Pennsylvania Capital Management Inc.

Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. Prior to his advisory role, he worked at Drexel University from 2012 to 2017. Pennsylvania Capital Management provides investment consulting, portfolio management, and financial planning services to a diverse client base that includes individuals, pension plans, trusts, corporations, and charitable organizations. The firm employs individualized asset allocation strategies implemented through various investment vehicles, including in-house management, independent managers, and automated platforms.

Christopher Mallon is a CFP® with eight years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2018. Prior to this, he worked at Hobbs Group Advisors, LLC, and spent four years at the University of South Carolina. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private funds and automated strategies for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs individualized asset allocations implemented through various vehicles and offers tactical allocation services and automated rebalancing platforms.

Stephen Palmer is a financial advisor at Pennsylvania Capital Management Inc. in Naples, FL, with 19 years of industry experience. He holds a Series 65 designation and has been with Pennsylvania Capital Management since 2005. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.

Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.