Corestates Investment Advisors
Address: 115 Pheasant Run # 112, Newtown, PA 18940 Phone: (267) 759-5010: : : Category: : : Hours: Place name: : Website: Website: http://corestates.us/ Category: Financial consultant 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. · Own this business?Add missing informationAdd business hours 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 Corestates Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Corestates Investment Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Corestates Investment Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Corestates Investment Advisors Employees
Hartford Funds June 2012 - Present
BlackRock 2005 - 2012
BlackRock April 2001 - May 2005
BlackRock September 1998 - April 2001
CoreStates Investment Advisors June 1996 - August 1998
Meridian Asset Management February 1993 - June 1996
Skills
Portfolio Management, Performance Attribution, Risk Measurement, Fixed Income Trading, Fixed Income Products, Fixed Income, Model Portfolios, Mutual Funds, Fixed Income Research, Liquidity, Analysis, Financial Markets, Securities, Risk Management, Finance, Hedge Funds, Money Market, Funding, Asset Allocation, Strategy, Investment Management, Trading, Financial Risk, Mergers & Acquisitions, Capital Markets, Bloomberg, Economics, Options, Institutional..., Investments, Equity Research, Asset Management, Fixed Income Analysis, Financial Services, Credit, Bonds, Alternative Investments, ETFs, Derivatives, Structured Products, Trading Systems, Series 63, Investment Strategies
Education
Saint Joseph's University 2012 — 2013
Master of Business Administration (MBA)
York College of Pennsylvania 1980 — 1984
BS, Marketing
GSK September 2013 - Present
GlaxoSmithKline October 2010 - September 2013
GlaxoSmithKline August 2008 - October 2010
ArenaVision (3601 Creative Group) December 2003 - October 2009
GlaxoSmithKline February 2004 - August 2008
Philadelphia Phillies 2002 - 2004
Pioneer Studios - subsidiary of QVC, Inc. January 2001 - October 2002
QVC, Inc. 1999 - 2001
Corestates Investment Advisors 1996 - 1999
Resolution Trust Corporation 1995 - 1996
Skills
Financial Reporting, Financial Modeling, Risk Management, Project Management, Six Sigma, Operational Excellence, Financial Analysis, Forecasting, Budgets, Financial Audits, Internal Audit, Valuation, Management, Business Process..., Project Planning, Access, Managerial Finance, Sarbanes-Oxley Act, Process Improvement, Auditing, Business Planning, Hyperion Enterprise, Finance, Strategic Financial..., Essbase, Business Analysis, Internal Controls, Accounting, SAP
Education
La Salle University 2005 — 2009
MBA, Finance
La Salle University 1987 — 1992
Bachelor of Arts (BA), Accounting and Finance
Wilmington Trust June 2011 - Present
Great Pacific Securities October 2010 - May 2011
John Hancock Financial July 2007 - July 2010
Edgartown Ventures 2003 - 2009
Wachovia Wealth Management January 2005 - May 2007
Chartwell Investment Partners April 1997 - March 2003
Meridian Investment Company 1994 - 1997
Corestates Investment Advisors 1983 - 1993
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income Analysis, New Business Development, Project Management, Relationship Marketing, Sales, Economics, Hedge Funds, Investment Strategies, Management, Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Derivatives, Relationship Management, Equities, Bloomberg, Alternative Investments, Credit, Loans, Securities, Insurance, Marketing, Trading, Investments, Banking, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management..., Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
Juniata College 1977 — 1981
Business Administration and Management, General
CoreStates Investment Advisors 1985 - 1996
Skills
New Business Development, Hedge Funds, Asset Allocation, Investments, Fixed Income, Strategic Planning, Mutual Funds
Education
Fordham University 1966 — 1969
Master's degree, Economics
Radnor Capital Management, LLC May 2012 - Present
Columbia Management Co January 1999 - April 2012
U.S. Trust Company of NY 1999 - 2007
US Trust - New York 1999 - 2007
Lehman Brothers April 1986 - January 1989
Corestates Investment Advisors 1983 - 1986
Skills
Asset Allocation, Asset Managment, Equities, Investment Management, Investments, Portfolio Management, Wealth Management, Investment Strategies, Equity Research, Series 63, Investment Advisory, Securities, Asset Management, Alternative Investments, Trading, Wealth Management..., Mutual Funds, Retirement Planning
Education
Xavier University 1977 — 1979
Master of Business Administration (M.B.A.)
The Ohio State University Fisher College of Business 1969 — 1974
BS, Finance and Marketing
MLV & Co July 2014 - 2015
Janney Montgomery Scott June 2009 - July 2014
Rorer Asset Management May 1996 - March 2009
CoreStates Investment Advisors September 1992 - April 1996
CoreStates Bank April 1988 - September 1992
Merrill Lynch December 1980 - December 1986
Skills
Equities, Investments, Asset Management, Portfolio Management, Capital Markets, Securities, Bloomberg, Fixed Income, Financial Analysis, Series 7, Chartered Financial...
Education
Holy Family University 1985 — 1987
ba, management
Davidson Trust Company 2006 - 2009
Mellon Private Wealth Management 1999 - 2006
First Union 1997 - 1999
Nations Bank 1996 - 1998
CoreStates Investment Advisors 1995 - 1997
CoreStates Financial Corp 1994 - 1995
Meridian Asset Management 1988 - 1994
BankOne 1984 - 1986
Skills
Asset Managment, Wealth Management, Investments, Retirement, Trusts, Pensions, Equities, IRAs, Portfolio Management, High Net Worth...
Education
Drexel University 1969 — 1972
BS, Social Sciences
Springside School 1955 — 1969
college prep
Wachovia Securities, LLC October 2005 - May 2009
CoreStates Investment Advisors 1986 - 1995
Education
Boston University Questrom School of Business
BSBA, Finance
Drexel University - LeBow College of Business
Masters, Finance
Stratton Management Company April 1998 - Present
Senior Helpers 2011 - 2015
Senior Helpers 2011 - 2015
Senior Helpers 2011 - 2015
CoreStates Investment Advisors 1995 - 1998
Bucks County Bank 1988 - 1998
Mellon Bank 1974 - 1988
Skills
Seniors, Process Improvement, Team Building, Healthcare, Marketing, Small Business, New Business Development, Leadership, Compassion, Management, Budgets, Strategic Planning, Selling, Investments, Insurance
Education
La Salle University - School of Business Administration 1975 — 1988
MBA/BS, Finance
Father Judge High School 1971 — 1974
Wells Fargo Private Bank October 2008 - Present
OFFIT Investment Advisors March 2002 - October 2009
The Vanguard Group Asset Mgt & Trust Services July 1999 - March 2002
Corestates Investment Advisors 1990 - 1999
Skills
Portfolio Management, Investments, Management, High Net Worth..., Asset Allocation, Asset Management, Fixed Income, Wealth Management, Equities, Mutual Funds, Alternative Investments, Bloomberg, Investment Strategies, Bonds, Capital Markets, Investment Management
Education
University of Scranton 1981 — 1985
Accounting, Accounting and Finance
University of Scranton 1981 — 1985
Accounting