SHM FINANCIAL - Key Persons
David joins SHM after 53 years in the financial services business including 30 years as manager of the Cherry Hill/Voorhees office of Morgan Stanley. As manager he guided 71 financial advisors with a staff of over 100 employees. David grew up in Camden, New Jersey and has resided in Cherry Hill for 50 years. He was a member and president of the Cherry Hill Board of Education and served as an officer and member of the Board of Trustees of Congregation M'Kor Shalom. David and his wife, Morra, have been married for over 52 years and have four children and eleven grandchildren. David has a wealth of experience on the equity and fixed income side of the securities business. He has been a member of the NASD Board of Arbitrators of the N.Y. Stock Exchange. David looks forward to working with his brother and nephew in providing his clients with a wide range of financial services.
Job Titles:
- Portfolio Manager of Gradient Investments, LLC
- Senior Portfolio Manager for Gradient Investments
Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan's job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor's degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.
Lee S. Molotsky has been working in the financial services industry since 1984. He holds a Bachelor's degree in Accounting from the University of Delaware and started his career as an accountant with Pricewaterhouse Coopers. Lee is the managing partner of The Molotsky Tax Advisory Group LLC, a Fee-Based Registered Investment Advisory Firm. Lee has authored articles for local publications regarding investment and financial planning topics.
Lee also co-hosted THE MOLOTSKY MONEY HOUR, a LIVE weekly financial radio show, every Monday from 10:00 a.m. - 11:00 a.m. and Sunday from 9:00 a.m. - 10:00 a.m. on 860 WWDB AM in Philadelphia and South Jersey. The show is also broadcast LIVE on the internet.
Lee also co-hosted MOLOTSKY ON MONEY, a weekly financial television program, every Monday from 7:30pm - 8:00pm on WMCN TV and has co-authored two books. Lee, his wife Debbie, and their twin daughters reside in Cherry Hill, NJ. In his leisure time, Lee enjoys squash, tennis, basketball, skiing and golf.
Job Titles:
- Administrative Assistant
- Support Staff Member
Job Titles:
- Portfolio Manager for Gradient Investments
- Portfolio Manager of Gradient Investments, LLC
Job Titles:
- Operations Manager
- Support Staff Member
Job Titles:
- President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger's prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor's degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron's, and The Wall Street Journal.
Job Titles:
- Office Manager
- Support Staff Member
Stanley H. Molotsky has been in the financial services industry since 1958. He currently serves as the President & CEO of SHM Financial Group, a full-service retirement planning firm. Stan focuses on retirement planning, wealth protection, tax minimization and pre and post retirement planning.
Stan, along with a group of investors, founded the First Colonial Community Bank, located in Collingswood, NJ. He currently serves on the Board of Directors. Stan created and co-hosted the first live TV show about retirement planning in the Delaware Valley, called Managing Your Money. He recently co-hosted THE MOLOTSKY MONEY HOUR, a LIVE weekly financial radio-show, every Monday from 10:00 a.m. - 11:00 a.m. and Sunday from 9:00 a.m. - 10:00 a.m. on 860 WWDB AM in Philadelphia and South Jersey. The show also aired LIVE on the internet.
Stan also co-hosted MOLOTSKY ON MONEY, a weekly financial television program, every Monday from 7:30 p.m. - 8:00 p.m. on WMCN TV and has published 2 books.
Job Titles:
- Medicare Insurance Advisor
Bill Sheridan has been working in the health care industry since 1995. He holds a Bachelor's degree in Marketing from Drexel University and started his career in sales and marketing as a sales manager with Harris/Lanier Corporation. Bill has an extensive health care background, including marketing and management positions with Lehigh Valley Hospital and Einstein Healthcare System.
Bill has been licensed in health insurance since 2007 in New Jersey,
Pennsylvania and Delaware, and has focused on Medicare Insurance since 2014. He is AHIP certified (America's Health Insurance Plans), and is an active member of NAHU (National Association of Health Underwriters)
Bill, his wife Sylvia, and their son reside in Haddon Township, NJ. In his leisure time, Bill enjoys tennis, golf, biking and hiking.