Polaris Advisors

Description

Address: 4000 Market St, Camp Hill, PA 17011 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (717) 775-8061: : : : Place name: Category: : Website: : Website: http://polarisadvisors.net/ 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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Polaris Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Polaris Advisors Employees

Employee
Years
Job
Industry
Justin Dunwoody, AIF Justin Dunwoody, AIF Mechanicsburg, Pennsylvania Details
Justin Dunwoody, AIF's Polaris Advisors Experience August 2005 - Present
Job Partner at Polaris Advisors
Industry Financial Services
Experience
Polaris Advisors   August 2005 - Present

Skills
Mutual Funds, Stocks, Bonds, ETFs, Wealth Accumulation, 401k, IRA's, Retirement Planning, College Savings Plans, Long Term Care, Estate Planning, Roth IRA, Insurance Planning

Education
Penn State University   1998 — 2002
BS

Cumberland Valley   1994 — 1998

Sarah Leer, ChFC® Sarah Leer, ChFC® Duncannon, Pennsylvania Details
Sarah Leer, ChFC®'s Polaris Advisors Experience March 2004 - Present
Job Financial Advisor at Polaris Advisors
Industry Financial Services
Experience
Polaris Advisors   March 2004 - Present

Education
Shippensburg University of Pennsylvania   2001 — 2003
B.S.B.A., Economics

Corey L. Basehore, CFP, ChFC, CLU, AIF Corey L. Basehore, CFP, ChFC, CLU, AIF Mechanicsburg, Pennsylvania Details
Corey L. Basehore, CFP, ChFC, CLU, AIF's Polaris Advisors Experience October 1996 - Present
Job Partner at Polaris Advisors
Industry Financial Services
Experience
MassMutual Financial Group  August 2012 - Present
Polaris Advisors   October 1996 - Present

Skills
Wealth Preservation..., Wealth Management, Retirement Planning, College Education..., Inventory Management, Financial Risk..., Strategic Financial...

Education
Shippensburg University of Pennsylvania   1993 — 1996
Finance

Jeremy McCann Jeremy McCann Greater Philadelphia Area Details
Jeremy McCann's Polaris Advisors Experience 2002 - 2007
Job Chief Operating Officer
Industry Financial Services
Experience
Schooner Investment Group LLC  January 2008 - Present
Sailfish Capital   2007 - 2008
Polaris Advisors   2002 - 2007

Education
McGill University   1998 — 2001
Commerce, Finance

McGill University

Edward Byon Edward Byon New York, New York Details
Edward Byon's Polaris Advisors Experience August 2003 - January 2006
Job CoFounder & CEO at Finiato LLC
Industry Computer Software
Experience
Finiato LLC   May 2015 - Present
Jefferies  March 2007 - March 2015
cbAlley Inc   January 2006 - March 2007
Polaris Advisors   August 2003 - January 2006
Oracle  June 2001 - July 2003

Skills
C#, SQL, Web Applications, Software, SDLC, Java, Cloud Computing, Databases, Microsoft SQL Server, Requirements Analysis, JavaScript, Software Development, SOA, Analytics

Education
Massachusetts Institute of Technology   2000 — 2001
M. Eng, Computer Science

Massachusetts Institute of Technology   1996 — 2000
B.S., Computer Science

Ric Weldon CFA Ric Weldon CFA Greater Boston Area Details
Ric Weldon CFA's Polaris Advisors Experience 2003 - Present
Job Managing Director; Polaris Advisors LLC
Industry Investment Management
Experience
Polaris Advisors   2003 - Present

Skills
Investment Management...

Education
Northwestern University - Kellogg School of Management   1975 — 1977
Master of Business Administration (MBA)

Union College   1970 — 1974
Bachelor of Science in Engineering, Mechanical Engineering

Linda Claycomb Linda Claycomb Greater Grand Rapids, Michigan Area Details
Linda Claycomb's Polaris Advisors Experience UNDERWRITERCountrywide Bank2003 - 2007
Job FHA MORTGAGE UNDERWRITER at Polaris Home Funding
Industry Banking
Experience
Polaris Advisors   UNDERWRITERCountrywide Bank2003 - 2007

Education
Aquinas College   1969 — 1973
Dipolma, Business

Greg Levinson Greg Levinson Greater Philadelphia Area Details
Greg Levinson's Polaris Advisors Experience 2002 - 2006
Job CEO Schooner Funds
Industry Investment Management
Experience
Schooner Investment Group LLC  January 2008 - Present
Schooner Funds   January 2008 - Present
Sailfish Capital Partners  2007 - 2007
Polaris Advisors   2002 - 2006
BNP Paribas  1995 - 2002
Cooper Neff  1995 - 2002

Education
University of Pennsylvania - The Wharton School   1991 — 1995
BS, Economics - Finance

Tony Fusco Tony Fusco Greater Philadelphia Area Details
Tony Fusco's Polaris Advisors Experience January 2002 - December 2005
Job Portfolio Manager/Senior Trader at Schooner Investment Group LLC
Industry Financial Services
Experience
Schooner Investment Group LLC  January 2008 - Present
Polaris Advisors   January 2002 - December 2005
BNP/ Cooper Neff  1996 - 1999

Skills
Alternative Investments, Hedge Funds, Convertible Bonds, Options, Equities, Convertible Arbitrage, Derivatives, Volatility, Series 7, Trading, Portfolio Management, Investments

Education
University of Pennsylvania   1992 — 1996
Economics/Finance

University of Pennsylvania - The Wharton School   1992 — 1996
BS, Economics/Finance

Holy Spirit High School   1988 — 1992

Joshua Lam Joshua Lam Honolulu, Hawaii Details
Joshua Lam's Polaris Advisors Experience 2002 - 2005
Job Portfolio Manager at First Hawaiian Bank
Industry Banking
Experience
First Hawaiian Bank  2011 - Present
Symphony Asset Management  2006 - 2010
Polaris Advisors   2002 - 2005
QED Capital LLC   2000 - 2002

Skills
Portfolio Management, Investments, Equities, Trading

Education
University of Pennsylvania   1996 — 2000
Bachelor's Degree

Punahou School   1983 — 1996
High School