4
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32y
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Experience · 8 entries
All (8)
Investments (4)
Board (3)
2018
Managing Director, Private Client Group
Nov 2018
Established in 1914, Boenning & Scattergood, Inc. is one of the oldest independent securities, asset management, and investment banking firms in the nation. Professionals at our firm provide retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.
Securities and advisory services offered though LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
2015
Board Member
Aug 2015
At College Possible, we envision a day when a student’s future is determined solely by their talent, motivation and effort. As one of the largest and most successful college access and success programs in the country, since 2000 College Possible has helped more than 80,000 students from under-represented communities get into and through college through an intensive curriculum of coaching and support. Our pioneering model matches students with a near-peer coach and an evidence-based curriculum designed to help students overcome the most common barriers to getting into college and completing their degree – all at no cost to students or their families.
Nationwide, College Possible students are three times more likely to earn a bachelor’s degree within six years than their peers from similar backgrounds. Headquartered in Saint Paul, MN, College Possible operates: regional sites in Chicago, IL; Milwaukee, WI; Omaha, NE; Philadelphia, PA; Portland, OR; and Seattle, WA; College Forward in Austin, TX; and Catalyze partnerships in California, Iowa, Minnesota, New York, Ohio, and Tennessee. Learn more at CollegePossible.org.
Senior Vice President, Investments
Jan 2015
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firms stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
2011
C
Cystic Fibrosis Foundation
Chair of Partners In Progress
2011
2010
U
Upper Merion Parks & Historic Foundation, McKaig Nature Center
Board Member
Jan 2010
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Investment activity
1994–2015 · 4 investments
Recent (last 2 years)Earlier
