A complete list of active advisors currently associated with Chapin Davis Asset Management

Warmer can help you find a great advisor at Chapin Davis Asset Management or one who fits your needs even better.

Chapin Davis Asset Management advises individuals (including high net worth clients), retirement accounts, trusts, corporations and other institutions, and provides discretionary and non-discretionary portfolio management, financial planning, and investment advisory consulting. The firm offers multiple wrap-fee programs — Asset Advisor, FundSource®, Personalized Unified Managed Account (PUMA) and Private Advisor Network (PAN) — and typically invests across equities, fixed income, mutual funds, ETFs and options. Advisory services are delivered by a multi-advisor team of investment adviser representatives (IARs) who may manage accounts directly or recommend third‑party managers; the PUMA and PAN programs specifically provide access to SMA managers and allow client involvement in manager selection. Chapin Davis uses First Clearing (a Wells Fargo clearing affiliate) for custody and trade execution and, for some wrap programs, maintains an agreement with Wells Fargo Advisors for advisory and platform services, with regular client reviews and firm-level reporting. Distinctive features include its dual registration and broker‑dealer activities — Chapin Davis operates as Chapin Davis Investments and has dually registered IARs who can offer brokerage and insurance products — and an affiliated insurance entity, Chapin Davis Insurance, that advises on insurance needs. The firm also discloses past regulatory matters resolved with FINRA (including net capital and reporting deficiencies resolved in 2024 and earlier CIP/AML findings settled in 2020) and an ownership affiliation with Philadelphia Partners Capital Management, LLC.

To learn more about the advisors currently working at Chapin Davis Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Talbot Albert IV	Baltimore, MD	38
Nancy Boo	Baltimore, MD	30
Mary Braun	Baltimore, MD	44
John Crain	Baltimore, MD	29
Craig Diamond	Baltimore, MD	31
Francis Frisch	Baltimore, MD	29
Michael Galantino	Bala Cynwyd, PA	41
Jeffrey Goldman	Baltimore, MD	31
George Grewe	Baltimore, MD	31
James Halle	Baltimore, MD	33
Elisabeth Hayes	Baltimore, MD	37
Robert Kaehler	Dover, DE	24
Steven Kurzweil	Baltimore, MD	25
Keith Murray	Baltimore, MD	29
John Oliver	Baltimore, MD	34
Michael Reynolds	Mrytle Beach, SC	24
Carol Scicchitano	Bala Cynwyd, PA	27
Scott Seidl	Fort Lauderdale, FL	39
Daryl Surber Jr.	Peoria, IL	3
Dawn Weber	Baltimore, MD	17

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