Firstrust Financial Advisors

Paul Markowich is a financial advisor at Firstrust Financial Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Equitable Advisors, Axa Advisors, and MetLife Securities. Outside of his advisory role, Markowich serves as a board member of the Jewish Business Network, focusing on business networking. Firstrust Financial Advisors provides investment advisory services primarily to institutional clients such as employee benefit and governmental plans, municipalities, trusts, and estates. The firm offers discretionary portfolio management, pension consulting, and financial planning, with an investment approach that includes modern portfolio theory, fundamental and technical analysis, and emphasizes plan-level oversight.

Shaun O'Connor is a financial advisor at Firstrust Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors, Axa Advisors, and MetLife. In addition to his advisory role, he is an independent insurance agent selling disability, fixed annuities, life, accident, health, and long-term care insurance. Firstrust Financial Advisors provides investment advisory services primarily to institutional clients such as employee benefit and governmental plans, municipalities, trusts, and estates. The firm offers discretionary portfolio management and pension consulting, using customized Investment Policy Statements and a mix of investment approaches with an emphasis on plan-level oversight.

Kenneth Beebe is a financial advisor with Firstrust Financial Advisors who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, Metlife Securities, and Metropolitan Life Insurance Company. He serves on the Ithaca College Alumni Association Board of Directors. Firstrust Financial Advisors provides investment advisory services primarily to institutional clients such as employee benefit and governmental plans, municipalities, trusts, and estates. The firm offers discretionary portfolio management, pension consulting, and financial planning, employing a mix of investment approaches and emphasizing plan-level oversight with ongoing monitoring and periodic reviews.

David Fleisher II is a financial advisor with Firstrust Financial Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, MassMutual, and MetLife. He serves on the Ithaca College Board of Trustees and is currently the mayor of Cherry Hill Township, NJ. Firstrust Financial Advisors provides investment advisory services primarily to institutional clients such as employee benefit and governmental plans, municipalities, trusts, and estates. The firm offers discretionary portfolio management, pension consulting, and financial planning, emphasizing plan-level oversight and customized investment policy statements.