Partners

The Financial Planning Association of Philadelphia Tri-State Area members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits to our members. Our sponsors are helping to assist FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members. Click here to learn about our Partnership Opportunities.

THANK YOU to our 2010 Partners!

Gold Partners

Chubb Personal Insurance

Chubb Personal Insurance
Daniel T. Mills
215-981-8159
dmills@chubb.com

Clark Capital Management Group


Paul Binnion
215-569-2224 x233
pbinnion@ccmg.com

MandMarblestone Group llc.

the MandMarblestone Group, llc
Robert Mand
215-222-5000
rmand@mand.com

Pioneer Investment Management

Pioneer Investments Management
Joseph Simon
610-406-7544
Joseph.Simon@pioneerinvestments.com

Schooner Funds

Schooner Investment Group, LLC
Janielle Lucas
610-977-2090
Janielle@schoonerfunds.com

Stadion Funds

Stadion Funds
David J. Weisman
215-801-4977
dave.weisman@stadionmm.com

Turner Investment Partners

Turner Investment Partners
Steve Topley
484-329-2300
stopley@turnerinvestments.com

 

Silver Partners

CPS Elite Advisors Insurance Services

Lee Conti
866-448-1829
lconti@cpseainsurance.com

Curian Capital

Anthony Gonzales
215-435-4953
anthony.gonzales@curian.com

Goldman Sachs Asset Management

Chris Cavanagh
614-915-6540
christopher.cavanagh@gs.com

Green Drake Partners, LLC.

Paul Sloate
610-687-7766
psloate@greendrakepartners.com

The Hartford

William Dougherty
610-993-4877
william.dougherty@thehartfordfunds.com

The Philadelpia Foundation

Pat Meller
215-863-8117
pmeller@philafound.org  

SEI

Frank Byrd
610-676-1523
fbyrd@seic.com

St. Joseph's University MS in Financial Services
Erivan K. Haub School of Business

David M. Benglian
610-660-1626
david.benglian@sju.edu  

WM Straub Group

Donald R. Foster
484-431-2178
donfoster@wmstraubgroup.com

 

Spring Symposium and Fall Retreat

Aston Asset Management

Joseph Hays
856-437-6096

Direxionfunds

Thomas C. Laxton
617-399-8818

Interactive Advisory Software (IAS)

Joe Bagget
678-423-4480

Intervention Associates

Lou Horvath
610-254-9001

Laserfiche

Marcel Tsai
562-988-1688 x191

 Louvier's Mortgage (N/C)

Vincent Ingui
302-234-4129 x30

Marsh

Diane Giles
215-345-3618

Charles Schwab Advisor Services

Toni Intoccia
610-971-6594

TD Ameritrade

Kerri Harris
412-297-4290 

 

Partnership Opportunites

If you would like more information about FPA Philadelphia Tri-State Area partnership opportunities, please view the attached PDF file for more details or contact Joe Romano at 215-646-1772.

 

FPA Philadelphia Tri-State Area Chapter
P.O. Box 38 Fairless Hills, PA 19030
215-295-0729