LGL Partners
Description
Address: 100 Front St Suite 1300, Gulph Mills, PA 19428 Hours: Closed ⋅ Opens 8:30AM Fri Thursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 545-6100: : : : Website: Category: : : Place name: Website: https://www.lglpartners.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 Forbes Family Trust/LGL Partners Posting publicly on the Web Write a review Reviews Be the first to review
LGL Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LGL Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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LGL Partners Employees
Employee
Years
Job
Industry
Kenneth Dorell Kenneth Dorell's LGL Partners Experience September 2011 - June 2012
Job Equity Research Associate at Citigroup
Industry Financial Services
Experience
Citi July 2014 - Present
Janney Montgomery Scott July 2012 - July 2014
LGL Partners September 2011 - June 2012
Saint Joseph's University January 2011 - May 2012
Canon Financial Services, Inc June 2011 - August 2011
Knight Capital Management, Inc May 2010 - August 2010
Kraft Foods May 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Dual Degree in Finance & Economics
American University of Rome 2010 — 2010
Citi July 2014 - Present
Janney Montgomery Scott July 2012 - July 2014
LGL Partners September 2011 - June 2012
Saint Joseph's University January 2011 - May 2012
Canon Financial Services, Inc June 2011 - August 2011
Knight Capital Management, Inc May 2010 - August 2010
Kraft Foods May 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Dual Degree in Finance & Economics
American University of Rome 2010 — 2010
Lora Moore Lora Moore's LGL Partners Experience August 2011 - September 2011
Job Senior Financial Analyst at AmerisourceBergen
Industry Financial Services
Experience
AmerisourceBergen December 2014 - Present
AmerisourceBergen April 2013 - December 2014
AmerisourceBergen May 2012 - April 2013
LGL Partners August 2011 - September 2011
Radcliffe Group January 2011 - April 2011
The Law Office of Eric Shore June 2010 - August 2010
AmerisourceBergen August 2009 - December 2009
Skills
Excel, SmartStream, Lawson, Hyperion Essbase, Bloomberg, Prevail, Russian, Essbase, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Finance
AmerisourceBergen December 2014 - Present
AmerisourceBergen April 2013 - December 2014
AmerisourceBergen May 2012 - April 2013
LGL Partners August 2011 - September 2011
Radcliffe Group January 2011 - April 2011
The Law Office of Eric Shore June 2010 - August 2010
AmerisourceBergen August 2009 - December 2009
Skills
Excel, SmartStream, Lawson, Hyperion Essbase, Bloomberg, Prevail, Russian, Essbase, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Finance
Bruce Boyer's LGL Partners Experience November 2014 - May 2015
Job Intern at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. May 2015 - Present
Temple University August 2014 - Present
LGL Partners November 2014 - May 2015
The William C. Dunkelberg Owl Fund January 2014 - December 2014
Advicorp PLC May 2014 - July 2014
Temple University Fox Fund January 2013 - January 2014
DDMP Investments January 2012 - June 2012
Skills
Teamwork, Capital IQ, Team Leadership, Time Management, Bloomberg Terminal, Organization, Microsoft Office, Microsoft PowerPoint, SmartStation, Microsoft Excel, Microsoft Outlook, Equity Research, Leadership, PowerPoint, Public Speaking
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.61 Major GPA: 3.8
Elizabethtown Area High School 2008 — 2012
High School Diploma, Business
The Glenmede Trust Company, N.A. May 2015 - Present
Temple University August 2014 - Present
LGL Partners November 2014 - May 2015
The William C. Dunkelberg Owl Fund January 2014 - December 2014
Advicorp PLC May 2014 - July 2014
Temple University Fox Fund January 2013 - January 2014
DDMP Investments January 2012 - June 2012
Skills
Teamwork, Capital IQ, Team Leadership, Time Management, Bloomberg Terminal, Organization, Microsoft Office, Microsoft PowerPoint, SmartStation, Microsoft Excel, Microsoft Outlook, Equity Research, Leadership, PowerPoint, Public Speaking
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.61 Major GPA: 3.8
Elizabethtown Area High School 2008 — 2012
High School Diploma, Business
Michael Volpe Michael Volpe's LGL Partners Experience July 2013 - Present
Job LGL Partners
Industry Investment Management
Experience
LGL Partners July 2013 - Present
Forbes Family Trust July 2013 - Present
JPMorgan Chase December 2010 - July 2013
SEI Investments July 2007 - December 2010
Skills
Microsoft Office, Bloomberg, Private Client Services, Eagle PACE, Business Objects, Wealth Management, Alternative Investments, Expense Budget..., Asset Allocation, Private Clients, Asset Management, Hedge Funds, Mutual Funds, Investments, Financial Analysis, Securities, Fixed Income, Portfolio Management, Equities, Derivatives, Private Equity, Investment Management
Education
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), Business Management, Economics Minor
The Haverford School 1999 — 2003
Academic Diploma
LGL Partners July 2013 - Present
Forbes Family Trust July 2013 - Present
JPMorgan Chase December 2010 - July 2013
SEI Investments July 2007 - December 2010
Skills
Microsoft Office, Bloomberg, Private Client Services, Eagle PACE, Business Objects, Wealth Management, Alternative Investments, Expense Budget..., Asset Allocation, Private Clients, Asset Management, Hedge Funds, Mutual Funds, Investments, Financial Analysis, Securities, Fixed Income, Portfolio Management, Equities, Derivatives, Private Equity, Investment Management
Education
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), Business Management, Economics Minor
The Haverford School 1999 — 2003
Academic Diploma
Danielle Brienne Smith Danielle Brienne Smith's LGL Partners Experience May 2011 - January 2012
Job Assistant Planner at Free People
Industry Accounting
Experience
Free People April 2014 - Present
Free People June 2013 - March 2014
PwC January 2013 - May 2013
College Fashionista August 2011 - June 2012
Saint Joseph's University August 2010 - May 2012
LGL Partners May 2011 - January 2012
Nordstrom April 2011 - September 2011
Price Waterhouse Coopers January 2011 - March 2011
Brooks Capital Group September 2010 - January 2011
Skinny Nutritional Co. March 2010 - January 2011
Skills
Facebook, PowerPoint, Microsoft Excel, Social Media Marketing, Social Media, Blogging, Sales, Market Research, Marketing, Social Networking, Microsoft Office, Finance, Accounting, Outlook
Education
Saint Joseph's University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Finance, Communications
Free People April 2014 - Present
Free People June 2013 - March 2014
PwC January 2013 - May 2013
College Fashionista August 2011 - June 2012
Saint Joseph's University August 2010 - May 2012
LGL Partners May 2011 - January 2012
Nordstrom April 2011 - September 2011
Price Waterhouse Coopers January 2011 - March 2011
Brooks Capital Group September 2010 - January 2011
Skinny Nutritional Co. March 2010 - January 2011
Skills
Facebook, PowerPoint, Microsoft Excel, Social Media Marketing, Social Media, Blogging, Sales, Market Research, Marketing, Social Networking, Microsoft Office, Finance, Accounting, Outlook
Education
Saint Joseph's University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Finance, Communications
Katey Whyte Katey Whyte's LGL Partners Experience November 2010 - May 2011
Job Analyst at Tricor Pacific Capital
Industry Venture Capital & Private Equity
Experience
Tricor Pacific Capital December 2013 - Present
DuPont Capital Management May 2011 - December 2013
LGL Partners November 2010 - May 2011
DuPont Capital Management September 2009 - March 2010
von Braun and Schrieber Private Equity Partners September 2008 - March 2009
Wyeth Pharmaceuticals September 2006 - March 2007
Skills
Investments, Analysis, Due Diligence, Private Equity, Economics, Strategy, Finance, Market Research, Valuation, Venture Capital, Microsoft Office, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling
Education
Drexel University 2006 — 2011
Dual Bachelor of Science, Business Administration and Economics; Finance
Drexel University - College of Business and Administration 2006 — 2011
Bachelor's of Science, Economics and Finance
Tricor Pacific Capital December 2013 - Present
DuPont Capital Management May 2011 - December 2013
LGL Partners November 2010 - May 2011
DuPont Capital Management September 2009 - March 2010
von Braun and Schrieber Private Equity Partners September 2008 - March 2009
Wyeth Pharmaceuticals September 2006 - March 2007
Skills
Investments, Analysis, Due Diligence, Private Equity, Economics, Strategy, Finance, Market Research, Valuation, Venture Capital, Microsoft Office, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling
Education
Drexel University 2006 — 2011
Dual Bachelor of Science, Business Administration and Economics; Finance
Drexel University - College of Business and Administration 2006 — 2011
Bachelor's of Science, Economics and Finance
Felicia Kapsas's LGL Partners Experience December 2010 - Present
Job Client Associate at Forbes Family Trust
Industry Financial Services
Experience
Forbes Family Trust LLC December 2011 - Present
LGL Partners December 2010 - Present
Morgan Stanley Smith Barney March 2007 - November 2010
Smith Barney 2006 - 2008
National Life of Vermont 1999 - 2004
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Investments, Equities
Education
Kean University
Business Management
Centenary College
Associate of Arts, Liberal Arts
Lenape Valley Regional H.S. 1990 — 1994
Forbes Family Trust LLC December 2011 - Present
LGL Partners December 2010 - Present
Morgan Stanley Smith Barney March 2007 - November 2010
Smith Barney 2006 - 2008
National Life of Vermont 1999 - 2004
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Investments, Equities
Education
Kean University
Business Management
Centenary College
Associate of Arts, Liberal Arts
Lenape Valley Regional H.S. 1990 — 1994
Kirstin Bosch Kirstin Bosch's LGL Partners Experience February 2012 - July 2013
Job Director of Operations at Lenfest Enterprises, LLC
Industry Investment Management
Experience
Lenfest Enterprises, LLC November 2013 - Present
LGL Partners February 2012 - July 2013
Forbes Family Trust February 2012 - July 2013
SEI June 2006 - February 2012
Global Institutional Group January 2005 - June 2006
SEI May 2002 - January 2005
SEI August 2001 - May 2002
SEI May 2000 - May 2001
Skills
Retirement Planning, Alternative Investments, Investments, Financial Advisory, Wealth Management, Investment Management, Market Research, Hedge Funds, Asset Allocation
Education
University of Pennsylvania
International Relations, Economics, Political Science and History
University of Pennsylvania
BA, International Relations
Lenfest Enterprises, LLC November 2013 - Present
LGL Partners February 2012 - July 2013
Forbes Family Trust February 2012 - July 2013
SEI June 2006 - February 2012
Global Institutional Group January 2005 - June 2006
SEI May 2002 - January 2005
SEI August 2001 - May 2002
SEI May 2000 - May 2001
Skills
Retirement Planning, Alternative Investments, Investments, Financial Advisory, Wealth Management, Investment Management, Market Research, Hedge Funds, Asset Allocation
Education
University of Pennsylvania
International Relations, Economics, Political Science and History
University of Pennsylvania
BA, International Relations
Edward Proctor, CFA's LGL Partners Experience August 2013 - Present
Job Investment Associate at LGL Partners
Industry Investment Management
Experience
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Wilmington Trust April 2007 - August 2013
Morgan Stanley DW Inc June 2005 - May 2006
Morgan Stanley DW Inc May 2004 - August 2004
Skills
Microsoft Office, Financial Analysis, Monte Carlo Simulation, Portfolio Management, Statistics, Trading, Mutual Funds, Private Equity, Asset Allocation, Alternative Investments, Due Diligence, Investment Strategies, Hedge Funds, Financial Markets, Investment Advisory, Wealth Management, Finance, Fixed Income, Bloomberg
Education
Sewanee-The University of the South 2001 — 2005
BA, Economics
Wilmington Friends School
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Wilmington Trust April 2007 - August 2013
Morgan Stanley DW Inc June 2005 - May 2006
Morgan Stanley DW Inc May 2004 - August 2004
Skills
Microsoft Office, Financial Analysis, Monte Carlo Simulation, Portfolio Management, Statistics, Trading, Mutual Funds, Private Equity, Asset Allocation, Alternative Investments, Due Diligence, Investment Strategies, Hedge Funds, Financial Markets, Investment Advisory, Wealth Management, Finance, Fixed Income, Bloomberg
Education
Sewanee-The University of the South 2001 — 2005
BA, Economics
Wilmington Friends School
Eden S. Braun, SHRM-CP's LGL Partners Experience 2014 - Present
Job LGL Partners, LLC & Forbes Family Trust, LLC
Industry Financial Services
Experience
LGL Partners 2014 - Present
Forbes Family Trust 2014 - Present
Radcliffe Capital Management 2005 - 2014
Rose Glen Capital Group, Inc. (Radcliffe Group, Inc.) January 2002 - December 2002
Attalus Capital Management January 2001 - December 2001
Argosy Capital January 1998 - December 2000
Odyssey Capital Group, Inc. (Argosy Capital) January 1989 - December 1994
Skills
Hedge Funds, Portfolio Management, Mutual Funds, Marketing, Social Media, Funding, Asset Management, Mergers & Acquisitions, Strategic Planning, Alternative Investments, QuickBooks, Strategic Human..., Notary Public, Office Management, Human Resource..., Vendor Management, Event Planning, Employee Benefits, Onboarding, Telephony, Organizational..., Facilities Management
Education
Villanova University 2014 — 2015
Certificate in Human Resource Management
West Chester University of Pennsylvania 1991 — 1995
BA, Psychology
Bryn Mawr College 1988 — 1989
Anthropology
Catlin Gabel School
LGL Partners 2014 - Present
Forbes Family Trust 2014 - Present
Radcliffe Capital Management 2005 - 2014
Rose Glen Capital Group, Inc. (Radcliffe Group, Inc.) January 2002 - December 2002
Attalus Capital Management January 2001 - December 2001
Argosy Capital January 1998 - December 2000
Odyssey Capital Group, Inc. (Argosy Capital) January 1989 - December 1994
Skills
Hedge Funds, Portfolio Management, Mutual Funds, Marketing, Social Media, Funding, Asset Management, Mergers & Acquisitions, Strategic Planning, Alternative Investments, QuickBooks, Strategic Human..., Notary Public, Office Management, Human Resource..., Vendor Management, Event Planning, Employee Benefits, Onboarding, Telephony, Organizational..., Facilities Management
Education
Villanova University 2014 — 2015
Certificate in Human Resource Management
West Chester University of Pennsylvania 1991 — 1995
BA, Psychology
Bryn Mawr College 1988 — 1989
Anthropology
Catlin Gabel School
Natalia Zager, CFP®'s LGL Partners Experience August 2013 - Present
Job Client Associate
Industry Investment Management
Experience
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Skills
Investments, Microsoft Excel, Asset Management, Relationship Management, Alternative Investments, Social Media
Education
Penn State University 2005 — 2009
B.S., Finance
Universitat Pompeu Fabra
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Skills
Investments, Microsoft Excel, Asset Management, Relationship Management, Alternative Investments, Social Media
Education
Penn State University 2005 — 2009
B.S., Finance
Universitat Pompeu Fabra
Laurence Gillston's LGL Partners Experience April 2012 - Present
Job Director at Forbes Family Trust
Industry Financial Services
Experience
Forbes Family Trust April 2012 - Present
LGL Partners April 2012 - Present
Arch Street Advisors March 2011 - April 2012
Independence Capital Partners August 2006 - February 2011
Brinker Capital April 2001 - August 2006
IAS Investments November 1996 - March 2001
Skills
Asset Management, Investments, Private Equity, Capital Markets, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investor Relations, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Financial Markets, Leadership, Financial Reporting, Accounting, Securities, Mutual Funds, Due Diligence, Real Estate, Investment Strategies, Equities, Financial Modeling, Venture Capital, Fund Of Funds, Valuation, Investment Management, Fixed Income, Investment Advisory, Bloomberg, Equity Research
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS, Finance
Temple University 1990 — 1993
BS, Statistics & Management
Forbes Family Trust April 2012 - Present
LGL Partners April 2012 - Present
Arch Street Advisors March 2011 - April 2012
Independence Capital Partners August 2006 - February 2011
Brinker Capital April 2001 - August 2006
IAS Investments November 1996 - March 2001
Skills
Asset Management, Investments, Private Equity, Capital Markets, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investor Relations, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Financial Markets, Leadership, Financial Reporting, Accounting, Securities, Mutual Funds, Due Diligence, Real Estate, Investment Strategies, Equities, Financial Modeling, Venture Capital, Fund Of Funds, Valuation, Investment Management, Fixed Income, Investment Advisory, Bloomberg, Equity Research
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS, Finance
Temple University 1990 — 1993
BS, Statistics & Management