Harvard and Penn educated, EJ Founded, was President for 19 years and successfully sold SEC Registered Investment Advisor that managed 9 investment portfolios. Former VP and Branch Manager for Stifel Nicolaus, Member New York Stock Exchange; Former VP of Philadelphia Securities Association; Past President Garden State Rotary of Cherry Hill, NJ; CERTIFIED FINANCIAL PLANNER ™ professional. Executive Member of the Philadelphia Chamber of Commerce.

Bob has 30 years of experience managing the fixed income trading desks of major NYC Wall Street firms.

Saint John's University BBA 1963-1967; Merrill Lynch 1968-1988; DLJ 1988 - 1989; Piper: 1989-1991; 1991-8: Advantage Capital; 1999-2003: Pro Equities; 1991-2007: Progressive Capital Management RIA; 2004-Present Fox Chase Capital Partners: President; 2014 Director of fixed income trading for Turning Point.

Diana has 25 years of financial management experience. She is CEO of TPCM. From December 1995 to June 2013, she worked for Thomas Jefferson University. Her most recent position was VP for Financial Affairs and Interim Executive Director, Jefferson University Physicians, Jefferson's Academic Practice. Diana graduated Summa Cum Laude from Temple University Fox School of Business with a Bachelor of Science Degree in Accounting in December, 1985.

Josh brings experience as a CPA, Investment Advisor Representative and tax manager for a NYC family office.

Ken is a 26 year veteran in the financial services industry.