Malvern, PA Office
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Traynor Capital Management
Team
Firm-wide stats for Traynor Capital Management
About
Traynor Capital Management serves individual and high‑net‑worth clients as well as corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, retirement plan/corporate consulting, and business funding consulting tied to ROBS (rollover business solution) transactions. The firm provides both discretionary and non‑discretionary management and describes financial planning as a value‑added complement to its portfolio services.
The firm’s investment approach emphasizes tailored strategies across multiple asset classes with a notable emphasis on direct stock ownership across large, mid, small cap and international categories; typical portfolios hold roughly 20–50 positions and are constructed using a proprietary methodology that evaluates industry potential, earnings projections, leadership and valuation. Portfolios are monitored and rebalanced as market conditions and client circumstances change, and the firm uses a mix of analytical techniques including fundamental, technical and charting analysis.
Compared with peers, Traynor stands out for its scale relative to team size — managing over $2.4 billion with a seven‑advisor team — which results in an unusually high amount of assets per advisor. The firm also maintains a formal relationship with third‑party ROBS providers and a designated administrative team that spends substantial time facilitating business‑funding account openings and transfers, a source of referral flow into its investment advisory business.
Based on Traynor Capital Management
Location
418 E King St
Malvern PA 19355
Advisors at this office
5
Advisors at this office
Julia V
Series 63, Series 65
Malvern, PA
Traynor Capital Management
Julia Vandergast is a financial advisor at Traynor Capital Management with Series 63 and Series 65 designations and three years of industry experience. She has worked at Traynor Capital Management since 2022 and previously held roles at The Vanguard Group and Procurement Foundry. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, and business funding consulting tied to ROBS transactions. The firm’s investment approach focuses on tailored multi-asset strategies with an emphasis on direct stock ownership, using a proprietary methodology and multiple analytical techniques.
Matthew I
Series 65
Malvern, PA
Traynor Capital Management
Matthew Ihlein is a financial advisor at Traynor Capital Management with 10 years of industry experience. He holds a Series 65 credential and has been with Traynor since 2015. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solution (ROBS) transactions. The firm’s investment approach focuses on tailored strategies across multiple asset classes, emphasizing direct stock ownership and using a proprietary methodology to construct diversified portfolios.
David P
Series 63, Series 65
Malvern, PA
Traynor Capital Management
David Peck is a financial advisor at Traynor Capital Management with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Traynor since 2016. Outside of financial advising, he also serves as Director of Athletic Development for YSC Sports. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, and consulting services. The firm emphasizes tailored investment strategies across multiple asset classes, maintaining portfolios of 20–50 positions that are regularly monitored and rebalanced.
Michael J
Series 63, Series 65, Series 66
Malvern, PA
Traynor Capital Management
Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Charles Schwab and Pacific Life Insurance Company. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations. The firm offers tailored portfolio management and financial planning, emphasizing direct stock ownership through a proprietary methodology, and manages over $2.4 billion with a seven-advisor team.
Keith T
CFP®, Series 63, Series 65
Malvern, PA
Traynor Capital Management
Keith Traynor is a CFP® with 35 years of industry experience, currently serving at Traynor Capital Management since 2005. He is based in Malvern, PA, and holds Series 63 and Series 65 licenses. Traynor Capital Management serves individual and high-net-worth clients along with corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, and consulting services. The firm emphasizes tailored investment strategies across multiple asset classes, with portfolios constructed using a proprietary methodology and managed through a combination of fundamental, technical, and charting analysis.
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