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About Us
Our Team
Contact Us
Career Opportunities
Investments
Asset Management
Financial Planning
Asset Allocation
Research
Insurance Services
Chapin Davis Foundation
OSF Legacy of Hope
Our Team
Talbot Jones Albert, IV
Chairman of the Board
Baltimore, MD Office
Sammy Barsa
Investment Advisor Representative
Vice President – Investments
Mendham Township, NJ
Nancy Boo
Vice President,
Registered Representative and Investment Advisor Representative
Baltimore, MD Office
Thomas A. Brubaker
Board of Directors
Senior Vice President, Investments
Peoria, IL Office
Mary Braun
Vice President, Investments
Baltimore, MD Office
John Crain
Senior Vice President, Registered Representative and Investment Advisor Representative
Baltimore, MD
Scott Mann
Director of Technology
Baltimore, MD
Craig Diamond
Senior Vice President
— Investment Advisor Representative
Baltimore, MD Office
Alex Frisch
Senior Vice President
— Investment Advisor Representative
Baltimore, MD Office
Rob Kaehler
Chief Compliance Officer
Baltimore, MD Office
Denise Logan
Branch Administrator
Baltimore, MD Office
Jeffrey Goldman
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Michael A. Galantino
President Capital Markets
Bala Cynwyd, PA.
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
Steve Kurzweil
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Michael Reynolds
Sr. Vice President
Philadelphia, PA Office
Brenda Moyer
Sr. Vice President
Philadelphia, PA Office
Rachael DeVeau
Registered General Securities Representative
Baltimore, MD Office
Kelly Fischer
Registered Client Associates
Philadelphia, PA 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
Registered Sales Assistant
— Investment Advisor Representative
Baltimore, MD Office
William J. Pearce
Sr. Vice President
Philadelphia, PA Office
Ken Leith
Sr. Vice President – Investment Banking
Philadelphia, PA Office
Carol Scicchitano
Branch Manager, Principal
Bala Cynwyd, PA.
Luke Smith
Equity Trader
Registered Options Principal
Baltimore, MD Office
Duke Surber
Financial Advisor
Peoria, IL Office
Thomas Thibeault, Sr.
Board of Directors
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Kelsey Paine
Accountant
Baltimore, MD Office
Stephanie Truant
Chief Administrative Officer
Human Resources Director
Baltimore, MD Office
Dawn Weber
Operations Manager
Baltimore, MD Office
Janet Wiand
Senior Administrative Assistant
Baltimore, MD Office