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Donna W
Series 63
Allison Park, PA
Capital Analysts
Donna Wren is a financial advisor with Capital Analysts in Allison Park, PA, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is the president of Donna L. Wren, LLC, a tax and accounting entity. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team.
Timothy B
Series 63, Series 66
Allison Park, PA
Capital Analysts
Timothy Bandi is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and 45 years of industry experience. He has worked at Lincoln Investment Planning, LPL Financial, Countrywide Investment Services, and TD Ameritrade in various roles since 2005. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an in-house team with non-discretionary management via advisors and third-party managers, employing a proprietary mutual fund screening process.
Matthew P
Series 63, Series 65
Allison Park, PA
Capital Analysts
Matthew Painter is a financial advisor with Capital Analysts in Allison Park, PA, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.
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