Orchard Advisors

Stephen Abbe is a financial advisor at Orchard Advisors with three years of industry experience. He holds a Series 65 designation and has worked at SRC, Inc. since 1996. Orchard Advisors provides investment advisory services to individual and institutional clients, offering discretionary portfolio management, customized investment policy statements, and hourly investment consulting. The firm manages client assets internally and employs a multi-faceted investment approach that integrates economic, cycle, fundamental, and technical analysis.

David Connelly is a financial advisor at Orchard Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Orchard Advisors since 2021 and Cardinal Capital Management LLC since 2011. Orchard Advisors provides investment advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages client assets in-house, uses a documented investment process involving multiple analysis methods, and offers both discretionary portfolio management and hourly consulting services.

Andrew Nardella is a financial advisor with Orchard Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Orchard Advisors since 2016. Orchard Advisors provides investment advisory services to individual and institutional clients, managing assets in-house and offering both discretionary portfolio management and hourly investment consulting. The firm’s investment process incorporates various analytical methods to construct portfolios aligned with client goals and maintains continuous account monitoring.