Glen Eagle Advisors, LLC

Zachary Feinberg is a financial advisor at Glen Eagle Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Asset Based Lending, Tipico, Trusted Media Brands, and CIT Group. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, with a buy-and-hold investment approach that includes rebalancing and stop-loss tools.

Stevan Radanovic is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 66 licenses, and has 17 years of industry experience. He has been with Glen Eagle Advisors since 2008 and previously worked at West Windsor Plainsboro Board of Education for 33 years. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm uses standardized asset-allocation models combined with fundamental and technical analysis, employing a buy-and-hold strategy supplemented by rebalancing and risk management tools.

Nicole Baptista is a CFP® professional with six years of experience at Glen Eagle Advisors, LLC. Her prior work includes roles at Camassa Law Firm, Sam's Club, Stevens Institute of Technology, and Freehold Township High School. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses standardized asset-allocation models supplemented by fundamental and technical analysis, typically employing a buy-and-hold strategy with rebalancing and stop-loss tools.

Jay Lipschutz is a financial advisor at Glen Eagle Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and is also a partner in the accounting firm Cahan Somerman Spewak & Lipschutz, where he focuses on tax, accounting, and business services. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm employs a buy-and-hold approach with rebalancing and stop-loss tools, and offers access to independent managers and alternative investments for qualified clients.

Susan Michel is a financial advisor at Glen Eagle Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors since 2003. In addition to her advisory role, she is the owner and president of Glen Eagle Investments, Inc., a cheese import business that she manages on a limited basis outside of securities trading hours. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations, and offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting.

Margaret Gore is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding a Series 66 credential and 14 years of industry experience. She has previously worked at firms including Summit Financial, LLC and Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is an insurance agent affiliated with Glen Eagle Wealth, LLC. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to a diverse client base, employing standardized asset-allocation models supplemented by fundamental and technical analysis, with a focus on buy-and-hold strategies and ongoing portfolio monitoring.

Charles Naddaff II is a financial advisor at Glen Eagle Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Glen Eagle Wealth, LLC, Naddaff Consulting, and Sovereign Medical Services. Outside of his advisory role, he operates as an independent licensed insurance agent and provides professional business consulting through Naddaff Consulting Services, Inc. Glen Eagle Advisors, LLC offers investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm serves a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations, and employs a buy-and-hold approach with rebalancing and stop-loss tools where appropriate.

Kathy Anne Lobue is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Glen Eagle Advisors since 2013. Outside of her advisory role, she serves as CEO of The LoBue Group, a non-investment-related company through which she conducts business as an independent contractor. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, employing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, and incorporates third-party reporting tools and alternative investments for qualified clients.

James Oboyle IV is a financial advisor at Glen Eagle Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC. Prior to his financial career, he served five years in the United States Marine Corps. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, including high net worth individuals and various business entities. The firm uses standardized asset-allocation models combined with fundamental and technical analysis, typically employing a buy-and-hold approach supplemented by rebalancing and stop-loss tools.

Charles Naddaff is a financial advisor with Glen Eagle Advisors, LLC in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Glen Eagle Advisors and its affiliated entity Glen Eagle Wealth, LLC since 2012 and is also the owner and president of Naddaff Consulting Service Inc, a consulting firm focused on operational efficiencies and fixed insurance products since 2002. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, often employing a buy-and-hold approach supplemented with rebalancing and stop-loss tools.

Robert Michel is a financial advisor at Glen Eagle Advisors, LLC in Philadelphia, PA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Glen Eagle Advisors and its affiliated entity Glen Eagle Wealth since 2016. Outside of advisory work, he serves as CIO and Principal of Glen Eagle Advisors and is a Principal and Shareowner of Glen Eagle Investments Inc., a holding company that also operates as a small specialty importer. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs standardized asset-allocation models supplemented by fundamental and technical analysis, using a buy-and-hold approach with rebalancing and stop-loss tools, and offers access to independent managers and alternative investments for qualified clients.

Ann Monaghan is a financial advisor at Glen Eagle Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Redwood Wealth Management Group, Bank of America, and Merrill. Outside of finance, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors provides investment management and wealth-planning services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses standardized asset-allocation models combined with fundamental and technical analysis, employing a buy-and-hold strategy supplemented by rebalancing and stop-loss tools.