Our Team


Jack E. Payne, CFA

Partner and Chief Investment Officer, Jack is responsible for investment research and management of client investment portfolios and the development of comprehensive personalized financial strategies. He is a Chartered Financial Analyst, a member of the Philadelphia Chapter of the CFA Institute and Rotary International, and serves on the Boards of Directors of Youth Education in the Arts, the Community Music School of Allentown, and the New Bethany Christian School.


Education:
Bachelor of Science in Finance, The Pennsylvania State University

Master of Business Administration in Finance and Entrepreneurship, William Simon School of Business at the University of Rochester

 

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