Email
Thomas De Cain Founder And Managing Partner
Requires/Intent
IPO Advisory
Cloud Solutions
HR & Payroll Services
Accounting
and more

10. The Haverford Trust Company

Industry: Investment Management

Location: Pennsylvania

Website: haverfordquality.com

Company Founded: 1979

Company Size: 51-200

The Haverford Trust Company Contact Details

Name Title LinkedIn Phone Email
Victor Moran Investment Officer
Lydia Holiat Portfolio Manager
Ashley Murphy Business Intelligence Analyst
Gordon Breish Senior Accountant
Victoria Goral Investment Officer
Nolan Carroll Staff Accountant
Mark Andricola Senior Custody Operations Officer
Requires/Intent
Public Relations
Digital Marketing
Smart Contracts For Investment
and more

11. Kades-margolis Corporation

Industry: Investment Management

Location: Pennsylvania

Website: 4kmc.com

Company Founded: 1974

Company Size: 51-200

Company Address: 940 West Valley Road, Wayne, Pennsylvania, United States

Kades-margolis Corporation Contact Details

Name Title LinkedIn Phone Email
Jason Hurwitz Financial Advisor
Kevin Feath Financial Advisor
Requires/Intent
E-commerce Integration
Financial Management
Alternative Investment Consulting
SEO
Branding
and more

12. Brinker Capital

Industry: Investment Management

Location: Pennsylvania

Website: brinkercapital.com

Company Founded: 1987

Company Size: 201-500

Company Address: 1055 Westlakes Drive, Berwyn, Pennsylvania, United States

Brinker Capital Contact Details

Name Title LinkedIn Phone Email
Sarah Cole Human Resources Coordinator
Perry Dimatteo Reconciliation Specialist
Christopher Hart Senior Vice President, Head Of Platform Manager Research
T Christian Poppe Internal Sales Consultant
Gregory King Wealth Advisory Intern
Pierce Giancaterino Client Services Representative
Samantha Mcclay Operations Associate
Requires/Intent and 11 more Employees
ESG Investing & Impact Analysis
AI-Based Credit Risk Assessment
IoT
and more

13. Chartwell Investment Partners

Industry: Investment Management

Location: Pennsylvania

Website: chartwellip.com

Company Founded: 1997

Company Size: 51-200

Company Address: 1205 Westlakes Drive, Berwyn, Pennsylvania, United States

Chartwell Investment Partners Contact Details

Name Title LinkedIn Phone Email
Cima Tom Dibari Regional Director-northeast Division
Steven Binder Director-marketing And Client Services
Michael Magee Chief Operating Officer At Chartwell Investment Partners And Berwyn Family Of Funds
Christine Williams Senior Managing Partner
Joe Barilotti Vice President
Mike Beatty Manager
Requires/Intent
Web Development
Private Wealth Management
Digital Asset & Cryptocurrency Investment
IT Support
and more

14. Centersquare Investment Management

Industry: Investment Management

Location: Pennsylvania

Website: centersquare.com

Company Founded: 1987

Company Size: 51-200

Company Address: 630 West Germantown Pike, Plymouth Meeting, Pennsylvania, United States

Centersquare Investment Management Contact Details

Name Title LinkedIn Phone Email
Meghan Burke Vice President, Real Assets
Marcia Glass Director, Capital Markets
Rachel Gines Senior Analyst, Capital Markets
Adam Schreiner Vice President
Joseph Law Chief Financial Officer And Chief Creative Officer
Jason Shinar Private Real Estate Intern
David Kimble Senior Asset Manager
Requires/Intent and 2 more Employees
IoT
Risk Management & Compliance
and more

15. Fd Fund Administration

Industry: Investment Management

Location: Pennsylvania

Website: fd-fa.com

Company Founded: 2013

Company Size: 11-50

Company Address: 2929 Arch Street, Philadelphia, Pennsylvania, United States

Fd Fund Administration Contact Details

Name Title LinkedIn Phone Email
Michael Maurer Director, Valuations And Analytics
Lorenzo Gisonda Associate
Andrew Huss Principal
Douglas Boyer Director, Investor Reporting
Kevin Brockway Senior Associate
Josh Abraham Accounting Associate
Tracey Calderon Senior Manager, Investor Relations
Requires/Intent and 6 more Employees
Legal
Robo-Advisors & AI Trading
AI Chatbots
Private Wealth Management
and more

16. Legend Financial Advisors, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: legend-financial.com

Company Founded: 1994

Company Size: 11-50

Company Address: 5700 Corporate Drive, Pittsburgh, Pennsylvania, United States

Legend Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Chris Kail Director Of Marketing And Shareholder
Requires/Intent
Alternative Investment Consulting
Cloud Hosting
Institutional Asset Management
and more

17. Riller Capital

Industry: Investment Management

Location: Pennsylvania

Website: rillercapital.com

Company Founded: 2019

Company Size: 1-10

Company Address: 1930 Chestnut Street, Philadelphia, Pennsylvania, United States

Riller Capital Contact Details

Name Title LinkedIn Phone Email
Brittany Kneidinger Vice President
Suril Shah Principal
Requires/Intent
Investor Relations & Reporting
Risk Management & Compliance
FinTech Solutions For Investment Firms
Technology
and more

18. Tiff Investment Management

Industry: Investment Management

Location: Pennsylvania

Company Founded: 1991

Company Size: 11-50

Company Address: 170 North Radnor Chester Road, Radnor, Pennsylvania, United States

Tiff Investment Management Contact Details

Name Title LinkedIn Phone Email
Brendon Parry Managing Director And Head Of Private Equity
Brian Marrer Operations And Data Analytics Specialist
Jessica Bolster Investment Team - Trading And Portfolio Construction
Corinna Cercone Executive Assistant Office Manager
Jessica Taranto Portfolio Management, Trading, Analytics
Christopher Montani Junior .net Developer
Michelle Little Member Services
Requires/Intent
Predictive Analytics
Global Market Trend Analysis
and more

19. Logan Circle Partners

Industry: Investment Management

Location: Pennsylvania

Website: logancirclepartners.com

Company Founded: 2007

Company Size: 51-200

Company Address: 3 Logan Square, Philadelphia, Pennsylvania, United States

Logan Circle Partners Contact Details

Name Title LinkedIn Phone Email
Ryan Dougherty Ig Trader
Ryan Reilly Trader
Kevin Smith Operations Intern
Nelson De Roca Associate
Thomas Jacone Compliance Associate
Ben Epstein Vice President
Peter Mahoney Senior Portfolio Manager At Logan Circle Partners Llc
Requires/Intent and 5 more Employees
AI-Based Credit Risk Assessment
IoT
and more

20. Penn State Asset Management Group

Industry: Investment Management

Location: Pennsylvania

Website: psuamg.com

Company Founded: 2014

Company Size: 51-200

Penn State Asset Management Group Contact Details

Name Title LinkedIn Phone Email
Jack Brady Chief Financial Officer
Matthew Mitrovic Analyst
Jared Blatt Head Of Risk
Keith Hamilton Head Of Recruitment
James Podias Precious Metals Analyst | Commodities And Derivatives
Requires/Intent
Global Market Trend Analysis
Private Wealth Management
and more

21. Franklin Park

Industry: Investment Management

Location: Pennsylvania

Website: franklinparkllc.com

Company Founded: 2003

Company Size: 11-50

Franklin Park Contact Details

Name Title LinkedIn Phone Email
Barrett Gold Senior Associate
Randall Botz Counsel
Shane Kokitus Investment Associate
John Philpott Chief Engineer
Sherry Roth Activity Coordinater
Don Kaminski Police Officer
Nicole Ansley Account Receivable
Requires/Intent and 2 more Employees
ESG Investing & Impact Analysis
IoT
Investor Relations & Reporting
and more

22. Veritable, Lp

Industry: Investment Management

Location: Pennsylvania

Website: veritablelp.com

Company Founded: 1986

Company Size: 51-200

Company Address: 6022 West Chester Pike, Newtown Square, Pennsylvania, United States

Veritable, Lp Contact Details

Name Title LinkedIn Phone Email
Gary Shugrue Managing Director
Gordon Stone Senior Portfolio Manager
Fred Bacani Head Of Fixed Income And Trading
Zachary Mamrol Trading Operations Associate
Meghan Freehoff Partner And Fund Administrator At Veritable, Lp
Sandy He Senior Tax Accountant And Investment Fund Accountant
Kevin Kwon Research Analyst
Requires/Intent and 2 more Employees
M&A Advisory
High-Frequency Trading Solutions
Cloud Solutions
ERP Solutions
Robo-Advisors & AI Trading
and more

23. Harvest Fund Advisors Llc

Industry: Investment Management

Location: Pennsylvania

Website: harvestmlp.com

Company Founded: 2005

Company Size: 11-50

Company Address: 100 West Lancaster Avenue, Wayne, Pennsylvania, United States

Harvest Fund Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Patrick Mannion Vice President
Kirk Huddles Director Of Business Development
Requires/Intent
AI-Powered Financial Forecasting
IT Support
and more

24. Penn Capital Management Company, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: penncapital.com

Company Founded: 1987

Company Size: 51-200

Company Address: 1200 Intrepid Avenue, Philadelphia, Pennsylvania, United States

Penn Capital Management Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Jim Klepper Director Of Business Development
Joe Maguire Portfolio Manager At Penn Capital Management
Katie Johnson High Yield Trader At Penn Capital Management
David Jackson Portfolio Manager And Partner
Richard Brisita Systems And Security Analyst
Cathy Jones Client Services Associate
Tina Myers Manager
Requires/Intent and 2 more Employees
Smart Contracts For Investment
IoT
ESG Investing & Impact Analysis
and more

25. Da Vinci Art Alliance

Industry: Investment Management

Location: Pennsylvania

Website: davinciartalliance.org

Company Founded: 1931

Company Size: 1-10

Company Address: 704 Catherine Street, Philadelphia, Pennsylvania, United States

Da Vinci Art Alliance Contact Details

Name Title LinkedIn Phone Email
Jarrod Markman Executive Director
David Foss Director
Requires/Intent
Financial Management
Market Research
Compliance & Risk Management
Business Expansion
Hedge Fund Strategies
and more

26. Pennsylvania Trust

Industry: Investment Management

Location: Pennsylvania

Website: penntrust.com

Company Founded: 1986

Company Size: 51-200

Company Address: 100 Matsonford Road, Radnor, Pennsylvania, United States

Pennsylvania Trust Contact Details

Name Title LinkedIn Phone Email
Richardson Merriman Chairman And Chief Executive Officer
Ryan Mcdonald Fixed Income Portfolio Manager
Nicole Price Vice President
William Madeira Portfolio Manager
Jacqueline Duffy-cardinal Account Administrator
Requires/Intent
AI-Powered Financial Forecasting
Tax Optimization For Investments
ERP Solutions
Compliance & Risk Management
and more

27. Financeware

Industry: Investment Management

Location: Pennsylvania

Website: financeware.com

Company Founded: 1999

Company Size: 51-200

Company Address: 1065 Andrew Drive, West Chester, Pennsylvania, United States

Financeware Contact Details

Name Title LinkedIn Phone Email
William Dolan Chief Executive Officer
Justin Dubrueler Chief Financial Officer
Requires/Intent
Software Development
M&A Advisory
ERP Solutions
and more

28. Knight Capital Management, Llc.

Industry: Investment Management

Location: Pennsylvania

Company Size: 1-10

Knight Capital Management, Llc. Contact Details

Name Title LinkedIn Phone Email
David Knight Futures And Commodities Trader At Knight Capital Management, Llc
Requires/Intent
Customer Relationship Management
Automation
AI-Based Credit Risk Assessment
and more

29. Investedge, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: investedge.com

Company Founded: 2000

Company Size: 51-200

Investedge, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeffrey Cowley Cto, Director Of Product Management
Jesse Everett Network Engineer
Karen Schaffer Core Architect And Performance Subject Matter Expert At Investedge, Inc
Linda Wright Manager
Mac Wilson Director Of Performance
Mike Lindeboom Advisory Software Engineer
Allan Tullis Data Load Support And Programmer
Requires/Intent and 2 more Employees
Customer Relationship Management
AI-Powered Financial Forecasting
and more

30. Sage Financial Group

Industry: Investment Management

Location: Pennsylvania

Website: sagefinancial.com

Company Founded: 1989

Company Size: 11-50

Company Address: 300 Barr Harbor Drive, Conshohocken, Pennsylvania, United States

Sage Financial Group Contact Details

Name Title LinkedIn Phone Email
David Hulnick Senior Manager Information Technology
John Sion Partner
George Harris Senior Wealth Manager
Andy Brown Executive Wealth Manager
Shannon Maryland Sales Support Coordinator
Jennifer Yager Accountant
Karen Aprile Bookkeeper And Human Resources
Requires/Intent and 1 more Employees
Mobile App Development
Digital Asset & Cryptocurrency Investment
Financial Management
Global Market Trend Analysis
Customer Relationship Management
and more

31. A Better Financial Plan

Industry: Investment Management

Location: Pennsylvania

Website: abetterfinancialplan.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1021 West 8th Avenue, King Of Prussia, Pennsylvania, United States

A Better Financial Plan Contact Details

Name Title LinkedIn Phone Email
Alec Vagnozzi Executive Assistant
Charles Schantz Financial Advisor
Dominic Primerano Executive Assistant
Jerry Nave Business Development
Requires/Intent
Legal
Alternative Investment Consulting
and more

32. Versa Capital Management

Industry: Investment Management

Location: Pennsylvania

Website: versa.com

Company Size: 11-50

Company Address: 2929 Arch Street, Philadelphia, Pennsylvania, United States

Versa Capital Management Contact Details

Name Title LinkedIn Phone Email
Aaron Headley Principal
Diane Kiley Accounting
Luann Taiariol Senior Paralegal
Stephen Dorman Principal, Operations
Requires/Intent
IPO Advisory
IoT
Digital Marketing
E-commerce Integration
Accounting
and more

33. Coho Partners, Ltd.

Industry: Investment Management

Location: Pennsylvania

Website: cohopartners.com

Company Founded: 1999

Company Size: 11-50

Company Address: 801 Cassatt Road, Berwyn, Pennsylvania, United States

Coho Partners, Ltd. Contact Details

Name Title LinkedIn Phone Email
Rick Wayne Partner-portfolio Manager And Strategy
Joe Ciavarelli Client And Consultant Relations
Jennifer Griffith Human Resources
Lisa Moneymaker Client Relations Manager
Terry Davis Administrative Assistant
Requires/Intent
Market Research
Accounting
FinTech Solutions For Investment Firms
Portfolio Management Solutions
Web Development
and more

34. Lockwood Advisors, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: lockwoodadvisors.com

Company Size: 11-50

Company Address: 760 Moore Road, King Of Prussia, Pennsylvania, United States

Lockwood Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Andrew Sy Senior Associate
Joe Becker Account Services Supervisor
Lisa Mcnamara Compliance Officer
Margaret Rydesky Operations
Requires/Intent
IoT
Private Wealth Management
Digital Marketing
Cybersecurity Solutions
Financial Management
and more

35. Xponance, Inc

Industry: Investment Management

Location: Pennsylvania

Website: fisgroup.com

Company Founded: 1996

Company Size: 11-50

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Xponance, Inc Contact Details

Name Title LinkedIn Phone Email
Kila Weaver Vp, Marketing And Client Service
Marissa Wilson Broker
Requires/Intent
Public Relations
Branding
Legal
Alternative Investment Consulting
and more

36. Cooke & Bieler, L.p.

Industry: Investment Management

Location: Pennsylvania

Website: cooke-bieler.com

Company Founded: 1949

Company Size: 11-50

Company Address: 1700 Market Street, Philadelphia, Pennsylvania, United States

Cooke & Bieler, L.p. Contact Details

Name Title LinkedIn Phone Email
Andrew Armstrong Principal
W Porter Durham Associate Analyst
William Weber Partner
Mehul Trivedi Partner And Portfolio Manager
Edmund Hundley Associate Analyst
Requires/Intent
Smart Contracts For Investment
Business Expansion
and more

37. Ajo

Industry: Investment Management

Location: Pennsylvania

Website: ajopartners.com

Company Founded: 1984

Company Size: 11-50

Company Address: 230 South Broad Street, Philadelphia, Pennsylvania, United States

Ajo Contact Details

Name Title LinkedIn Phone Email
Matthew Austin Partner
Joe Caruso Associate
Joseph Finer Associate - Trading
Greg Bennett Portfolio Accountant
Requires/Intent
Web Development
Mobile App Development
Financial Management
and more

38. Ultra Capital Llc

Industry: Investment Management

Location: Pennsylvania

Website: ultracapital.com

Company Founded: 2015

Company Size: 1-10

Company Address: 2400 Market Street, Philadelphia, Pennsylvania, United States

Ultra Capital Llc Contact Details

Name Title LinkedIn Phone Email
Clay Walton Vice President - Asset Management
Elizabeth Guynn Associate
Justin Hunt Corporate Pilot
Barry Shelton Chief Pilot
Requires/Intent
Sales
AI-Powered Financial Forecasting
IoT
Financial Due Diligence
CRM Systems
and more

39. Fis Group

Industry: Investment Management

Location: Pennsylvania

Company Founded: 1996

Company Size: 51-200

Company Address: 1818 Market Street, Philadelphia, Pennsylvania, United States

Fis Group Contact Details

Name Title LinkedIn Phone Email
Angel Iglesias Director Gerente Fi Group Colombia
Matt Zelkovitz Manager Research Analyst
Omaar Poitevien Operational Due Diligence Manager
Al Leedahl Consultant
Chris Gore Sales
Amber Mayfield Analyst
Ruth Ward Business Analyst
Requires/Intent and 1 more Employees
Technology
Hedge Fund Strategies
AI-Powered Financial Forecasting
Global Market Trend Analysis
Cybersecurity Solutions
and more

40. Tiff Investment Management

Industry: Investment Management

Location: Pennsylvania

Website: tiff.org

Company Founded: 1991

Company Size: 51-200

Company Address: 170 North Radnor Chester Road, Radnor, Pennsylvania, United States

Tiff Investment Management Contact Details

Name Title LinkedIn Phone Email
Patrick Torrey Managing Director
Kevin Scott Operations Specialist
Maureen Distel Cpp, Corporate Accounting Manager
Requires/Intent
Customer Relationship Management
IT Support
FinTech Solutions For Investment Firms
CRM Systems
and more

41. The William C. Dunkelberg Owl Fund

Industry: Investment Management

Location: Pennsylvania

Company Founded: 2009

Company Size: 11-50

The William C. Dunkelberg Owl Fund Contact Details

Name Title LinkedIn Phone Email
Kevin Patel Lead Analyst | Energy And Utilities Coverage
Fred Shub Associate Analyst | Consumer And Communications Coverage
Lauren Morrison Associate Analyst | Consumer Coverage
Tung Nguyen Manager
Requires/Intent
Financial Due Diligence
High-Frequency Trading Solutions
and more

42. Girard Partners, Ltd

Industry: Investment Management

Location: Pennsylvania

Website: girardpartners.com

Company Founded: 1996

Company Size: 11-50

Company Address: 555 Croton Road, King Of Prussia, Pennsylvania, United States

Girard Partners, Ltd Contact Details

Name Title LinkedIn Phone Email
Emily Doll Wealth Advisor Associate
Pamela Parsons-donovan Operations Manager At Girard Partners
Jonathan Cahill Wealth Advisor Associate
Don Naimoli Ops Manager And Fiduciary Services
Requires/Intent
Sales
High-Frequency Trading Solutions
and more

43. Owls Nest Partners

Industry: Investment Management

Location: Pennsylvania

Website: owlsnestpartners.com

Company Founded: 2017

Company Size: 1-10

Company Address: 223 Wilmington West Chester Pike, Chadds Ford, Pennsylvania, United States

Owls Nest Partners Contact Details

Name Title LinkedIn Phone Email
David Ferreira Partner And Chief Operating Officer
Requires/Intent
Financial Management
Global Market Trend Analysis
Digital Asset & Cryptocurrency Investment
IPO Advisory
Cloud Hosting
and more

44. Resource

Industry: Investment Management

Location: Pennsylvania

Company Founded: 1991

Company Size: 11-50

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Resource Contact Details

Name Title LinkedIn Phone Email
Mary Gaza Vice President, Deputy Chief Compliance Officer
Marianne Mcguire Chief Marketing Officer
Requires/Intent
Technology
Global Market Trend Analysis
and more

45. Matterhorn Capital Partners

Industry: Investment Management

Location: Pennsylvania

Website: matterhorncapitalpartners.com

Company Size: 1-10

Matterhorn Capital Partners Contact Details

Name Title LinkedIn Phone Email
Louis Ott Founder And Managing Partner
Requires/Intent
Global Market Trend Analysis
Digital Marketing
Automation
AI-Powered Financial Forecasting
Public Relations
and more

46. Snow Capital Management L.p.

Industry: Investment Management

Location: Pennsylvania

Website: snowcm.com

Company Founded: 1980

Company Size: 11-50

Company Address: 1605 Carmody Court, Sewickley, Pennsylvania, United States

Snow Capital Management L.p. Contact Details

Name Title LinkedIn Phone Email
Geno Mell Regional Sales Account Manager
Cody Bastin Operations Associate
Chuck Heath Senior Trader At Snow Capital Management L.p
David Williams Principal, Managing Director
Requires/Intent
SEO
Robo-Advisors & AI Trading
Financial Due Diligence
Tax Optimization For Investments
AI Chatbots
and more

47. Hornor Townsend & Kent

Industry: Investment Management

Location: Pennsylvania

Website: htk.com

Company Founded: 1969

Company Size: 501-1000

Company Address: 600 Dresher Road, Horsham, Pennsylvania, United States

Hornor Townsend & Kent Contact Details

Name Title LinkedIn Phone Email
Jim Krause Director Of Supervision, Htk
Dan Torborg Financial Advisor
Peter Zaknich Investment Advisor Representative
Shane Pfingsten Investment Advisor Representative
Marie Tracy Financial Professional
Requires/Intent
AI
Business Expansion
Customer Relationship Management
Digital Asset & Cryptocurrency Investment
and more

48. Copeland Capital

Industry: Investment Management

Location: Pennsylvania

Website: copelandcapital.com

Company Founded: 2005

Company Size: 11-50

Copeland Capital Contact Details

Name Title LinkedIn Phone Email
Neil Adams Vice President - External Wholesaler
Requires/Intent
High-Frequency Trading Solutions
Institutional Asset Management
and more

49. The Stanley Laman Group, Ltd.

Industry: Investment Management

Location: Pennsylvania

Company Founded: 1991

Company Size: 11-50

The Stanley Laman Group, Ltd. Contact Details

Name Title LinkedIn Phone Email
Tyler Hamilton Financial Advisor
Cfpâ Brett Canna Financial Advisor
Natalie Cieslak Manager-client Services And Underwriting
Requires/Intent
Private Wealth Management
Risk Management & Compliance
Robo-Advisors & AI Trading
Customer Relationship Management
and more

50. Resource America

Industry: Investment Management

Location: Pennsylvania

Website: resourceamerica.com

Company Size: 201-500

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Resource America Contact Details

Name Title LinkedIn Phone Email
Zach Greenky Vice President
Rochelle Ryan Executive Assistant
Elisa Jimenez Receptionist
Angelo Glyptis Director Of Financial Systems
Prasanna Pola Peoplesoft Developer
Ravichandran Sabhapathi Senior Sql Server Developer
Requires/Intent
Digital Marketing
ESG Investing & Impact Analysis
Global Market Trend Analysis
Advertising
and more

51. Smithbridge Asset Management

Industry: Investment Management

Location: Pennsylvania

Website: smithbridgeasset.com

Company Size: 1-10

Company Address: 5 Christy Drive, Chadds Ford, Pennsylvania, United States

Smithbridge Asset Management Contact Details

Name Title LinkedIn Phone Email
Edward Kehoe Associate
Bernadette Gallone Administrative Support
Requires/Intent
Software Development
Accounting
Private Wealth Management
and more

52. Varium Investment Partners

Industry: Investment Management

Location: Pennsylvania

Website: variumip.com

Company Founded: 2018

Company Size: 1-10

Varium Investment Partners Contact Details

Name Title LinkedIn Phone Email
Gerald Buetow Chief Investment Officer
Requires/Intent
Portfolio Management Solutions
Public Relations
and more

53. Gerring Capital Partners

Industry: Investment Management

Location: Pennsylvania

Website: gerringcapital.com

Company Founded: 2005

Company Size: 1-10

Company Address: P/o Box 748, Glenmoore, Pennsylvania, United States

Gerring Capital Partners Contact Details

Name Title LinkedIn Phone Email
Eric Parnell Founder And Director
Requires/Intent
Institutional Asset Management
Smart Contracts For Investment
and more

54. Nexus Financial Network, Llc

Industry: Investment Management

Location: Pennsylvania

Website: gonexus.com

Company Founded: 1994

Company Size: 1-10

Company Address: 5000 Brooktree Road, Wexford, Pennsylvania, United States

Nexus Financial Network, Llc Contact Details

Name Title LinkedIn Phone Email
Austin Ridgley Customer Service Representative
Richard Hildebrand Managing Partner
Requires/Intent
IT Support
Web Development
Hedge Fund Strategies
and more

55. Muntz Financial

Industry: Investment Management

Location: Pennsylvania

Website: muntzfinancial.com

Company Size: 1-10

Company Address: 25 West Skippack Pike, Broad Axe, Pennsylvania, United States

Muntz Financial Contact Details

Name Title LinkedIn Phone Email
Peter Strzelecki Vice President
Christian Strzelecki Vice President Of Investments
Requires/Intent
Accounting
Risk Management & Compliance
Data Security
and more

56. Polaris Advisors

Industry: Investment Management

Location: Pennsylvania

Company Size: 11-50

Polaris Advisors Contact Details

Name Title LinkedIn Phone Email
Devon Johnson Retirement Plan Specialist
Prasad Kulkarni Engagement Manager
Chase Diehl Summer Intern
Linda Claycomb Fha Mortgage Underwriter
Branden Vanthul Supervisor
Andrew Gibbs Chief Financial Officer
Requires/Intent
Risk Management & Compliance
Software Development
and more

57. Next Act Fund Llc

Industry: Investment Management

Location: Pennsylvania

Website: nextactfund.com

Company Founded: 2016

Company Size: 1-10

Next Act Fund Llc Contact Details

Name Title LinkedIn Phone Email
John Rodella Founding Member
Requires/Intent
AI
Global Market Trend Analysis
SEO
and more

58. Dewitt Capital Management

Industry: Investment Management

Location: Pennsylvania

Website: dewittcm.com

Company Founded: 1990

Company Size: 1-10

Company Address: 200 Eagle Road, Wayne, Pennsylvania, United States

Dewitt Capital Management Contact Details

Name Title LinkedIn Phone Email
David Dewitt Chief Executive Officer
Scott Frank Global And Rules-based Investment Strategies
Requires/Intent
Market Research
Digital Marketing
Financial Management
Predictive Analytics
and more

59. Bpu Investment Management, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: bpuinvestments.com

Company Founded: 1986

Company Size: 11-50

Company Address: 301 Grant Street, Pittsburgh, Pennsylvania, United States

Bpu Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Denice Ferranti-robinson Financial Advisor
Rebecca Haugh Financial Planner
Donna Spohn Client Service Manager
Requires/Intent
E-commerce Integration
Cloud Solutions
and more

60. Invariant Investment Management, Llc

Industry: Investment Management

Location: Pennsylvania

Website: invariantinvestments.com

Company Founded: 2014

Company Size: 1-10

Company Address: 1013 Mumma Road, Lemoyne, Pennsylvania, United States

Invariant Investment Management, Llc Contact Details

Name Title LinkedIn Phone Email
Alex Shorb Senior Advisor
Requires/Intent
Global Market Trend Analysis
Hedge Fund Strategies
HR & Payroll Services
and more

61. C.s. Mckee, L.p.

Industry: Investment Management

Location: Pennsylvania

Website: csmckee.com

Company Founded: 1931

Company Size: 11-50

Company Address: 1 Gateway Center 8th, Pittsburgh, Pennsylvania, United States

C.s. Mckee, L.p. Contact Details

Name Title LinkedIn Phone Email
Andrew Faderewski Portfolio Manager, Vice President
Ulf Skreppen Senior Vice President Operations And Chief Compliance Officer
Michelle Salgado Consultant
Requires/Intent
Digital Asset & Cryptocurrency Investment
CRM Systems
IoT
M&A Advisory
Legal
and more

62. Tartan Student Fund

Industry: Investment Management

Location: Pennsylvania

Website: tartanstudentfund.org

Company Size: 1-10

Company Address: 5000 Forbes Avenue, Pittsburgh, Pennsylvania, United States

Tartan Student Fund Contact Details

Name Title LinkedIn Phone Email
Aarathi Garimella Analyst
Ethan Nankervis Analyst
Jonathan Wu Investment Analyst
Jason Mei Analyst
Requires/Intent
E-commerce Integration
Public Relations
Digital Marketing
AI
Automation
and more

63. Merion Realty Partners

Industry: Investment Management

Location: Pennsylvania

Website: merionrealtypartners.com

Company Founded: 2011

Company Size: 11-50

Company Address: 308 East Lancaster Avenue, Wynnewood, Pennsylvania, United States

Merion Realty Partners Contact Details

Name Title LinkedIn Phone Email
Jeffrey Shumaker Vice President
Requires/Intent
FinTech Solutions For Investment Firms
Alternative Investment Consulting
Investor Relations & Reporting
Compliance & Risk Management
and more

64. Staley Capital Advisers, Inc.

Industry: Investment Management

Location: Pennsylvania

Company Size: 1-10

Company Address: 1 Oxford Centre, Pittsburgh, Pennsylvania, United States

Staley Capital Advisers, Inc. Contact Details

Name Title LinkedIn Phone Email
Thomas Mccrady Vice President
Requires/Intent
Alternative Investment Consulting
High-Frequency Trading Solutions
Private Wealth Management
Smart Contracts For Investment
Risk Management & Compliance
and more

65. Zeke Capital Advisors, Llc

Industry: Investment Management

Location: Pennsylvania

Website: zekecapital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 1205 Westlakes Drive, Berwyn, Pennsylvania, United States

Zeke Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Nick Zamparelli Director Of Investment Strategy
Requires/Intent
IT Support
Branding
and more

66. Prudent Management Associates

Industry: Investment Management

Location: Pennsylvania

Company Founded: 1982

Company Size: 1-10

Company Address: 1735 Market Street South, Philadelphia, Pennsylvania, United States

Prudent Management Associates Contact Details

Name Title LinkedIn Phone Email
Barbara Solit Marketing Manager
Fred Snitzer Director
Bobbi Rosenbaum Financial Administrator
Requires/Intent
Compliance & Risk Management
Market Research
and more

67. Biondo Investment Advisors

Industry: Investment Management

Location: Pennsylvania

Website: thebiondogroup.com

Company Founded: 2004

Company Size: 11-50

Company Address: 540 Route 6, Milford, Pennsylvania, United States

Biondo Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Karl Wagner Partner And Director Of Business Development
Nancy Conklin Director, Administration And Finance
Linda Smith Administrative Assistant
Requires/Intent
Sales
M&A Advisory
and more

68. Mycio Wealth Partners

Industry: Investment Management

Location: Pennsylvania

Website: myciowp.com

Company Founded: 2005

Company Size: 11-50

Company Address: 2929 Walnut Street, Philadelphia, Pennsylvania, United States

Mycio Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Paul Bracaglia Senior Partner
Connor Lees Manager
Jack Fenster Intern
Requires/Intent
AI-Based Credit Risk Assessment
Automation
and more

69. Mvp Capital Partners

Industry: Investment Management

Location: Pennsylvania

Website: mvpcap.com

Company Founded: 1985

Company Size: 1-10

Company Address: 259 North Radnor Chester Road, Radnor, Pennsylvania, United States

Mvp Capital Partners Contact Details

Name Title LinkedIn Phone Email
Joshua Charlton Private Equity And Venture Capital
Requires/Intent
E-commerce Integration
Customer Relationship Management
AI-Based Credit Risk Assessment
and more

70. Cottrill Arbutina Wealth Management Group

Industry: Investment Management

Location: Pennsylvania

Company Founded: 1999

Company Size: 1-10

Company Address: 535 Third Street, Beaver, Pennsylvania, United States

Cottrill Arbutina Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Cary Allen Registered Investment Advisor Representative
Michael Downham Vice President
Requires/Intent
Legal
ERP Solutions
AI-Based Credit Risk Assessment
and more

71. Glenmede Investment Management

Industry: Investment Management

Location: Pennsylvania

Website: glenmedeim.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1650 Market Street, Philadelphia, Pennsylvania, United States

Glenmede Investment Management Contact Details

Name Title LinkedIn Phone Email
Samantha Lowry Director Institutional Markets
Donnakay Tiller Equity Trader
Requires/Intent
IPO Advisory
Compliance & Risk Management
SEO
and more

72. Stevens Capital Management Lp

Industry: Investment Management

Location: Pennsylvania

Website: scm-lp.com

Company Founded: 2002

Company Size: 51-200

Company Address: 201 King Of Prussia Road, Radnor, Pennsylvania, United States

Stevens Capital Management Lp Contact Details

Name Title LinkedIn Phone Email
Patrick Nicholson Computer Scientist
Mike Alfano Associate Legal Counsel
Nicola Olson Accountant
Requires/Intent
AI Chatbots
AI-Powered Financial Forecasting
Sales
IT Support
Public Relations
and more

73. Emerald Asset Management

Industry: Investment Management

Location: Pennsylvania

Website: teamemerald.com

Company Size: 11-50

Company Address: 610 Freedom Drive, King Of Prussia, Pennsylvania, United States

Emerald Asset Management Contact Details

Name Title LinkedIn Phone Email
Derek Fisher Senior Research Analyst
Steven Falcone Intern
Reed Morris Research Intern
Requires/Intent
Legal
Private Wealth Management
Accounting
Robo-Advisors & AI Trading
Institutional Asset Management
and more

74. Twenty Acre Capital

Industry: Investment Management

Location: Pennsylvania

Website: twentyacre.com

Company Size: 11-50

Company Address: 790 Newtown Yardley Road, Newtown, Pennsylvania, United States

Twenty Acre Capital Contact Details

Name Title LinkedIn Phone Email
Steve Zang Chief Financial Officer And Chief Compliance Officer
Requires/Intent
Digital Marketing
Advertising
Institutional Asset Management
HR & Payroll Services
and more

75. Turner Investment Partners

Industry: Investment Management

Location: Pennsylvania

Website: turnerinvestments.com

Company Founded: 1990

Company Size: 51-200

Turner Investment Partners Contact Details

Name Title LinkedIn Phone Email
Justin Edell Director
Julian Jobe Project Manager
Rick Mercer Database Administrator
Frank Turner Real Estate
Requires/Intent
Branding
IT Support
IPO Advisory
and more

76. Sunstone Capital Group

Industry: Investment Management

Location: Pennsylvania

Company Size: 11-50

Sunstone Capital Group Contact Details

Name Title LinkedIn Phone Email
Z Andrew Zielinski Managing Partner
Requires/Intent
M&A Advisory
Predictive Analytics
and more

77. Fiducia Group, Llc

Industry: Investment Management

Location: Pennsylvania

Website: fiduciaretirement.com

Company Founded: 2008

Company Size: 1-10

Company Address: 100 West Station Square Drive, Pittsburgh, Pennsylvania, United States

Fiducia Group, Llc Contact Details

Name Title LinkedIn Phone Email
Steven Bartoszewicz Associate
Requires/Intent
AI-Powered Financial Forecasting
Portfolio Management Solutions
and more

78. Rkl Wealth Management Llc

Industry: Investment Management

Location: Pennsylvania

Website: rklwealth.com

Company Size: 11-50

Company Address: 1800 Fruitville Pike, Lancaster, Pennsylvania, United States

Rkl Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Tyler Harris Senior Wealth Analyst
Michele Trostle Administrative Assistant
Requires/Intent
AI-Based Credit Risk Assessment
AI-Powered Financial Forecasting
Public Relations
Market Research
CRM Systems
and more

79. Dt Investment Partners, Llc

Industry: Investment Management

Location: Pennsylvania

Website: dtinvestmentpartners.com

Company Size: 1-10

Company Address: 1 Dickinson Drive, Chadds Ford, Pennsylvania, United States

Dt Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Stacey Scheb Chief Compliance Officer
Lingyao Chao Assistant Portfolio Manager
Requires/Intent
E-commerce Integration
ERP Solutions
Financial Due Diligence
AI-Based Credit Risk Assessment
and more

80. Castle Hill Capital

Industry: Investment Management

Location: Pennsylvania

Website: castlehill.capital

Company Founded: 2016

Company Size: 1-10

Company Address: 1810 East Market Stree, York, Pennsylvania, United States

Castle Hill Capital Contact Details

Name Title LinkedIn Phone Email
Jonathan Maula President And Owner
Requires/Intent
IoT
AI
Financial Management
High-Frequency Trading Solutions
and more

81. Walsky Investment Management

Industry: Investment Management

Location: Pennsylvania

Website: walsky.com

Company Size: 1-10

Company Address: 2650 Westview Drive, Wyomissing, Pennsylvania, United States

Walsky Investment Management Contact Details

Name Title LinkedIn Phone Email
Craig Hafer President
Requires/Intent
Private Wealth Management
Smart Contracts For Investment
Cloud Solutions
AI Chatbots
and more

82. Penn Capital Partners

Industry: Investment Management

Location: Pennsylvania

Website: penncp.com

Company Founded: 2009

Company Size: 1-10

Penn Capital Partners Contact Details

Name Title LinkedIn Phone Email
Mark Dawejko Managing Partner
Requires/Intent
E-commerce Integration
Data Security
FinTech Solutions For Investment Firms
ERP Solutions
and more

83. Permit Capital Advisors, Llc

Industry: Investment Management

Location: Pennsylvania

Website: permitcapital.com

Company Founded: 2011

Company Size: 1-10

Company Address: 100 Front Street, West Conshohocken, Pennsylvania, United States

Permit Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Caren Holzhauer Investment Operations Associate
Requires/Intent
Digital Asset & Cryptocurrency Investment
Financial Due Diligence
and more

84. The Philadelphia Trust Company

Industry: Investment Management

Location: Pennsylvania

Website: philadelphiatrust.com

Company Founded: 1999

Company Size: 11-50

The Philadelphia Trust Company Contact Details

Name Title LinkedIn Phone Email
Matthew Walker Executive Vice President
Requires/Intent
Tax Optimization For Investments
Compliance & Risk Management
Digital Marketing
IT Support
M&A Advisory
and more

85. Mount Lucas Management

Industry: Investment Management

Location: Pennsylvania

Website: mtlucas.com

Company Founded: 1986

Company Size: 11-50

Company Address: 405 South State Street, Newtown, Pennsylvania, United States

Mount Lucas Management Contact Details

Name Title LinkedIn Phone Email
Kevin Reid Assistant Vice President-investor Relations At Mount Lucas Management Lp
Requires/Intent
High-Frequency Trading Solutions
Robo-Advisors & AI Trading
and more

86. Chenery Compliance Group

Industry: Investment Management

Location: Pennsylvania

Website: chenerycompliance.com

Company Founded: 2015

Company Size: 1-10

Company Address: 100 Matsonford Road, Radnor, Pennsylvania, United States

Chenery Compliance Group Contact Details

Name Title LinkedIn Phone Email
Aifâ Colleen Kelly Director
Christopher Ford Consultant
Requires/Intent
HR & Payroll Services
AI Chatbots
Digital Asset & Cryptocurrency Investment
and more

87. Tower Bridge Advisors

Industry: Investment Management

Location: Pennsylvania

Website: towerbridgeadvisors.com

Company Founded: 2001

Company Size: 11-50

Company Address: 101 West Elm Street, Conshohocken, Pennsylvania, United States

Tower Bridge Advisors Contact Details

Name Title LinkedIn Phone Email
Chad Imgrund Senior Research Analyst
Joseph Devlin Principal
Requires/Intent
IT Support
Software Development
and more

88. Integrated Capital Management, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: icm-invest.com

Company Founded: 2009

Company Size: 11-50

Company Address: 50 Alberigi Drive, Jessup, Pennsylvania, United States

Integrated Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
William Stogner Manager
Requires/Intent
AI-Powered Financial Forecasting
ERP Solutions
CRM Systems
and more

89. Gardner Russo & Gardner

Industry: Investment Management

Location: Pennsylvania

Company Size: 11-50

Company Address: 223 East Chestnut Street, Lancaster, Pennsylvania, United States

Gardner Russo & Gardner Contact Details

Name Title LinkedIn Phone Email
Elliot Tompras Research Associate
Requires/Intent
SEO
HR & Payroll Services
and more

90. Sawtooth Investments Llc

Industry: Investment Management

Location: Pennsylvania

Company Size: 1-10

Company Address: 123 North Main Street, Dublin, Pennsylvania, United States

Sawtooth Investments Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Talbot Maintenance Supervisor
Requires/Intent
AI-Based Credit Risk Assessment
Financial Management
IoT
Cloud Hosting
Branding
and more

91. Wescott Financial Advisory Group, Llc

Industry: Investment Management

Location: Pennsylvania

Website: wescott.com

Company Founded: 1987

Company Size: 11-50

Company Address: 30 South 17th Street, Philadelphia, Pennsylvania, United States

Wescott Financial Advisory Group, Llc Contact Details

Name Title LinkedIn Phone Email
Susan Green Senior Financial Advisor And Director Of Financial Planning Standards At Wescott Financial
Requires/Intent
IoT
Digital Marketing
Risk Management & Compliance
Compliance & Risk Management
Customer Relationship Management
and more

92. Arba Credit Investors

Industry: Investment Management

Location: Pennsylvania

Website: arbacredit.com

Company Founded: 2019

Company Size: 1-10

Arba Credit Investors Contact Details

Name Title LinkedIn Phone Email
James Grap Principal
Requires/Intent
Smart Contracts For Investment
Investor Relations & Reporting
and more

93. Addison Capital

Industry: Investment Management

Location: Pennsylvania

Website: addisoncapital.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Addison Capital Contact Details

Name Title LinkedIn Phone Email
Michael Durette Executive Vice President
Requires/Intent
Web Development
Accounting
Market Research
IT Support
E-commerce Integration
and more

94. Clarus Capital

Industry: Investment Management

Location: Pennsylvania

Website: claruscapital.org

Company Founded: 2015

Company Size: 11-50

Company Address: 500 College Avenue, Swarthmore, Pennsylvania, United States

Clarus Capital Contact Details

Name Title LinkedIn Phone Email
Luke Ingersoll Member
Requires/Intent
AI Chatbots
Public Relations
and more

95. Philadelphia International Advisors

Industry: Investment Management

Location: Pennsylvania

Website: piadvisors.net

Company Size: 11-50

Philadelphia International Advisors Contact Details

Name Title LinkedIn Phone Email
Christopher Delpi Researchanalyst, Partner
Gina Zhang Partner
Requires/Intent
CRM Systems
AI-Powered Financial Forecasting
and more

96. Rcl Capital Management

Industry: Investment Management

Location: Pennsylvania

Website: rclcapital.com

Company Size: 1-10

Company Address: 2573 Cole Road, Wexford, Pennsylvania, United States

Rcl Capital Management Contact Details

Name Title LinkedIn Phone Email
Ron Leonard Founder And Principal
Requires/Intent
IPO Advisory
Data Security
Software Development
Technology
and more

97. Geoinvesting, Llc

Industry: Investment Management

Location: Pennsylvania

Website: geoinvesting.com

Company Founded: 2007

Company Size: 11-50

Company Address: 4440 Township Line Road, Skippack, Pennsylvania, United States

Geoinvesting, Llc Contact Details

Name Title LinkedIn Phone Email
Daniel France Chief Financial Officer And Lead Analyst
Requires/Intent
M&A Advisory
AI
and more

98. Drexel Morgan Capital Advisers, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: drexelmorgancapital.com

Company Founded: 1980

Company Size: 11-50

Drexel Morgan Capital Advisers, Inc. Contact Details

Name Title LinkedIn Phone Email
Mary Askew Client Relationship Coordinator
Requires/Intent
Hedge Fund Strategies
Smart Contracts For Investment
HR & Payroll Services
and more

99. Capital Management Services, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: cms-advisors.com

Company Founded: 1986

Company Size: 11-50

Company Address: 175 Stafford Avenue, Wayne, Pennsylvania, United States

Capital Management Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Zimmerman Chief Technical Stock Market Analyst
Requires/Intent
Tax Optimization For Investments
Digital Asset & Cryptocurrency Investment
and more

100. Xpyria Investment Advisors, Inc.

Industry: Investment Management

Location: Pennsylvania

Website: xpyriainvest.com

Company Founded: 1990

Company Size: 11-50

Company Address: 401 Liberty Avenue, Pittsburgh, Pennsylvania, United States

Xpyria Investment Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
John Cummings Principal And Chief Compliance Officer
Requires/Intent
Data Security
Customer Relationship Management
Portfolio Management Solutions
High-Frequency Trading Solutions
and more
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Pennsylvania Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Lou Pellicori The Glenmede Trust Company, N.a. Managing Director, Chief Applications And Technology Officer
2 Mark Hays The Glenmede Trust Company, N.a. Director Of Sustainable And Impact Investing
3 Cfpâ Adam T. Douberly The Glenmede Trust Company, N.a. Regional Director
4 Steve Crifasi The Glenmede Trust Company, N.a. Wealth Advisor
5 Scott Eng The Glenmede Trust Company, N.a. Salesforce Architect
6 Olumide Onafowora The Glenmede Trust Company, N.a. Associate Counsel
7 Jonathan Huang The Glenmede Trust Company, N.a. Portfolio Management Intern
8 Preston Connell Hamilton Lane Director Of Sales, Cobalt Lp
9 Ana-maria Satmar Hamilton Lane Fund Investment
10 Kate Mcgann Hamilton Lane Vice President, Public Relations
11 Aden Tang Hamilton Lane Private Equity Investment Analyst
12 John Lawlor Hamilton Lane Relationship Management Analyst
13 Steve Gruber Hamilton Lane Managing Director
14 Travis Henning Hamilton Lane Principal, Direct Credit
15 Leonard Hill Hartford Funds Regional Vice President: Advisor Consultant
16 Alexandria Wachtel Hartford Funds Regional Vice President - Advisor Consultant
17 Joel Minnick Hartford Funds National Accounts Manager - Dcio
18 Kimberly Cheng Hartford Funds Regional Vice President, Advisor Consultant
19 Patrick Coyle Hartford Funds Regional Vice President - Advisor Consultant
20 Richard Benn Hartford Funds Regional Vice President
21 Bill Roche Hartford Funds Senior Product Management , Investment Consultant, Investment Advisory Group
22 Ehab Shamy American Financial Group Managing Director
23 Karl Grafe American Financial Group Vice President
24 Evan Leffler American Financial Group Senior Systems Administrator 2
25 Bradley Mazan American Financial Group Sec Reporting Specialist
26 Darla Sharp American Financial Group Divisional Assistant Vice President
27 Alex Glutz American Financial Group Investment Analyst
28 Sarah Locey American Financial Group Senior Flight Administration Coordinator
29 David Russell Brandywine Global Investment Management Project Manager
30 Alison Rogers-mccoy Brandywine Global Investment Management Chief Human Resources Officer
31 Mark Solomon Brandywine Global Investment Management Director, Client And Trading Operations
32 Tad Fetter Brandywine Global Investment Management Director, Head Of Global Sales And Client Service
33 Mark Juelis Brandywine Global Investment Management Senior Vice President - Financial Intermediaries
34 Jessica Sanchez Brandywine Global Investment Management Performance Analyst
35 Sorin Roibu Brandywine Global Investment Management Portfolio Manager - International And Research Analyst: U.s And International, Generalist, Value
36 Wesley Gray Alpha Architect, Llc Chief Executive Officer And Chief Information Officer
37 Michael Pagano Alpha Architect, Llc Independent Board Member Of Etf Trust
38 Kyle Baxter Alpha Architect, Llc Director Of Portfolio Services
39 Tao Wang Alpha Architect, Llc Managing Member
40 Chris Keyes Alpha Architect, Llc Senior Project Manager

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oklahoma 148
37 Investment Management Startups and Companies in Oregon 298
38 Investment Management Startups and Companies in Rhode Island 36
39 Investment Management Startups and Companies in South Carolina 129
40 Investment Management Startups and Companies in South Dakota 13
41 Investment Management Startups and Companies in Tennessee 251
42 Investment Management Startups and Companies in Texas 448
43 Investment Management Startups and Companies in Utah 356
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Pennsylvania

No. Cities Number of Contacts Download
1 Investment Management Companies in Philadelphia 4212
2 Investment Management Companies in Pittsburgh 1560