CHAPIN DAVIS INVESTMENTS - Key Persons


Alex Frisch

Job Titles:
  • Senior Vice President - Investment Advisor Representative

Alex Klopfenstein

Job Titles:
  • Financial Advisor

Audrey Par

Job Titles:
  • Accountant

Brenda Moyer - VP

Job Titles:
  • Vice President

Carol Scicchitano

Job Titles:
  • Branch Manager, Principal / Bala Cynwyd, PA.

Craig Diamond

Job Titles:
  • Senior Vice President - Investment Advisor Representative

Dawn Weber

Job Titles:
  • Operations Manager

Denise Logan

Job Titles:
  • Branch Administrator

Duke Surber

Job Titles:
  • Financial Advisor

George Grewe

Job Titles:
  • Vice President - Investment Advisor Representative

Janet Wiand

Job Titles:
  • Senior Administrative Assistant

Jeffrey Goldman

Job Titles:
  • Vice President - Investment Advisor Representative

Jim Halle

Job Titles:
  • Vice President, Investments

John Crain

Job Titles:
  • Senior Vice President, Registered Representative and Investment Advisor Representative / Baltimore

John Oliver

Job Titles:
  • Registered Sales Assistant - Investment Advisor Representative

Ken Leith

Job Titles:
  • Vice President - Investment Banking

Luke Smith

Job Titles:
  • Equity Trader

Mary Braun

Job Titles:
  • Vice President, Investments

Michael A. Galantino

Job Titles:
  • President Capital Markets / Bala Cynwyd, PA.

Michael Reynolds - VP

Job Titles:
  • Vice President

Nancy Boo

Job Titles:
  • Vice President, Registered Representative and Investment Advisor Representative

Patrick Stewart - VP

Job Titles:
  • Vice President

Rob Kaehler - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

Sammy Barsa

Job Titles:
  • Investment Advisor Representative / Vice President - Investments / Mendham Township, NJ

Scott Mann

Job Titles:
  • Director of Technology / Baltimore

Stephanie Truant - CHRO

Job Titles:
  • Chief Administrative Officer
  • Human Resources Director

Steve Kurzweil

Job Titles:
  • Vice President - Investment Advisor Representative

Talbot Jones Albert, IV - Chairman

Job Titles:
  • Chairman of the Board

Victor Norris

Job Titles:
  • Vice President, Investments

William J. Pearce - VP

Job Titles:
  • Vice President