| |   | Richard B. Seidel - Chairman rseidel@girardpartners.com Founder of Girard Partners, Richard serves as our Investment Committee member with nearly 42 years of investment and trust administration experience. A published author and esteemed lecturer, Richard co-founded The Fairfield Group in 1983, and as President, led it to become a $5 billion fund management company. Previously, he spent 17 years at Girard Bank (now Bank of New York Mellon), in numerous capacities including trust administration and counsel, tax management and investments. In 1979, he established a holding company subsidiary named GTC Management, and as President, developed one of the first bank proprietary mutual funds in the country. Richard is a member of the Pennsylvania and New York Bar Associations and is a registered Securities Principal. He serves on the Board of Trustees for the MTB Group of Funds, an affiliate of M&T Bank. Richard holds a B.A from Georgetown University and a law degree from St. John's University School of Law. | | | |  |
Kevin B. Norris - President & Chief Investment Officer knorris@girardpartners.com Kevin relies on his 30 years of financial experience to drive Girard Partners' goal-based investment strategy and practices, in addition to inspiring our firm's steady growth. In his position, he has oversight responsibility for formulating our investment strategy and securities selections, while still retaining an intimate relationship with our clients on a daily basis. Before joining our firm in 1996, Kevin held Vice President positions at Black Rock Institutional Management for 3 years, and at The Fairfield Group for 5 years, where he was responsible for the management of over $3 billion in institutional assets. Previously, he held a variety of positions at Beneficial Savings Bank during his 13-year tenure there, concluding in a Vice Presidential role. Kevin is a registered Securities Principal and a member of the Financial Planning Association (FPA). He graduated from LaSalle University with a B.S. in Business Administration, majoring in Finance and Accounting. | | | |
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Tom J. Crossett - Director of Business Development tcrosset@girardpartners.com Tom brings us over 33 years of investment and trust management experience. In his present role, Tom is responsible for building creative strategies to understand, anticipate, and personalize the needs of our current and potential clients. Prior to joining Girard Partners in 1999, he was Vice President of Wachovia Bank and Trust (formerly First Pennsylvania Bank and Corestates). His 16-year tenure concluded with the distinction of being named the "Top New Business Development Officer of 1998." Earlier in his career, Tom worked at Frankford Trust Company for 8 years as an Investment Assistant. Tom received a B.S. in Finance degree from Drexel University, and an M.B.A. from Temple University. | | | | 
| Harry G. "Skip" Dittmann - Vice President sdittmann@girardpartners.com Harry, also known as “Skip”, has led a distinguished career in investment and banking for 35 years. As Vice President, Skip draws upon his extensive expertise to lead, develop, and manage long-term investment strategies for our clients. His diversified knowledge allows him to provide highly individualized wealth management advice. Prior to joining Girard Partners, Skip was Senior Vice President and Director, Portfolio Management, at Calibre, the Family Office of Wachovia Bank. While at Calibre, he managed and executed investment strategies for over 50 high net worth families with marketable assets in excess of $7 billion. Skip holds a Bachelor of Science degree from the U.S. Naval Academy, and retired from the U.S. Navy in 1995 after completing 33 years of active duty and reserve service. | | | |  |
David Geibel - Vice President & Sr. Financial Analyst dgeibel@girardpartners.com David joined Girard Partners in 2005 as Vice President, where he plays a key role in implementing sound investment strategies for our clients and works closely with them throughout their investment life cycle. David serves on our Investment Committee, and is also responsible for New Business Development and providing IT solutions for our firm. Prior to his present position, David served as Account Executive at The Sycamore Group in Ft. Washington, PA, a company that provided high-end software architecture to financial service companies. He has also developed investment strategies for institutional clients at BlackRock, Inc., a multi-billion dollar asset management company in Houston, Texas. David is a graduate of the 2003 Executive Regional Leadership Forum, and attended the Cannon Trust School in 1995. He earned a B.S. in Finance and Accounting from Drexel University. | | | |
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Lisa M. Colon - Chief Operating & Compliance Officer
lcolon@girardpartners.com
Lisa is Chief Operating and Compliance Officer, where she is responsible for overseeing operations and technology across the firm to enhance the quality of our client relationships. She also serves as the focal point for the firm’s compliance activities, ensuring regulatory adherence with organizations such as the Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
Before joining Girard Partners, Lisa cultivated 20 years of broad-based experience in the financial service industry, providing leadership for investment advisors, fund managers, and brokerage firms. She previously served as Chief Operating Officer at Abacus Wealth Partners for four years, and as Senior Vice President for Camelot Investment Advisers, Ltd. for five years. Prior to that, Lisa was Director of Brokerage Operations at PNC Financial Services Group, and Vice President at BlackRock, where she provided compliance, finance, and administration for a $30 billion liquidity group.
Lisa received a Master of Science in Finance degree from Drexel University, and a Bachelor of Science in Finance degree from Pennsylvania State University.
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Michael McCort - Vice President & Sr. Financial Analyst mmccort@girardpartners.com Mike joined Girard Partners as Vice President and Senior Financial Analyst in April 2009 to facilitate the launch of our new branch office in Fort Myers, Florida. Mike’s focus is to deepen client relationships and help high net worth individuals meet their financial objectives by utilizing reliable research, appropriate asset allocation strategies, and efficient investment management. Previously, Mike spent 12 years as a Vice President/Financial Consultant at Charles Schwab & Co., where he was responsible for developing on-going comprehensive financial solutions to align with clients’ overall objectives and risk tolerance. Earlier he served as Investment Consultant for Gruntal & Co. and was the recipient of the Circle of Excellence Award for performing at highest levels in client service and productivity. Mike is an Accredited Asset Management Specialist (AAMS) and Registered Paraplanner (RP) through the College for Financial Planning. He attended Bucks County Community and Delaware Valley Colleges. | | | |
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Richard P. Mudd, ChFC - Vice President
rpmudd@girardpartners.com
Richard was appointed as Vice President in April 2011 as a result of a merge with his existing wealth management consulting practice in Richmond, Virginia. There he heads our second branch office, bringing over 30 years of investment experience, with a specialized knowledge of insurance products and solutions.
Prior to managing a successful wealth management practice for 21 years, Richard was President & Director of Virginia Investment Planners, Inc. for three years. Richard was also Vice President of Financial Service Group, Inc. for two years, and served as an agent for New England Mutual Insurance Company for seven years.
Richard earned a B.A. degree in history and political science from Virginia Commonwealth University. He currently holds the designation of Chartered Financial Consultant (ChFC) and Series 7, 63, and 65 licenses.
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Kathleen Q. Kelly Fay - Portfolio Manager & Financial Analyst kfay@girardpartners.com Kathleen, a member of our Investment Committee, is responsible for recommending the appropriate mix of investments compatible with our clients' goals, risk tolerance, and expectation for return on investment. On a daily basis, she closely monitors on the securities markets, ensuring that our clients' investments are performing up to previously established goals. She consults with our clients frequently to keep them informed and to stay attuned to their life changes. Kathleen had previously served as an Investment Consultant at Charles Schwab Corp. for 6 years, where she consistently led a $3 billion branch in asset aggregation and revenues generated. During her tenure, she was the recipient of the 2005 Client Excellence in Service Award and the 2001 Lifesaver Award. In addition to these accomplishments, Kathleen is a Certified Public Seminar Trainer. She graduated from the University of Delaware with a Bachelor's degree in History. | | | |  |
Nikki Polistina - Portfolio Manager & Financial Analyst npolistina@girardpartners.com
Nikki serves as a member of our Investment Committee, and works closely with our clients to understand their investment goals and ensure that the investments she oversees meet those goals. She is also the driving force behind the identification, evaluation and selection of our mutual funds list. Her broad knowledge extends to financial planning issues such as retirement, college funding, and insurance, which allow her to apply a comprehensive approach to our clients' wealth management needs.
Prior to joining Girard Partners, Nikki was a Financial Advisor for Ameriprise Financial, Inc., where she provided financial analysis and guidance to individuals and businesses to assist them with their investment decisions.
Nikki is a member of the Financial Planning Association (FPA) and is a graduate of Penn State University, with a B.S. in Finance.
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Pamela Donovan - Operations Manager pdonovan@girardpartners.com
“Pam” joined Girard Partners after 20+ years of experience in the financial services industry, bringing a strong client focus and diverse technological ability. As Operations
Manager, she builds solid working relationships with our clients by responding to daily inquiries, performing research on investment and tax issues, and coordinating account
openings and settlements.
Pam previously spent 12 years at SEI Investments as a Service Representative and Mutual Fund Specialist. Prior to that, she was Operations Manager at The Fairfield Group (presently Smith Barney) for 8 years, where she was responsible for arranging all daily
institutional and retail trading activities for the subsidiary of Legg Mason, Inc., with $2 billion assets under management.
Pam holds a B.S. in Business Administration from Kutztown University.
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Amanda E. Craig - Administrative Assistant
acraig@girardpartners.com
Amanda is an Administrative Assistant at Girard Partners, where her exceptional client service and organizational skills are fully utilized in providing administrative support,
database management, and assistance with our firm’s marketing programs.
Before joining Girard Partners, Amanda served for 2 years as Administrative Assistant for Fameco Real Estate, a brokerage firm specializing exclusively in retail real
estate and the shopping center industry. She has also held positions as Customer Service Representative for Tiffany & Co. and Macy’s.
Amanda holds a B.A. degree in English from Gettysburg College.
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