A complete list of active advisors currently associated with Verdence Capital Advisors, LLC

Warmer can help you find a great advisor at Verdence Capital Advisors, LLC or one who fits your needs even better.

Verdence Capital Advisors manages roughly $4.63 billion and serves a mix of individual and institutional clients, including high‑net‑worth families, business owners, and specialized clients such as professional athletes and entertainment professionals. The firm offers discretionary portfolio management, financial planning, family office services (including bill payment and bookkeeping), a specialist Verdence/PRO team, and OCIO/sub‑advisory and consulting services through its RIA+ platform. The firm’s investment process draws on fundamental, technical, and cyclical analysis and employs both long‑ and short‑term purchase strategies while tailoring allocations to each client’s objectives and risk tolerance. Verdence commonly charges percentage‑of‑AUM advisory fees, may allocate client assets to separately managed accounts, independent managers, mutual funds and ETFs, and includes private investment fund exposures as part of assets under management when recommended. Noteworthy items highlighted in the brochure include an affiliated sponsored private fund vehicle, Independent Access Partners, LLC, in which principals hold an indirect ownership interest via Hunt Valley Partners, LLC; the affiliate waives fund‑level management fees for Verdence clients but charges an administrative fee to all investors and ties the waiver to the client’s continued advisory relationship. The brochure also discloses operational practices that are less common among peers — firm‑provided bill‑paying with surprise verification by an independent accounting firm, engagement of Chicago Clearing Corporation to monitor and file class‑action claims (with CCC receiving a negotiated percentage of settlements), and the firm’s use of client testimonials in advertising.

To learn more about the advisors currently working at Verdence Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kerry Ahern	Hunt Valley, MD	21
Mark Amberg	Alexandria, VA	31
Matthew Andrulot	Hunt Valley, MD	21
Lucas Belanger	Hunt Valley, MD	4
Kevin Cuff	Hunt Valley, MD	24
Dwight Davenport	Hunt Valley, MD	26
Jason Edelson	Hunt Valley, MD	25
Megan Foard	Hunt Valley, MD	23
Brian Grumbach	Hunt Valley, MD	29
Taylor Guglielmo	Alexandria, VA	9
Ayaz Hasan	Hunt Valley, MD	18
Charles Holt	Alexandria, VA	36
Carol Hopkins	Hunt Valley, MD	1
Stephen Jacobson	Hunt Valley, MD	3
Edward Karppi	Esmont, VA	11
Leo Kelly IV	Hunt Valley, MD	2
Leo Kelly III	Hunt Valley, MD	28
Noel La Montagne	Ft. Lauderdale, FL	6
Nancy Mccolgan	Hunt Valley, MD	7
Peter Mcgratty	Hunt Valley, MD	2
Matthew Moore	Hunt Valley, MD	35
John Morgan	Bluffton, SC	30
John Piccirilli	Bradenton, FL	0
Matthew Pietzak	Naples, FL	25
Elizabeth Psota	Naples, FL	1
Richard Rosa	Hunt Valley, MD	17
Brian Sabo	Hunt Valley, MD	30
Robert Schmitt	Hunt Valley, MD	27
Meg Sheil Puopolo	Hunt Valley, MD	24
Jeffrey Simet	Hunt Valley, MD	1
Stephen Thacker	Hunt Valley, MD	22
Andrew Wright	Naples, FL	3
Kelly Wright	Hunt Valley, MD	14

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