|
Senior Management Team
|
 |
Michael Donnelly
President/CEO |
As founder and senior execute of Donnelly Steen & Company, Michael oversees the day to day operations of this US SEC Registered Investment Advisory firm. He serves as the Chief Compliance Officer with a keen eye on the regulatory aspects of the company and industry. He has the privilege of co-chairing the Investment Strategy Group which initiates and maintains due diligence on the widespread investments. managers and strategies employed by Donnelly Steen & Company's highly educated advisors and managers.
He enjoys his role in DSCO's Managed Account platform which together with his LSA Analytics team emphasizes winning by not losing and is especially integral in The Compass Portfolios that Donnelly Steen & Company provides to investors.
Michael is blessed to have a close family. His wife, Robyn, works in the operations and transition team of DSCO. His sons Michael and Ian attend the Tower Hill School in Wilmington, DE. And they are expecting their third child in December 2011. They reside in North Delaware. Michael is grateful for his Dickinson College (1990) education and all the industry-related training that he has received.
Mike@DonnellySteen.com |
|
|
 |
Charles Reiling
General Counsel |
Charles background brings a very real benefit to Donnelly Steen clients. He has served as CEO of a trust company, been a founding member of his own consulting firm that focused on marketing trust and investment operations for the community banking sector and also is an investor and partner in a specialty distribution company. An attorney, Charles has been working with high net clients for nearly fifteen years to develop sound estate and investment plans. Charles@DonnellySteen.com |
|
 |
Steve M. Richards
National Sales
Manager |
Steve Richards has the responsibility to oversee the satisfaction of all clients and Investment Advisor Representatives. As NSM, Steve is the liaison between the home office in Wilmington, DE and all satellite offices. All IARs that join the organization are involved with Steve for a smooth and seamless transition. His background in trust services, banking and investment advising uniquely qualifies Steve to provide a multitude of solutions for clients and reps alike. Richards@DonnellySteen.com |
|
 |
Matthew Gensler
Chief Investment Officer
|
Matthew Gensler joined Donnelly Steen Gensler Asset Management LLC (DSGAM) as its President and Chief Investment Officer during June 2010. Mr. Gensler develops firm investment strategy and manages diversified investment portfolios on behalf of DSGAM clients. Clients include individuals, families, foundations, non-profit organizations, pension plans and corporations.
Typically, investments include U.S. and international equities as well as a variety of fixed income securities. Smaller portfolios also include mutual fund investments. Asset allocation is a major element in managing client portfolios.
Matthew utilizes a conservative, value oriented approach in the management of client assets. Early in his professional training, while at Columbia University’s Business School, Matthew was heavily influenced by the value investing and “margin of safety” philosophies developed at the school by Benjamin Graham. Graham is best known as Warren Buffet’s teacher and mentor, and he has provided the intellectual framework for many successful value investors. Matthew has utilized the value investing philosophy throughout his twenty five year career in investment management and mergers & acquisitions.
Prior to joining DSGAM, Matthew was the Managing Director and Portfolio Manager of Ravenswood Capital Group, a value investing asset management organization. His previous position was Managing Director and Portfolio Manager at New York based investment manager, A.R. Schmeidler & Co. He was also a member of the firm’s Investment Committee.
Matthew has held senior level positions at HSBC, Deloitte & Touche and Hill Thompson Capital Markets. While at HSBC, one of the largest banks in the world, Matthew gained significant international experience.
Matthew has lectured before the Wall Street Special Interest Group, Touro College, The Private Equity Roundup and other groups. His column on financial planning matters has appeared in newspapers across the United States.
Matthew received his MBA from Columbia University’s Business School, graduating with Beta Gamma Sigma honors. He is a Magna Cum Laude graduate of Brown University.
Gensler@DonnellySteen.com |
|
 |
Matt Rakerd
|
Matt has 16 years of experience in the financial planning and investment field. He specializes in wealth creation and preservation for executives, successful business owners, and affluent individuals. He emphasizes sound advice and appropriate solutions with products and services acting as the tools for his clients success. Matt works with client's existing advisors when necessary to create a strategy that encompasses their entire financial situation. He is committed to providing and offering excellent service and assisting clients in the areas of financial planning, investment management, estate planning, and risk management. Rakerd@DSCoastal.com |
|
Specialists
| Fixed Income |
 |
John McNichol
Fixed Income
Specialist |
John has over 30 years experience in the financial services industry. The majority of his work has been as a trader in Fixed Income, as well as New Issue Syndicates and Sales. He started his career as a Municipal bond trader at Kidder, Peabody after graduating from Mount Saint Mary’s College, Emmitsburg, MD with a BA in History. In addition, he has managed trading desks at E.F Hutton, Legg Mason and Pennsylvania Merchant Group. Most recently at Vanguard he was responsible for assisting High Net Worth individuals with their Fixed Income holdings. As part of DSCO Coastal Equities he is responsible for all Fixed Income activities. John holds FINRA 7,24,52,53 & 63 licenses. A PIAA Basketball official, He resides in West Chester, PA with his wife Mary and their three sons. mcnichol@dscoastal.com |
| Certified Public Accountant and
Employee Benefits |
 |
Kurtis J. Stroemel,
CPA, CBC
Investment Advisor Representative |
Kurtis J. Stroemel, CPA, CBC, is president of HR&S Financial Services, LLC, which specializes in employee benefit and life insurance planning, creating strategic group benefit and retirement programs for family-owned companies and middle market businesses in Pennsylvania, New Jersey and Delaware.
As a certified public accountant (CPA), chartered benefit consultant (CBC), insurance consultant and investment advisor, Kurt brings broad expertise to the planning process, considering both the financial and tax implications of long-range benefit programs. HR&S Financial Services offers a complete line of group insurance, voluntary and tax-advantaged benefit plans as well as pension, profit sharing and 401k plans tailored to an organization’s specifications. Contact Kurt at kstroemel@hrsfinancial.com or 215-972-5062. |
| Attorneys |
|
Charles Reiling
General Counsel |
Charles background brings a very real benefit to Donnelly Steen clients. He has served as CEO of a trust company, been a founding member of his own consulting firm that focused on marketing trust and investment operations for the community banking sector and also is an investor and partner in a specialty distribution company. An attorney, Charles has been working with high net clients for nearly fifteen years to develop sound estate and investment plans. Charles@DonnellySteen.com |
| Institutional Consulting |
 |
Michael Kushner
Director of Retirement Planning |
With over 12 years of experience in the financial services industry, Michael Kushner serves as the Director of Retirement Planning for the Institutional Consulting Group of Donnelly Steen & Co. The Institutional Consulting Group provides comprehensive solutions in all areas of qualified and non-qualified retirement plans, including customized plan design and implementation, investment analysis and selection, and participant education and communication.
Michael is a veteran of the United States Air Force and attended Penn State University. Prior to joining Donnelly Steen & Co, Michael worked for an international investment consulting firm. He uses his military experience and education to bring accountability and measured results to his clients.
Born and raised in Philadelphia, Michael currently lives in Southern New Jersey with his wife Lisa and their 3 children. In his spare time, Michael is a volunteer pilot with Angel Flight East, a non-profit organization dedicated to serving the community by providing free air transportation to medical patients who cannot afford commercial travel. Kushner@DSCoastal.com |
|
Mid-Atlantic Team Reps
|
 |
Robert Davis
Investment Advisor Representative |
Mr. Davis advises individuals and small business owners on strategies for maximizing wealth and income. He
joins DSCO in creating customized portfolios to meet clients‚ goals while accommodating their individual risk tolerances.
Mr. Davis services also include trust and estate planning, risk management, business valuations and succession planning
for closely-held and family-owned businesses. BobDavis@DonnellySteen.com |
|
 |
Frank Pingatore III
Financial Advisor |
Frank is a 23 year veteran of the financial services industry. Frank was First Vice President with Wells Fargo Advisors. His specialities include Portfolio Management, Retirement Income as well as Insurance Planning. His clients include Corporations, Small Businesses, as well as Affluent Individuals. Frank is a graduate of the Financial Planning Institute. He also holds a B.S. from Widener University, He holds his Series 7, 63, 31 as well as his Life and Annuity Insurance licences. Frank is married with 2 children and is very active in the community. He has spent countless hours coaching youth sports teams as well as volunteering for various charitable organizations. Frank is an avid golfer and also enjoys spending time performing wit his musical group. Pingatore@DSCoastal.com |
|
 |
Charlie Sobel
Administrative Assistant
|
Charlie is Personal Assistant to the Account Representatives and ensures Client Satisfaction at Donnelly Steen and Company. He brings with him twenty years of experience in sales and account management. He has his Bachelors in Management from Rutgers University and understands the importance of Client Satisfaction. Charlie@DonnellySteen.com
|
|
Central Pennsylvania Team
|
 |
Raymond Kraft, Jr.
Regional Vice
President |
Raymond joined Donnelly Steen & Company as the Regional Vice President of our wealth advisory group located in the York, PA market. He brings with him more than 30 years banking, trust and wealth management experience. Ray is a Certified Retirement Services Professional awarded by the Institute of Certified Bankers and a graduate of the University of Baltimore an affiliate of the University of Maryland system. He has worked in the Washington, DC and Maryland regions for a large regional banking institution as well as a local bank familiar to the York market as the Vice President and Wealth Relationship Market Leader. Ray understands the need for advisory services at all stages of wealth accumulation and the services necessary to maintain quality of life at retirement. He is currently a board member of several charitable foundations serving the York community. Kraft@DonnellySteen.com |
|
 |
Ross Fronk
Account Executive
|
Ross joined Donnelly Steen & Company in March of 2009, as an insurance services consultant. He began his career as a Property & Casualty claims adjuster at the Mid-Atlantic Regional Claims Office of Horace Mann Insurance Company in York, PA. Prior to making his move to the brokerage side of the insurance industry, Ross earned the Associate in Claims (AIC) designation from the American Institute for Chartered Property and Casualty Underwriters and the Insurance Institute of America. He has since progressed to insurance solutions and financial services. Ross holds his Series 65, as well as Property & Casualty, Life, Health, & Annuity insurance licenses. On top of holding his resident insurance licenses in Pennsylvania, he is also licensed in 7 other states – Delaware, Georgia, Louisiana, Maryland, Michigan, New Jersey and Virginia.
Most recently, he earned his certification as a Management Liability Insurance Specialist (MLIS™), from the International Risk Management Institute. The MLIS™ designation recognizes specialized expertise in the fundamentals of professional liability insurance and the more specific nuances of directors and officers liability, employment practices liability, and fiduciary liability exposures and insurance.
As the managing partner of Donnelly Steen Risk Advisors, Ross has established the superior multi-faceted approach to client service by combining investment advisory with insurance solutions. By focusing on all of the client's financial and insurance needs, he can create a full risk management program for individuals and businesses alike. Ross has recently developed relationships with elite insurance carriers to handle the complex insurance needs of our most affluent clients, including current and former professional athletes. The need for properly instituted insurance programs for the affluent is crucial to maintaining their overall financial health. Ross received his B.A. in History from Millersville University of Pennsylvania, in Lancaster, PA. He resides in Mechanicsburg, PA with his wife Kristin and his young son, Alexander. Fronk@DonnellySteen.com |
|
|
 |
Greg Bianco
Financial Advisor
|
Greg joined Donnelly Steen & Company as an all-access financial advisor, for business executives, owners, and individual investors alike. He has spent seven years enlightening and informing listeners as a broadcaster for WBAL Radio in Baltimore and WTOP Radio in Washington, DC. Now, Greg informs and enlightens clients with “sound” solutions and appropriate advice, using a vast array of products and services to generate wealth creation and preservation. He is committed to providing superior service and assisting clients in financial planning, investment management, and risk management. Bianco@DSCoastal.com |
|
 |
Lori Brown
Administrative Assistant
|
Lori serves the Central Pennsylvania Regional office as a liaison between our client members and the back offices of Donnelly Steen & Company. Her award winning customer service has earned her the well deserved confidence of the advisor, client member and management team. There are no aspects of the business that Lori cannot get the correct answer for. She has served the Lancaster, York, Maryland area for more than 25 years most recently at Fulton Financial. Lori@DonnellySteen.com
|
|
Donnelly Steen Gensler Asset Management
|
|
Matthew D. Gensler
Chief Investment Officer |
Matthew Gensler joined Donnelly Steen Gensler Asset Management LLC (DSGAM) as its President and Chief Investment Officer during June 2010. Mr. Gensler develops firm investment strategy and manages diversified investment portfolios on behalf of DSGAM clients. Clients include individuals, families, foundations, non-profit organizations, pension plans and corporations.
Typically, investments include U.S. and international equities as well as a variety of fixed income securities. Smaller portfolios also include mutual fund investments. Asset allocation is a major element in managing client portfolios.
Matthew utilizes a conservative, value oriented approach in the management of client assets. Early in his professional training, while at Columbia University’s Business School, Matthew was heavily influenced by the value investing and “margin of safety” philosophies developed at the school by Benjamin Graham. Graham is best known as Warren Buffet’s teacher and mentor, and he has provided the intellectual framework for many successful value investors. Matthew has utilized the value investing philosophy throughout his twenty five year career in investment management and mergers & acquisitions.
Prior to joining DSGAM, Matthew was the Managing Director and Portfolio Manager of Ravenswood Capital Group, a value investing asset management organization. His previous position was Managing Director and Portfolio Manager at New York based investment manager, A.R. Schmeidler & Co. He was also a member of the firm’s Investment Committee.
Matthew has held senior level positions at HSBC, Deloitte & Touche and Hill Thompson Capital Markets. While at HSBC, one of the largest banks in the world, Matthew gained significant international experience.
Matthew has lectured before the Wall Street Special Interest Group, Touro College, The Private Equity Roundup and other groups. His column on financial planning matters has appeared in newspapers across the United States.
Matthew received his MBA from Columbia University’s Business School, graduating with Beta Gamma Sigma honors. He is a Magna Cum Laude graduate of Brown University.
Gensler@DonnellySteen.com |
|
HR&S Financial
|
|
Kurtis J. Stroemel,
CPA, CBC
Investment Advisor Representative |
Kurtis J. Stroemel, CPA, CBC, is president of HR&S Financial Services, LLC, which specializes in employee benefit and life insurance planning, creating strategic group benefit and retirement programs for family-owned companies and middle market businesses in Pennsylvania, New Jersey and Delaware.
As a certified public accountant (CPA), chartered benefit consultant (CBC), insurance consultant and investment advisor, Kurt brings broad expertise to the planning process, considering both the financial and tax implications of long-range benefit programs. HR&S Financial Services offers a complete line of group insurance, voluntary and tax-advantaged benefit plans as well as pension, profit sharing and 401k plans tailored to an organization’s specifications. Contact Kurt at kstroemel@hrsfinancial.com or 215-972-5062. |
|
Wealth Solutions
|
|
Matt Rakerd
Financial Advisor |
Matt has 16 years of experience in the financial planning and investment field. He specializes in wealth creation and preservation for executives, successful business owners, and affluent individuals. He emphasizes sound advice and appropriate solutions with products and services acting as the tools for his clients success. Matt works with client's existing advisors when necessary to create a strategy that encompasses their entire financial situation. He is committed to providing and offering excellent service and assisting clients in the areas of financial planning, investment management, estate planning, and risk management. Rakerd@DSCoastal.com |
|
Winther Asset Management
|
 |
J. Phillip Winther
Financial Advisor |
Phil Winther has been in the financial services industry for over 14 years. Phil is a decorated United States Marine Corps Veteran who took pride in serving his country and has been
recognized for his diligent service with honorary medals. While serving his country, he continued his education for two Bachelors degrees in Finance and International Business
from Pennsylvania State University. Phil has used his educational and service experiences to work for several international investment firms which gave him the hands on knowledge of
institutional retirement plans, portfolio and asset management which was focused on sound and conservative investments for their banking and individual clientele.
Phil formed Winther Asset Management based on the principal that he would treat his clients like family and provide his community with educated investment solutions. His goal is to bring forward “Smart Ideas” that will assist his clients in developing complete financial plans that benefit them, their family and the legacy that they leave behind. Phil accomplishes this goal through diversification, daily management, reduced tax payments and risk and wealth management.
Phil lives in Waxhaw, North Carolina with his fiancé, Olga and their Golden Retriever puppy, Sasha. He enjoys spending his free time with his friends and family in the community. Phil enjoys playing golf, tennis and running. He is proud to have trained and completed a 26.2 Mile Walt Disney Marathon run to raise money for the Leukemia Foundation. pwinther@WintherAssetManagement.com |
|
|
|
|
