Aurdan Capital Management, LLC

Zachary Hamm Phipps is a financial advisor at SEI Investments Management Corporation with 14 years of industry experience. He holds a Series 65 designation and has been with SEI since 2010. SEI Investments Management Corporation serves a broad institutional and intermediary client base, offering investment advisory services for pooled investment vehicles and supporting Independent Advisors through its Independent Advisor Solutions platform. The firm employs a multi-manager, team-based investment approach focused on asset allocation, portfolio design, implementation, and risk management.

Eric Hildenbrand is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Coho Partners, Ltd. since 2016. Hildenbrand is currently an advisor at Aurdan Capital Management, LLC, a firm operating with a three-advisor team managing over $400 million in discretionary assets. Aurdan Capital serves individual and high-net-worth clients, trusts, estates, pension plans, and nonprofit organizations by providing investment management and, when requested, financial planning and consultation. The firm employs established asset-allocation models with a focus on U.S. equity securities and longer-term holdings, managing portfolios on a discretionary basis and adjusting positions as market or client circumstances change.

Sara Turner is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Aurdan Capital Management, LLC. Her prior roles include positions at Fidelity Investments, Brown Brothers Harriman & Co., and Haverford Financial Services. Aurdan Capital Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and nonprofit organizations, providing continuous investment management and financial planning when requested. The firm employs established asset-allocation models tailored to client objectives, focusing on U.S. equity securities and managing portfolios on a discretionary basis.