484.254.5401

Who We Are

Investment Team

Steven L. Sanders

Chief Investment Strategist
30 Years Experience

Richard Zackroff

Portfolio Management
40+  Years Experience

Gail Habecker, CFA

Economist
35 Years Experience

Anthony Basile

Co-Chief Investment Officer
40+ Years Experience

Folu Abiona

Portfolio Management
25 Years Experience

Andrew Smith

Portfolio Management
20+ Years Experience

Craig Moyer, CFA

Co-Chief Investment Officer
40+ Years Experience

Steven E. Russell, Esq.

Portfolio Management
20+ Years Experience

Natalie Adler

Trader
25 Years Experience

Sundar Kuttalingam, CFA

Analyst
7 Years Experience

Executive Leadership

Steven L. Sanders

Chief Executive Officer

Wayne O. Leevy, CPA

Chief Operating Officer

Scott L. Rehr

Chief Administrative Officer

Richard Juliano

Chief Financial Officer

James Meehan

Chief Compliance Officer