Affinity Wealth Management, Inc.

Description

Address: 2961 Centerville Rd Suite 310, Wilmington, DE 19808 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 652-6767Category: : Place name: : : : : Website: : Website: http://www.affinitywealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Affinity Wealth Management LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Affinity Wealth Management, Inc. Employees

Employee
Years
Job
Industry
Steven Cheshire, CFA Steven Cheshire, CFA Miami/Fort Lauderdale Area Details
Steven Cheshire, CFA's Affinity Wealth Management, Inc. Experience Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
Job Equity Investment Consultant at Affinity Wealth Management, Inc.
Industry Investment Management
Experience
Affinity Wealth Management, Inc.   Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
United Alpha   May 2003 - December 2004
Gartmore Investments   June 2002 - May 2003
State Street Global Advisors  April 1997 - June 2002
Putnam Investments  January 1994 - April 1997
Wellington Management  September 1990 - January 1993

Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Alternative Investments, Bloomberg, Asset Allocation, Equity Research, Valuation, Financial Modeling, Investment Strategies, Derivatives, Mutual Funds

Education
Boston University - School of Management   1990 — 1993
MBA, Finance

Virginia Polytechnic Institute and State University   1983 — 1988
BS, Finance

Henry Supinski Henry Supinski Greater Philadelphia Area Details
Henry Supinski's Affinity Wealth Management, Inc. Experience March 2011 - December 2012
Job Client Relationship Manager at InvestEdge, Inc.
Industry Information Technology and Services
Experience
InvestEdge, Inc.   December 2013 - Present
SAP  January 2013 - December 2013
Affinity Wealth Management, Inc.   March 2011 - December 2012
J.P Morgan Private Bank  October 2010 - March 2011
Wilmington Trust  October 2007 - October 2010

Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2011
MBA, Finance

University of Delaware - Lerner College of Business and Economics   2003 — 2007
BS, Finance / MIS

Steven A. Harper Steven A. Harper Greater Philadelphia Area Details
Steven A. Harper's Affinity Wealth Management, Inc. Experience February 2013 - August 2013
Job Brokerage Professional at Vanguard
Industry Financial Services
Experience
Vanguard  June 2014 - Present
Affinity Wealth Management, Inc.   February 2013 - August 2013
Dairy Queen  February 2008 - September 2011

Skills
Microsoft Excel, Morningstar, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Planning, Advisor CRM, Series 7, Series 63

Education
Temple University   2012 — 2014
Bachelor of Business Administration (BBA), Finance, General

Delaware County Community College   2010 — 2012
Associate of Science (AS), Business Administration and Management, General

James E. Hall, Jr. CFP® James E. Hall, Jr. CFP® Greater Philadelphia Area Details
James E. Hall, Jr. CFP®'s Affinity Wealth Management, Inc. Experience May 2003 - Present
Job Vice President at Affinity Wealth Management, Inc.
Industry Financial Services
Experience
Affinity Wealth Management, Inc.   May 2003 - Present
Affinity Wealth Management, Inc  April 2003 - Present

Skills
Strategic Planning, Investment Advisory, Securities, Financial Planning, Portfolio Management, Equities, Investment Management, Finance, Mutual Funds, FINRA, Wealth Management, Investments, Series 7, Asset Management, Management

Education
University of Delaware - Lerner College of Business and Economics

Peter F. Gaertner, CFP®, CDFA™, MBA Peter F. Gaertner, CFP®, CDFA™, MBA Greater Philadelphia Area Details
Peter F. Gaertner, CFP®, CDFA™, MBA's Affinity Wealth Management, Inc. Experience September 2013 - Present
Job Financial Advisor at Affinity Wealth Management, Inc.®
Industry Financial Services
Experience
Affinity Wealth Management, Inc.   September 2013 - Present
Affinity Wealth Management, Inc.   May 2013 - Present
JPMorgan Private Bank  July 2009 - August 2013
JPMorgan Private Bank  June 2008 - July 2009

Education
University of Delaware   2010 — 2011
Certificate, Financial Planning

Delaware State University   2007 — 2008
Master of Business Administration (MBA), Finance, General

Delaware State University   2004 — 2007
Bachelor of Science, Management; Finance

Rich Allridge Rich Allridge Washington D.C. Metro Area Details
Rich Allridge's Affinity Wealth Management, Inc. Experience 2013 - 2013
Job Financial Services and Operations Associate/Paraplanner at Kalejta Financial Management
Industry Financial Services
Experience
Kalejta Financial Management   December 2013 - Present
New York Life Insurance Company  September 2012 - January 2013
Affinity Wealth Management, Inc.   2013 - 2013
Acting For Young People and Adults   2008 - 2012
Giant Food  January 2005 - January 2006

Skills
Insurance, Microsoft Word, Microsoft Excel, Marketing, Teamwork, Financial Services, Public Speaking, Retirement Planning, Series 7, Series 63, PowerPoint, Morningstar Office, Value Line, Schwab Alliance...

Education
Haub School of Business   2008 — 2012
Finance; Financial Planning

St. Joseph's University   2008 — 2012
Bachelor of Science (BS), Finance

Anthony Smiley Anthony Smiley Newark, Delaware Details
Anthony Smiley's Affinity Wealth Management, Inc. Experience June 2015 - Present
Job Summer Intern at Affinity Wealth Management, Inc.
Industry Investment Management
Experience
Affinity Wealth Management, Inc.   June 2015 - Present
University of Delaware Blue Hen Investment Club   September 2014 - Present
J.P. Morgan   April 2015 - May 2015
W. L. Gore & Associates   June 2014 - August 2014

Education
University of Delaware - Lerner College of Business and Economics   2013 — 2017
Bachelor of Science (BS), Finance

Paul Meinville Paul Meinville Greater New York City Area Details
Paul Meinville's Affinity Wealth Management, Inc. Experience May 2011 - April 2012
Job VP National Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors  July 2012 - Present
Affinity Wealth Management, Inc.   May 2011 - April 2012
Raymond James & Associates, Inc.   April 2010 - February 2011
Ameriprise Financial  November 2008 - November 2009
Charles Schwab & Co., Inc.   March 1987 - December 2006

Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory

Education
Temple University   1981 — 1984
BA Management, Business Administration

West Chester University of Pennsylvania   1978 — 1981
Business Administration

Richard Keeley Richard Keeley Greater Philadelphia Area Details
Richard Keeley's Affinity Wealth Management, Inc. Experience 1998 - 2002
Job Relationship Manager/New Business Development
Industry Financial Services
Experience
Vanguard  2014 - Present
Independent Consultant  2011 - 2014
Callahan Company   2003 - 2011
IFMG Securities/IFS Agencies at Sovereign Bank   2002 - 2003
Affinity Wealth Management, Inc.   1998 - 2002
HCI  1990 - 1998
Velobind/GBC   1988 - 1990
Oce Business Systems   1986 - 1988

Skills
Account Management, Sales Process, Financial Services, Business Development, Qualifying Prospects, Strategic Alliances, Marketing, Financial Analysis, Sourcing, Software Documentation, Direct Sales, Recruiting, Product Marketing, Wealth Management, Relationship Management, Mutual Funds, Business Relationship..., Cross Selling, Selling, Analytics, Leadership, New Business Development, Strategic Planning, Management, Sales, Product Development, CRM, B2B, Training, Portfolio Management, Small Business, Business Strategy, Strategy

Education
Penn State University
BS in Finance, Concentration in Financial Management, Accounting, Business Law, Marketing, Speech Communications

Felicia Boyer Felicia Boyer Newark, Delaware Details
Felicia Boyer's Affinity Wealth Management, Inc. Experience November 2007 - Present
Job Sr. Accountant at Affinity Wealth Management, Inc.
Industry Investment Management
Experience
Affinity Wealth Management, Inc.   November 2007 - Present
JPMorgan Chase  May 2002 - September 2007
PFPC  January 2001 - May 2002

Education
University of Delaware   1992 — 1996
Bachelors of Science, BA concentration Finance