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.

Headshot

Michael N. Mattise

CFP®, CAIA

Partner, Wealth Advisor, Chief Investment Officer

View Bio

 

Headshot

Carl M. Rosenfeld

CPA, CFP®

Partner, Wealth Advisor

View Bio

 

Headshot

Stephanie R. Vermillion

 

Partner, HR Director, Compliance Director

View Bio

 

Headshot

Haley Langan

CFP®

Associate Wealth Advisor

View Bio

 

Headshot

Bryan R. Blades

CFP®

Wealth Advisor & ASSOCIATE PARTNER

View Bio

 

Headshot

Jacalyn E. Cooper

 

Client Service Administrator

View Bio

 

Headshot

Ryan J. Egolf

 

Associate Financial Planner

View Bio

 

Headshot

Max Elfenbein

 

Associate Financial Planner

View Bio

 

Headshot

Derrick J. Goodenow

CFP®

Associate Wealth Advisor

View Bio

 

Headshot

Alyssa M. Heron

CFP®

Financial Planner

View Bio

 

Headshot

Michael J. Higgins

 

Associate Financial Planner

View Bio

 

Headshot

Austin D. Hoggan

CFP®

Wealth Advisor & ASSOCIATE PARTNER

View Bio

 

Headshot

Tenira M. Horton

 

Client Service Associate

View Bio

 

Headshot

Brian J. Jacobs

CFA, CFP®, CIMA®

Partner, Wealth Advisor

View Bio

 

Headshot

Teresa R. Logan

 

Associate Analyst

View Bio

 

Headshot

Joseph N. Moffitt

 

Analyst

View Bio

 

Headshot

Ashley D. Nimon

 

Associate Financial Planner

View Bio

 

Headshot

Kapil K. Patel

 

IT & Operations Manager

View Bio

 

Headshot

Megan J. Porter

 

Client Service Administrator

View Bio

 

Headshot

Katie R. Riesberg

 

Financial Planner

View Bio

 

Headshot

Joshua Rodriguez

 

Tax Associate

View Bio

 

Headshot

Caity B. Salinsky

 

Client Service Associate

View Bio

 

Headshot

Casey Z. Shure

CFP®, CPA

Partner, Wealth Advisor

View Bio

 

Headshot

Lillia A. Smith

CFP®

Financial Planner

View Bio

 

Headshot

Justin M. Spike

CFP®, CPA

Partner, Wealth Advisor

View Bio

 

Headshot

Austin J. Starling

 

Analyst

View Bio

 

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.

LET'S TALK

Discover more about wealth management made for you.
CONTACT US