MFP Strategies

Description

Address: 100 Gateway Dr #300, Bethlehem, PA 18017 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 865-2600Category: : : : Place name: : : Website: : Website: http://www.captrustadvisors.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 CAPTRUST | Strategic Advisor Group Posting publicly on the Web Write a review Reviews Be the first to review

MFP Strategies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MFP Strategies. You can filter them based on skills, years of employment, job, education, department, and prior employment.

MFP Strategies Salaries. You can even request information on how much does MFP Strategies pay if you want to. Learn about salaries, pros and cons of working for MFP Strategies directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

21 MFP Strategies employees in database. Find out everything there's to know about MFP Strategies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

MFP Strategies Employees

Employee
Years
Job
Industry
Alyson Matlock Alyson Matlock Bethlehem, Pennsylvania Details
Alyson Matlock's MFP Strategies Experience March 2009 - August 2015
Job Senior Associate, Business Development at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors  August 2015 - Present
MFP Strategies   March 2009 - August 2015
Creative Financial Staffing  July 2005 - September 2008
Edward Jones  June 2002 - June 2005
Gap Inc.  May 1999 - May 2002

Skills
Strategic Communications, Organizational..., Marketing Research, Team Leadership, Business Development, Market Analysis, Strategic Alliances, Selling, Cold Calling

Education
University of Houston-Downtown   2001 — 2005
Bachelor of Business Administration, Business Management

Pen Argyl High School   1990 — 1994

Christopher Butz Christopher Butz Allentown, Pennsylvania Area Details
Christopher Butz's MFP Strategies Experience May 2000 - Present
Job Partner, MFP Strategies
Industry Financial Services
Experience
MFP Strategies   May 2000 - Present

Education
Kutztown University of Pennsylvania   1990 — 1993
BS, Finance

Jessica Edris Jessica Edris Bethlehem, Pennsylvania Details
Jessica Edris's MFP Strategies Experience October 2012 - August 2015
Job Manager, Marketing
Industry Financial Services
Experience
CAPTRUST Financial Advisors  August 2015 - Present
MFP Strategies   October 2012 - August 2015
ETI, LLC   November 2010 - October 2012
DUECO, Inc.   May 2005 - November 2010
Molewski Financial Partners   November 2003 - January 2006

Skills
Management, Operations Management, Event Planning, Organizational..., Public Speaking, Marketing Strategy, Marketing Communications, Email Marketing, Public Relations, Sales, Team Building, Product Development, Sales Management, Purchasing, Forecasting, New Business Development, Account Management, Strategic Planning, Trade Shows, Contract Negotiation, Sales Operations, Budgets, Leadership, Business Planning, Marketing, B2B, Event Marketing Strategy

Education
Moravian College   1996 — 2000
Bachelor’s Degree, Business Administration, Management and Operations and Philosophy

Sean Linder, CFA Sean Linder, CFA Allentown, Pennsylvania Area Details
Sean Linder, CFA's MFP Strategies Experience June 2011 - September 2013
Job Financial Consultant serving families, business owners, and executives
Industry Financial Services
Experience
Concannon Wealth Management   September 2013 - Present
MFP Strategies   June 2011 - September 2013

Education
Lehigh University   2007 — 2011
B.S, Finance, Real Estate Value Creation

Karen Augello Casas,CFP®, IACCP® Karen Augello Casas,CFP®, IACCP® King Of Prussia, Pennsylvania Details
Karen Augello Casas,CFP®, IACCP®'s MFP Strategies Experience April 2007 - January 2014
Job Consultant, Corporate Compliance at Nationwide Investment Management Group
Industry Investment Management
Experience
Nationwide Investment Management Group   April 2014 - Present
MFP Strategies   April 2007 - January 2014
W.R. Huff Asset Management   2003 - 2007
Jamison Eaton Wood, Inc.   2001 - 2003
Street Search Advisors, LLC   1997 - 2001
Schafer Cullen Capital Management  1988 - 1996

Skills
Wealth Management, Series 24, Equities, Private Equity, Asset Allocation, Investment Management, Securities Regulation, FINRA, Due Diligence, Defined Benefit, Portfolio Management

Education
Moravian College   1981 — 1985
Bachelor of Arts, Communications/Psychology

College for Financial Planning

St. Annes

St. Annes

St. Annes

Mike Molewski Mike Molewski Bethlehem, Pennsylvania Details
Mike Molewski's MFP Strategies Experience April 2000 - Present
Job Partner and CEO, MFP Strategies
Industry Financial Services
Experience
MFP Strategies   April 2000 - Present
M Financial Group  2000 - 2010

Skills
Strategic Planning, Investments, Finance, Wealth Management, Securities, Investment Advisory, Retirement, Wealth, Leadership, Management

Education
McGowan School of Business   1992 — 1994
Taxation

King's College   1980 — 1984
Bachelor of Arts (BA), Economics and Psychology

Glenn Thomas, Jr. Glenn Thomas, Jr. Bethlehem, Pennsylvania Details
Glenn Thomas, Jr.'s MFP Strategies Experience April 2015 - Present
Job Managing Director, Private Client Wealth Services, MFP Strategies
Industry Financial Services
Experience
MFP Strategies   April 2015 - Present
US Trust  August 2011 - November 2014
Wells Fargo The Private Bank  September 2002 - August 2011

Education
Penn State University   1964 — 1968
Bachelor of Science (BS), Finance

CFP

Wes Schantz Wes Schantz Bethlehem, Pennsylvania Details
Wes Schantz's MFP Strategies Experience 2001 - August 2015
Job Principal | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST  August 2015 - Present
MFP Strategies   2001 - August 2015

Education
Lehigh University
Bachelor's degree, Business

The Hill School

Melanie Molewski Melanie Molewski Burlington, Vermont Area Details
Melanie Molewski's MFP Strategies Experience May 2011 - August 2011
Job Administrative Assistant at Spherion
Industry Environmental Services
Experience
Spherion  February 2015 - Present
Koffee Kup Bakery  March 2015 - September 2015
Champlain Valley Office of Economic Opportunity (CVOEO) - Champlain Valley Weatherization Service   May 2014 - July 2015
Burton Snowboards  January 2014 - May 2014
Chittenden Solid Waste District  September 2013 - October 2013
Vermont Lake Monsters  August 2013 - September 2013
University of Vermont Office of Sustainability   August 2012 - December 2012
University of Vermont Living/Learning Center   August 2012 - December 2012
Rubenstein Ecosystem Science Laboratory   May 2012 - August 2012
MFP Strategies   May 2011 - August 2011

Skills
Community Outreach, Environmental Awareness, Social Networking, Laboratory Skills, Research, Urban Gardening, Event Planning, Remediation, Management, PowerPoint, Financial Modeling, Environmental Consulting, Laboratory Safety, Public Speaking, Microsoft Office, Microsoft Excel, Fundraising, Sustainability, Environmental Education

Education
University of Vermont   2010 — 2014
Bachelor's Degree, Environmental Studies

University of Melbourne   2013 — 2013
Environmental Studies

Kelly Molewski Kelly Molewski Boston, Massachusetts Details
Kelly Molewski's MFP Strategies Experience June 2010 - August 2010
Job Plus Account Manager
Industry Public Relations and Communications
Experience
WriterAccess  January 2015 - Present
Influence Central  September 2014 - December 2014
Wayfair  March 2014 - August 2014
Wayfair  March 2013 - March 2014
Wayfair  June 2012 - March 2013
Restoration Resources  January 2012 - June 2012
Citystream, Inc.   September 2011 - December 2011
M Financial Group  June 2011 - August 2011
MFP Strategies   June 2010 - August 2010
Melt  June 2008 - August 2008

Education
Boston University   2008 — 2012
Bachelor of Science

Mark Chando, MBA Mark Chando, MBA Easton, Pennsylvania Details
Mark Chando, MBA's MFP Strategies Experience March 2014 - Present
Job Manager, Private Client Wealth Services at MFP Strategies
Industry Investment Management
Experience
MFP Strategies   March 2014 - Present
Pershing, a BNY Mellon company  December 2013 - February 2014
Pershing, a BNY Mellon company  April 2011 - February 2014
Pershing, a BNY Mellon company  September 2009 - April 2011
Victaulic Company of America  May 2008 - August 2008
IRCO Community Family Credit Union   May 2006 - August 2006

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Access, PowerPoint, Budgets, Microsoft Word, Financial Modeling, Forecasting, Financial Reporting, Customer Service, Process Improvement, Leadership, Risk Management, Insurance, Investments, Portfolio Management, Data Analysis, Finance, Analysis

Education
Penn State University   2010 — 2013
Masters of Business Administration, Management

Penn State University   2005 — 2009
Bachelor of Science, Finance

Aaron Gabrielian, CFP® Aaron Gabrielian, CFP® Easton, Maryland Details
Aaron Gabrielian, CFP®'s MFP Strategies Experience 2012 - 2015
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  2015 - Present
MFP Strategies   2012 - 2015
Morgan Stanley  2009 - 2012

Education
Towson University
Bachelor of Science, Finance

Western Carolina University
Business Administration

Paul T. Fabiano, JD, LLM Paul T. Fabiano, JD, LLM Allentown, Pennsylvania Area Details
Paul T. Fabiano, JD, LLM's MFP Strategies Experience April 2003 - October 2007
Job Attorney Corporate Counsel at Cornerstone Advisors (www.cornerstoneadvisors.com)
Industry Financial Services
Experience
Uncommon Vigilance - Cornerstone Advisors   November 2007 - Present
Private Legal Practice  August 2003 - Present
MFP Strategies   April 2003 - October 2007
Kister Tiffany Advisors/ Legacy Advisors, LLC   2001 - 2002
Eizen Fineburg & McCarthy   2000 - 2000

Skills
Estate Planning, Asset Managment, Investments, Wills, Tax Law, Contract Negotiation, Corporate Law, Asset Management, Tax, Trusts, Estate Law, Estate Administration, Estate Tax Planning, Powers of Attorney, Corporate Governance, LLC, Commercial Litigation, Business Formation, Strategic Planning, Mergers & Acquisitions, Legal Research, Legal Writing

Education
Villanova University School of Law   2001 — 2004
Master of Laws (LL.M.), Taxation

Villanova University School of Law   1995 — 1998
Juris Doctorate

University of Delaware   1989 — 1992
B.S.B.A., Finance

Shannon DiValerio, CRPC Shannon DiValerio, CRPC Greater Philadelphia Area Details
Shannon DiValerio, CRPC's MFP Strategies Experience January 2008 - March 2010
Job Manager of Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  January 2013 - Present
Transamerica Retirement Solutions  March 2010 - Present
MFP Strategies   January 2008 - March 2010
Great-West Retirement Services  February 2002 - January 2008
The Vanguard Group  1997 - 2002

Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65

Education
Fontbonne University
MBA, Business

Missouri State University
BS, International Business/Spanish

People to People International
Study Abroad Program, International Business

Allison Colangelo Allison Colangelo Greater Chicago Area Details
Allison Colangelo's MFP Strategies Experience August 2012 - August 2013
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar  2013 - Present
The Alvarez Group   May 2008 - October 2013
MFP Strategies   August 2012 - August 2013
State Farm Insurance  January 2007 - May 2008

Education
University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor of Science, International, Resource, and Consumer Economics, concentration in Consumer Economics and Finance

University of Chicago Graham School of General Studies
Continuing Education Class, Effective Writing in Business and the Professions

Brian Higgins, CFA Brian Higgins, CFA Greater New York City Area Details
Brian Higgins, CFA's MFP Strategies Experience July 2014 - Present
Job Director, Investment Strategies at MFP Strategies
Industry Investment Management
Experience
MFP Strategies   July 2014 - Present
Portfolio Evaluations, Inc.   January 2007 - October 2013
Higgins Consulting Group   2004 - 2007
DigitalGrit, Inc.   2002 - 2004
Photuris, Inc.   2000 - 2002
Lucent Technologies  1998 - 2000
AT&T  1986 - 1998
AT&T  1983 - 1986

Skills
401k, Mutual Funds, Investments, Investment Strategies, Pensions, Asset Allocation, Defined Benefit, Hedge Funds, Series 63, Retirement Planning, Retirement, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Advisory, Equities, Bloomberg, Valuation, Financial Services, Options, Financial Modeling

Education
Seton Hall University
MBA, Marketing & Finance

Clarkson University
BS, Chemical Engineering

Denise Kowitz Denise Kowitz Bethlehem, Pennsylvania Details
Denise Kowitz's MFP Strategies Experience August 2008 - Present
Job Managing Director, COO, CCO
Industry Financial Services
Experience
MFP Strategies   August 2008 - Present
Moravian College  January 2008 - Present
Noviello Financial Group, Inc   February 2008 - August 2008
AXA Advisors, LLC  August 2007 - February 2008
Keystone Financial Management  September 2005 - June 2007
Keystone Financial Management  September 1987 - September 2005

Skills
Management, Leadership, Strategic Planning, Insurance, Operations Management, Training, Financial Advisory, Human Resources

Education
Moravian College   2001 — 2006
MBA, Business Administration

Moravian College   1992 — 1997
B.A., Accounting

East Stroudsburg University of Pennsylvania   1984 — 1986
B.A., Mathematics

Northampton Community College   1981 — 1983
Associate, General Education

Jeffrey Evans, CEBS Jeffrey Evans, CEBS Scranton, Pennsylvania Area Details
Jeffrey Evans, CEBS's MFP Strategies Experience December 2012 - Present
Job Managing Director at MFP Strategies
Industry Financial Services
Experience
MFP Strategies   December 2012 - Present
Molewski Financial Partners   April 2011 - December 2012
Prudential Financial  June 2004 - November 2010
Prudential Financial  January 2000 - June 2004
Prudential Financial  January 1998 - January 2000

Education
University of Scranton   1986 — 1991
BS, Accounting

Rich Carr, CFA Rich Carr, CFA Greater Philadelphia Area Details
Rich Carr, CFA's MFP Strategies Experience August 2011 - May 2014
Job Research Analyst at SEI
Industry Investment Management
Experience
SEI  May 2014 - Present
barre3 Main Line Berwyn   January 2014 - Present
MFP Strategies   August 2011 - May 2014
Brinker Capital  July 2006 - August 2011

Skills
Investment Advisory, Asset Allocation

Education
University of Delaware   1999 — 2003
BS, Finance, Economics

Jill Gibbons Jill Gibbons Allentown, Pennsylvania Area Details
Jill Gibbons's MFP Strategies Experience October 2012 - July 2013
Job Manager, Client Services at MFP Strategies
Industry
Experience
MFP Strategies   October 2012 - July 2013
Promus Financial   July 2011 - June 2012
The Guardian Life Insurance Company of America  October 2000 - April 2006
Aetna  March 2000 - October 2000
The Guardian Life Insurance Company of America  January 1995 - March 2000
The Guardian Life Insurance Company of America  November 1993 - January 1995

Skills
Financial Services, Investments, Retirement Planning, Wealth Management, Investment Advisory

Education
Temple University - Fox School of Business and Management   1988 — 1991
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance