Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. He previously worked at Drexel University for five years. Pennsylvania Capital Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets using a combination of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services.

Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.

Stephen Palmer is a financial advisor at Pennsylvania Capital Management Inc. in Naples, FL, with 19 years of industry experience. He holds a Series 65 designation and has been with Pennsylvania Capital Management since 2005. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.