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.
Partner, Wealth Advisor, Chief Investment Officer
Partner, Wealth Advisor
Partner, HR Director, Compliance Director
Associate Wealth Advisor
Client Service Administrator
Associate Financial Planner
Client Service Associate
CFA, CFP®, CIMA®
IT & Operations Manager
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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CI Radnor Private Wealth