Kevin Francis Funchion
Chief Investment Officer at Triton Capital Management LLC
Profile
Mr. Kevin F.
Funchion, CFA, is a Member at Financial Planning Association and a Partner at Triton Capital Management LLC.
He began his investment career with Fidelity Bank in Philadelphia as a portfolio manager in the Investment Management Department.
In 1989 he joined Valley Forge Asset Management as a portfolio manager and analyst.
In 1995, he founded an independent investment management firm.
In 2000, he merged this firm into West Chester Capital Advisors.
Mr. Funchion graduated with a BS from LaSalle Univeristy in 1986.
Kevin Francis Funchion active positions
| Companies | Position | Start |
|---|---|---|
Triton Capital Management LLC
 Triton Capital Management LLC Investment ManagersFinance Triton Capital Management LLC is an independent investment advisory firm headquartered in Ambler, Pennsylvania. Founded in 2005, the firm provides investment advice to individual and institutional clients. | Chief Investment Officer | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 2009-07-16 |
Former positions of Kevin Francis Funchion
| Companies | Position | End |
|---|---|---|
West Chester Capital Advisors, Inc.
 West Chester Capital Advisors, Inc. Investment ManagersFinance West Chester Capital Advisors, Inc. (WCCA) is a SEC-registered investment adviser headquartered in Johnstown, Pennsylvania. The firm was co-founded by Bruce Marra and Thomas McKeon in 1994. They are a wholly-owned subsidiary of AmeriServ Financial Bank, which is wholly-owned by AmeriServ Financial, Inc. (NASDAQ: ASRV), a bank holding company. WCCA manages fiduciary quality portfolios and investment programs for individuals and institutions. | Analyst-Equity | 2005-03-28 |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Analyst-Equity | 1994-12-29 |
The Fidelity Bank (Fuquay-Varina, North Carolina)
 The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Portfolio Manager-Equities | 1988-12-31 |
Training of Kevin Francis Funchion
| LaSalle University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
West Chester Capital Advisors, Inc.
West Chester Capital Advisors, Inc. Investment ManagersFinance West Chester Capital Advisors, Inc. (WCCA) is a SEC-registered investment adviser headquartered in Johnstown, Pennsylvania. The firm was co-founded by Bruce Marra and Thomas McKeon in 1994. They are a wholly-owned subsidiary of AmeriServ Financial Bank, which is wholly-owned by AmeriServ Financial, Inc. (NASDAQ: ASRV), a bank holding company. WCCA manages fiduciary quality portfolios and investment programs for individuals and institutions. | Finance |
The Fidelity Bank (Fuquay-Varina, North Carolina)
The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
Triton Capital Management LLC
Triton Capital Management LLC Investment ManagersFinance Triton Capital Management LLC is an independent investment advisory firm headquartered in Ambler, Pennsylvania. Founded in 2005, the firm provides investment advice to individual and institutional clients. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
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