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38 West Avenue, Wayne, PA 19087-4306 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Radnor Capital | Wayne | PA | 03/2024 | Present |
| Spouting Rock Asset Management | Bryn Mawr | PA | 09/2017 | 02/2024 |
| Kalmar Investments | Wilmington | DE | 06/2013 | 06/2017 |
I serve as a compensated trustee for families. I do not have discretion, the assets are managed by outside advisors who do have discretionary powers. I also serve as a trustee for one trust managed by Radnor Capital Management, the Diomedes Foundation. I also sit on the Investment Committee of a local non-profit, the HMS School in Philadelphia. I am not compensated. Zero hours are devoted during securities trading hours.
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