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Michael B

Series 63, Series 66

Whitehall, PA

Ata Management Strategies Inc

Michael Boyko is a financial advisor with ATA Management Strategies Inc. holding Series 63 and Series 66 designations and has 25 years of industry experience. He has been with ATA Management Strategies since 2018 and has prior experience in the retail sector with Bethlehem Suburban Ford and Brooks Brothers. ATA Management Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm employs both fundamental and technical analysis and offers portfolio management, financial consultations, and written plans, delivering services through various fee arrangements and maintaining discretionary authority for managed accounts.

Wealth management General retirement planning General estate planning guidance
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Kent N

Series 65

Whitehall, PA

Ata Management Strategies Inc

Kent Newhart is a Series 65-licensed financial advisor with Ata Management Strategies Inc and has 23 years of industry experience. He has been president of Accounting & Tax Associates, Inc. since 1982 and holds leadership positions in related entities, including ATA Senior Planning, LLC and the Whitehall Township Industrial & Commercial Development Authority. Ata Management Strategies Inc provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis in managing portfolios and offers both discretionary and consultative services with a variety of fee arrangements.

Wealth management General retirement planning General estate planning guidance
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