A team approach

At CI Radnor Private Wealth, our team has an uncommon depth of expertise and breadth of experience. We combine our intellectual capital to manage your wealth from a collective perspective in order to help serve all of your financial needs seamlessly. Simply click on a name to get to know our team.

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Michael N. Mattise

CFP®, CAIA

Partner, Wealth Advisor, Chief Investment Officer

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Carl M. Rosenfeld

CPA, CFP®

Partner, Wealth Advisor

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Stephanie R. Vermillion

 

Partner, HR Director, Compliance Director

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Haley Langan

CFP®

Associate Wealth Advisor

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Bryan R. Blades

CFP®

Wealth Advisor

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Jacalyn E. Cooper

 

Client Service Administrator

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Ryan J. Egolf

 

Associate Financial Planner

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Max Elfenbein

 

Associate Financial Planner

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Derrick J. Goodenow

CFP®

Associate Wealth Advisor

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Alyssa M. Heron

CFP®

Financial Planner

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Michael J. Higgins

 

Associate Financial Planner

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Austin D. Hoggan

CFP®

Wealth Advisor

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Tenira M. Horton

 

Client Service Associate

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Brian J. Jacobs

CFA, CFP®, CIMA®

Partner, Wealth Advisor

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Teresa R. Logan

 

Associate Analyst

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Joseph N. Moffitt

 

Analyst

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Ashley D. Nimon

 

Associate Financial Planner

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Kapil K. Patel

 

IT & Operations Manager

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Megan J. Porter

 

Client Service Administrator

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Katie R. Riesberg

 

Associate Financial Planner

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Joshua Rodriguez

 

Tax Associate

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Caity B. Salinsky

 

Client Service Associate

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Casey Z. Shure

CFP®, CPA

Partner, Wealth Advisor

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Lillia A. Smith

CFP®

Financial Planner

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Justin M. Spike

CFP®, CPA

Partner, Wealth Advisor

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Austin J. Starling

 

Analyst

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Extensive credentials working for you

We are passionate about what we do, and we have the credentials to prove it. Our team of financial advisors maintains numerous financial licenses and credentials to help ensure that the advice we provide is sound, strategic, and based on a modern financial worldview.

 

A designation given by the American Institute of Certified Public Accountants that distinguishes individuals committed to protecting the public interest.

What it means to you: I can provide a unique perspective not only on your tax situation, but on the financial health of potential investments.

This certification identifies individuals who have met rigorous professional standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

What it means to you: I understand the entire spectrum of financial concerns and can help build a plan to address all of them.

This designation identifies professionals with expertise in manager research, due diligence, asset allocation and risk management for alternative assets like hedge funds, private equity, real estate and more.

What it means to you: I understand how to evaluate and incorporate alternatives into portfolios in order to enhance performance, reduce risk or both.

A designation from the Institute of Business & Finance that identifies professionals with expertise in mutual funds.

What it means to you: I have deep expertise in determining which mutual funds may best meet your unique needs.

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