Investment

• Investment Management
  Kathy has over 30 years of investment management experience. Before joining Glen Eagle Advisors, LLC Kathy worked for over nine years as a Portfolio Manager/Investment Strategist and was a member of the Investment Policy Committee for Dumont & Blake Investment Advisors in Princeton, NJ. Previously, Kathy was with JPMorgan Chase Bank in New York for over 18 years. There she was a Senior Portfolio Manager and Vice President in the Personal Asset Management Division. In this position, Kathy was responsible for managing over 200 investment and trust portfolios totaling over $180 million in assets. Kathy also worked for the JPMorgan Private Bank, where she served as Portfolio Manager for both domestic and international clients, managing over $580 million in assets. In addition, during her tenure, she was a manager in the International Private Banking Operations division. Kathy started her career at American International Group as an Investment Administrator and moved on to manage corporate fixed-income assets totaling over $1 billion, as well as managing the cash position for an AIG Offshore Mutual Fund. Kathy earned her Bachelor of Business Administration from the Bernard M. Baruch College in New York. She holds her Series 65 Registered Investment Advisory license, as well as her Series 63 license.
• Mutual Funds
  Kathleen is responsible for overseeing the firm’s client service team. She works closely with our partners including Pershing, mutual fund providers, and insurance companies. Prior to joining Glen Eagle, Kathleen worked as a teacher in both Virginia and Colorado and as an executive at Blue Cross of New Jersey dealing with National Accounts. Kathleen earned a Bachelor of Arts from the College of Saint Elizabeth.
• Wealth Management
  Wealth Management Is Not A Means To An End But Rather Provides The Means To Help Each Of Us Fulfill Our Dreams, Which Most Often Revolve Around Relationships And Family

Accounting

• Accounting Services
• Cash Flow Analysis
  We work with you to translate your goals and long-term cash flow analysis into an investment plan designed to put you on the track toward your unique goals. Our approach is a personalized process.

Planning

• Financial Planning
  Our objective is to understand and develop your family’s goals and try to help you achieve them in the best way possible. By focusing on financial planning, we are able to work with you to create an achievable roadmap that we can update over time as your situation and the investment environment changes.
• Retirement Planning
  Just like you wouldn't take legal advice from your dentist, avoid depending on anyone but a financial expert for advice on money matters. Leverage a financial advisor's expertise to guide you through retirement planning complexities.
• Annuities
  Ensuring financial stability during retirement is vital, which means not solely depending on a single income source for living expenses. Investing and diversifying across various asset classes and regions is a key strategy to manage risk and generate a consistent flow of income. Building diversified income streams can help cushion the impact of unforeseen expenses and support a comfortable retirement. Diversified income sources can also include annuities, rental income, dividends, part-time work or consulting, and more.
• Long Term Care
  Insurance is an important component in safeguarding your financial well-being throughout retirement. Policies such as long-term care insurance or comprehensive umbrella insurance are instrumental in covering unexpected costs and helping to preserve your retirement savings for their intended use. This is particularly relevant considering a study that found roughly 70% of individuals reaching age 65 will likely require some long-term care in their later years. [3]
• Asset Management
  Steve Bergida serves as Managing Director and Head Trader of the firm’s trading division and is responsible for all trading activity and operations. Steve brings 32 years of experience trading global equities, fixed income, currencies, listed options, and structured derivatives to Glen Eagle. Prior to joining CFT, he was a Managing Director and Head Trader for Quellos Brokerage Services, LLC, where he established and ran their trading operation. Before joining Quellos, Steve served as a Managing Director at ING Furman Selz Asset Management where he ran the trading operations for the firm with $18 billion under management and acted as Head Trader for the Asset Management Group. Before running the Asset Management desk, he worked on the Arbitrage desk as a Proprietary Trader at Furman Selz. Steve holds a BS in Finance from the University of Maryland.
• College Funding
  Financial planning is the creation and maintenance of an evolving and customized financial roadmap. It encompasses estate planning, retirement planning and education planning.