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Current Employers
Alden Capital

37 West Ave Suite 301, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-20
  • PA RA
    APPROVED
    Since 2026-04-20

Branch Locations

37 West Ave Suite 301, Wayne, PA 19087 • United States

Alden Investment Group

37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-20
  • PA RA
    APPROVED
    Since 2026-04-20

Branch Locations

37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States

Forefront Analytics, Llc

One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-06-02
  • PA RA
    APPROVED
    Since 2022-06-02

Branch Locations

One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bluestone Capital Manageent Wayne PA 06/2014 04/2022
Alden Capital Management Jenkintown PA 01/2020 05/2022
Forefront Analytics West Conshohocken PA 05/2022 Present
Allio Advisers Llc Seattle WA 10/2023 06/2025
Forefront Analytics Conshohocken PA 04/2022 Present
Gkfo Conshohocken PA 04/2022 Present
Alden Investment Group Wayne PA 01/2020 04/2022
Allio Markets, Llc Seattle WA 10/2023 06/2025
Alden Investment Group Wayne PA 04/2026 Present
Alden Capital Management Wayne PA 04/2026 Present
  • 06/2014 → 04/2022
    Bluestone Capital Manageent
    Wayne, PA
  • 01/2020 → 05/2022
    Alden Capital Management
    Jenkintown, PA
  • 05/2022 → Present
    Forefront Analytics
    West Conshohocken, PA
  • 10/2023 → 06/2025
    Allio Advisers Llc
    Seattle, WA
  • 04/2022 → Present
    Forefront Analytics
    Conshohocken, PA
  • 04/2022 → Present
    Gkfo
    Conshohocken, PA
  • 01/2020 → 04/2022
    Wayne, PA
  • 10/2023 → 06/2025
    Allio Markets, Llc
    Seattle, WA
  • 04/2026 → Present
    Wayne, PA
  • 04/2026 → Present
    Alden Capital Management
    Wayne, PA
Previous Registrations
Other Businesses

1. Forefront Analytics; Investment Related; 100 Front Street Suite 1111, West Conshohocken, PA 19428; Investment Management institutional business; Title: Training Consultant; Start date May 2022; 5 hours per month; 0 hours during trading hours; Provides training and explanations for new/continuing employees to facilitate their swift take up of new tasks. 2. Bluestone Capital;a multifaceted capacity that includes supporting portfolio management activities, assisting with business development initiatives, and contributing to quantitative research efforts. My role is generally centered on helping evaluate investment-related ideas, supporting the firm's strategic growth efforts, and assisting with research and analytical work tied to the investment process. 3. Alpha Global;provide consulting services to Alpha Global in connection with fintech-related businesses and initiatives. My involvement generally includes strategic input, business analysis, and advisory support on matters related to financial technology, business models, and related growth or operating considerations. 4. Fenix Flooring; involved in helping run Fenix Flooring, a flooring business, in a general management and support capacity. My role includes assisting with business operations, strategy, administrative matters, and other areas that help support the company's overall development and day-to-day functioning. 5. Birdsboro Cemetery; assist Birdsboro Cemetery with finance- and technology-related matters. This includes helping support financial oversight, administrative processes, and technology systems or tools used in connection with the business's operations. 6. 18North; serve as Managing Director at 18North, a family office. In that role, I am involved in overseeing and supporting the family office's activities, which may include strategic planning, investment-related matters, business evaluation, and general management responsibilities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-15
  • S65 Uniform Investment Adviser Law Examination
    2014-12-15
Designations

View on SEC IAPD

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