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Jacob W
Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.
Jeremy B
CFP®, Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.
Kevin H
CFP®, Series 63, Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Kevin Hartnett Jr. is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2020 and previously worked at SEI Investments in several roles from 2016 to 2020. Outside of his advisory work, he is the owner of Oaks Venture Partners LLC, an entity formed for investment real estate. Sensenig Capital Advisors, Inc. is an independent investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $213 million, employing a long-term, globally diversified, buy-and-hold investment strategy primarily using passively managed mutual funds and ETFs, supplemented by fundamental analysis and periodic rebalancing.
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