Our Team

Talbot Jones Albert, IV

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Chairman of the Board
Baltimore, MD Office

Sammy Barsa

Investment Advisor Representative
Vice President – Investments
Mendham Township, NJ


Sheila Beck

Sr. Customer Service Representative,
Chapin Davis Insurance
Peoria, IL Office


John Richard Boo

Senior Portfolio Manager,
JRB Capital Portfolio 1 — Investment Advisor Representative
Baltimore, MD Office

Richard Briggs

CCO
Baltimore, MD Office

Thomas A. Brubaker

Board of Directors
Senior Vice President, Investments
Peoria, IL Office

Mary Braun

Vice President, Investments
Baltimore, MD Office

Rick Coale

Investment Advisor Representative
Baltimore, MD


Craig Diamond

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Alex Frisch

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Michael A. Galantino

President Capital Markets
Bala Cynwyd, PA.

Jeffrey Goldman

Vice President — Investment Advisor Representative
Baltimore, MD Office

Kevin Goodman

Fixed Income Trading
Baltimore, MD Office

Stephanie Elliott

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President & CEO
Baltimore, MD Office

David A. Gray

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Senior Vice President — Investment Advisor Representative
Peoria, Illinois Office

George Grewe

Vice President — Investment Advisor Representative
Baltimore, MD Office

Jim Halle

Vice President, Investments
Baltimore, MD Office

Elisabeth Albert Hayes

Board of Directors
Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Dori Higdon

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Operations Professional
Peoria, IL Office

Steve Kurzweil

Vice President — Investment Advisor Representative
Baltimore, MD Office

Floyd Lankford, III

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Investment Advisor Representative
Baltimore, MD Office

Keith Murray, CFP®

Board of Directors
Certified Financial Planner™
SVP—Investment Advisor Representative
Baltimore, MD Office

Victor Norris

Vice President, Investments
Baltimore, MD Office

John Oliver

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Registered Sales Assistant — Investment Advisor Representative
Baltimore, MD Office

Michele Pasquale

Vice President, Investments
Juniper, FL Office

Joe Paul

Director of Business Development, Independent Business Channel
Doylestown, PA

Jorge Pelaez

Sr. Vice President — Investment Banking
Philadelphia, PA Office

Carol Scicchitano

Branch Manager, Principal
Bala Cynwyd, PA.

Kyle Simmons

Sr. Staff Controller
Baltimore Office

Luke Smith

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Equity Trader
Registered Options Principal
Baltimore, MD Office

Jay Smith

Vice President — Investment Advisor Representative
Baltimore, MD Office

Mark Swensen

Vice President — Investment Advisor Representative
Baltimore, MD Office


Jennifer Taber

Sr. Registered Sales Assistant
Doylestown, PA

Thomas Thibeault, Sr.

Board of Directors
Vice President — Investment Advisor Representative
Baltimore, MD Office

Stephanie Truant

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Chief Administrative Officer
Chapin Davis Insurance 

Baltimore, MD Office

 

Janet Wiand

Senior Administrative Assistant
Baltimore, MD Office