PASSEHL FINANCIAL - Key Persons
Job Titles:
- Member of the Private Client Services Team
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products / President, Mason Street Advisors
Job Titles:
- Associate Wealth Management Advisor
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Investment Operations Associate
Dawn serves as Investment Operations Associate. As Investment Operations Associate, dives in deep to master different aspects of the business to ensure each client's experience is seamless.
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research / Vice President - Mason Street Advisors
Job Titles:
- CEO
- Founder
- Board Member for BCA Philadelphia
Geoff serves as a board member for BCA Philadelphia and is passionate about giving back to Alex's Lemonade Stand Foundation.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Paraplanner
- Planning Assistant
As a Planning Assistant, Jennifer loves helping clients reach their financial goals while working side by side with her dedicated team. Jennifer received her Planning Assistant designation in 2019.
After graduating from the University of Tampa, Jennifer dove right into her career in finance working in sales and support roles prior to being promoted as a Planning Assistant. She specializes in retirement planning software, building financial plans, and helping to strengthen the relationship with clients by offering unique solutions to complex problems.
Jennifer was born in Philadelphia and currently resides in Southern New Jersey. When she's not working, Jen enjoys tennis, yoga, snowboarding and has a passion for travel.
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Manager Research and Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Director of Insurance Operations and Services
Karen joined Passehl Financial in 2006. As a long-term employee with the team, Karen serves as Passehl Financial's Director of Insurance Operations and Services. With a background in training and development as well as office operations, she dives in deep delivering the highest level of service to the firm's clients.
Karen graduated from Rowan University with a degree in Business and currently holds her Life, Accident and Health license.
Married to Neil, they have two children and two fur children named Bailey and Marley. She loves spending time with her family, coaching, working out, camping and learning about nutrition. Karen and her family volunteer in their community by supporting local families, the Arthritis Foundation and Alex's Lemonade Stand Foundation.
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Practice Manager
- Team Member With
Lori has been a team member with Passehl Financial since inception. Lori is the backbone to the firm as Practice Manager.
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Director of Investments and Planning
Mike joined Passehl Financial in November of 2022, as the Director of Investments and Planning. Mike brings with him over 23 years of experience in the financial services industry advising families, individuals and businesses on investments and financial planning, including spending the last 10 years managing $300+ million in assets for high-net-worth clients.
Mike oversees the implementation of the firm's planning and investment strategies, including market commentary, portfolio construction/design, broad based training, portfolio analysis and proposals. Mike provides leadership and development to the other members of Passehl Financial's investment team, deliver case consultations and provide our clients with another knowledgeable resource.
Aligned with Passehl Financial, Mike prides himself on a client centered approach that focuses on building deep, long-lasting relationships with clients, starting with planning to understand a client's goals and objectives. Throughout the process, risk issues are identified and mitigated while a workable plan is set in motion to reach the identified goals and objectives. Deep rooted in this approach is building trust by always putting clients' needs and objectives first and doing what is in the clients' best interest. Working with other professionals in the client's network, as needed, ensures a comprehensive strategy is in place designed to help reduce risks and grow assets. When asked about his unique approach, Mike states, "What is most important to me is knowing my clients have peace of mind that their families are protected, and their financial future is secure. I have personally witnessed how proper planning can benefit clients and how poor planning can devastate them."
Mike was born and raised in Cherry Hill, New Jersey, and now lives in New Smyrna Beach, Florida, with his wife of 25 years, Stacia. They have two children, daughter, Macrae, and son, Ryan. He is a graduate of the University of Central Florida. Mike has been an avid surfer for over 35 years, and travels often to Costa Rica to fulfill this passion - visited over 25 times!
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager, Fixed Income
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Member of the Private Client Services Team
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services