Left to Right: Frank Pineno, Guy (Chip) Ford, Jeff Levin, Terri Borzelleca Fad, Dick Tashjian
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Francis A. Pineno Frank has over 40 years investment industry experience, including eight years as President and CEO of a major regional brokerage and investment banking firm. He received a B.S., Operations Research, from Pennsylvania State University and his M.B.A., Finance, from Temple University. He holds the Chartered Financial Analyst (CFA) designation. Mr. Pineno is a Principal of the firm. |
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Jeffrey D. Levin Jeff has over 30 years investment industry experience, including Securities Analyst & Director of Research, and Investment Banker. He also served as CFO for a publicly traded firm. He earned a B.S., Commerce with Distinction, from the University of Virginia and his M.B.A. from the University of Richmond. He holds the Chartered Financial Analyst (CFA) designation. Mr. Levin is a Principal of the firm. |
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Terri Borzelleca Fad Terri has over 25 years investment industry experience in research and administration for a major regional brokerage firm. She received a B.S., Psychology, from James Madison University. |
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Bethany Levin Bethany previously worked for a major public accounting firm serving audit clients primarily in the financial services industry. She earned her CPA designation. Bethany received her B.S. from Carnegie Mellon and her Masters in Professional Accounting from The University of Texas at Austin, McCombs School of Business. Bethany is a Financial Analyst with the firm, focusing on investment analysis and portfolio management. |