Career history of Marne Luke DeSantis
Former positions of Marne Luke DeSantis
Companies | Position | Start | End |
---|---|---|---|
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Trading-Equity | 2010-02-28 | 2014-03-12 |
Portfolio Manager-Equities | 2010-02-28 | 2014-03-12 | |
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. | Corporate Officer/Principal | 2008-04-30 | 2010-02-27 |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Corporate Officer/Principal | 2008-04-29 | 2008-04-29 |
Quaker Securities, Inc.
Quaker Securities, Inc. Investment Banks/BrokersFinance Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA. | Corporate Officer/Principal | 2005-04-29 | 2005-04-29 |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - | - |
Training of Marne Luke DeSantis
St. Joseph's University | Masters Business Admin |
Statistics
International
United States | 6 |
2 |
Operational
Corporate Officer/Principal | 4 |
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Finance |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Quaker Securities, Inc.
Quaker Securities, Inc. Investment Banks/BrokersFinance Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA. | Finance |
Dean Witter Reynolds, Inc. | Finance |
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