Managing Partner, Institutional Advisory
Jamie joined the firm in 1998, and provides fiduciary oversight of qualified and non-qualified retirement plans as well as endowments. He is an Accredited Investment Fiduciary Auditor (AIFA), is state insurance licensed and holds FINRA securities registrations through Valmark Securities, Inc. Jamie received a B.A. in Biology from Lafayette College and a commission in the US Army through ROTC. He earned his MBA from University of Pittsburgh.
Jamie is an active supporter of many local charities and civic organizations in Chester County, Pennsylvania and has held several leadership roles on various boards and committees. He currently serves as the Co-Chair of the Downingtown Library Capital Campaign and volunteers on several fundraising committees for non-profit and political campaigns. He lives in Downingtown with his wife and three children.« Back to Financial Advisor Team