Questions? Call 484.615.6269 x104
 
 

Contact

Bryan J. Dori
President and COO

Experience » SVP Product Development & Operations at Market Street Advisors
» VP Product Development & Operations at Market Street Advisors
» Solutions Director at SEI
» Senior Product Manager at SEI Investments
» Product Manager at SEI Investments
Education Rider University
Bachelor of Science in Business Management and Organizational Behavior

Robert Lage, CFA
Executive Vice President and Co-Founder

Experience » Prudential Investments, VP
» Smith Barney, FVP Asset Management Systems Development
» Andersen Consulting (now Accenture)
Education Rutgers College of Engineering
Bachelor of Science in Industrial Engineering

Albert Chu
Senior Vice President, Chief Technology Officer

Experience » Prudential Investments, VP
» Smith Barney, VP, Director of Technology, Capital Management Division
» Andersen Consulting (now Accenture)
Education Cornell University
Bachelor of Science from College of Engineering

Edward Whelpley
Senior Vice President, Finance & Administration

Experience » Focused Consulting, Inc, Principal
» SolomonEdwardsGroup, Principal
» PricewaterhouseCoopers Consulting, Principal
» Coopers & Lybrand, Audit Senior
Education Drexel University
Bachelor of Science in Accounting
 

Peter F. Ryczek
Senior Vice President, Software Engineer

Experience » Prudential Investments, Developer, PruOnline
» Lawrence Livermore National Laboratory, Software Development
» Prudential Investments, Systems Implementation/Conversion
Education Drexel University
Master of Science, Computer Science
 
William Paterson University
Bachelor of Science, Computer Science
Bachelor of Science, Mathematics

Bill O'Toole
Senior Vice President, Director of Operations

Experience » Smith Barney, Director of Client Services
» Smith Barney, Vice President, Managed Accounts Operations
» Shearson Lehman Brothers, Senior Associate
Education St. John's University, Queens, New York

Jon Anderson
Senior Vice President, Director of Relationship Management

Experience » Mellon Private Wealth Management, VP, Senior Investment Communications Manager
» Laurel Capital Advisors, SVP, Operations & Marketing Manager
» Mellon, Mutual Fund Services Group
Education North Carolina State University
Bachelor of Arts in Industrial Design

Ronald J. Rawdon
Senior Vice President, Director of New Business Development

Experience » FolioDynamix Inc., SVP, Business Development & Relationship Management
» Vestmark, SVP, Broker/Dealer & Bank Trust Business Development
» CheckFree Investment Services, VP, Sales Management & Sales/Executive Team Member
Education Fairleigh Dickinson University
Bachelor of Science, Finance