Wick Capital Partners, LLC

Joseph Dimaio is a financial advisor at Wick Capital Partners, LLC with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wick Capital Partners in 2023, he worked at Bryn Mawr Trust for five years and West Capital Management, Inc. for sixteen years. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and both active and passive strategies, managing most client assets on a discretionary basis and offering retirement-plan consulting and fiduciary services under ERISA.

Christopher Topolewski is a financial advisor with Wick Capital Partners, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Wick Capital Partners since 2018 and previously spent 16 years at West Capital Management, Inc. Outside of his advisory role, Mr. Topolewski is involved in real estate acquisition and development with family members and serves as an advisory board member of the Archdiocese of Philadelphia, focusing on investment matters. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies based on fundamental analysis and manages most client assets on a discretionary basis.

Andrew Sachais is a CFA® charterholder with nine years of industry experience. He is currently with Wick Capital Partners, LLC, where he has worked since 2020, except for a brief period at Brandywine Oak Private Wealth LLC. Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios based on comprehensive financial plans and employs a mix of active and passive strategies, including fundamental analysis.

Brooke Bees is a CFP® professional with 19 years of industry experience, currently serving at Wick Capital Partners, LLC. Her prior roles include positions at Mission Wealth Management, West Capital Management, and Mercer Global Advisors. Wick Capital Partners advises a diverse client base including individuals, families, trusts, and charitable organizations, offering personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and active and passive investment strategies and provides discretionary management along with retirement-plan consulting and fiduciary services.

David Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wick Capital Partners, LLC. His prior roles include positions at Merrill Lynch, Brandywine Oak Private Wealth, and Purshe Kaplan Sterling Investments. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies and manages most client assets on a discretionary basis.

Matthew Barr is a financial advisor at Wick Capital Partners, LLC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wick Capital Partners since 2019 and previously spent four years at Axa Advisors, LLC. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios from comprehensive financial plans and manages accounts using fundamental analysis with a mix of active and passive strategies, also offering retirement-plan consulting under ERISA frameworks.

Thomas Huber is a CFA® charterholder with six years of industry experience. He has been with Wick Capital Partners, LLC since 2019 and previously worked at Glenmede Trust from 1998 to 2018. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental analysis and both active and passive investment strategies across various asset classes, managing most client assets on a discretionary basis.

Andrew Bucksner is a CFP® with 10 years of experience in the financial industry. He is currently with Wick Capital Partners, LLC and previously worked at Archetype Advisors, LLC, among other firms. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets, using a blend of active and passive strategies guided by fundamental analysis, and offers integrated financial planning and retirement-plan consulting under ERISA frameworks.

Stephen Paul is a CFP® and holds a Series 65 license, with seven years of experience in the financial industry. He has been with Wick Capital Partners, LLC since 2019 and also operates as a self-employed accountant providing tax compliance and consulting services. Wick Capital Partners offers personalized asset management and financial planning to a diverse client base, managing approximately $930 million in discretionary assets. The firm integrates fundamental analysis with both active and passive investment strategies and provides services that include discretionary portfolio management and retirement-plan consulting.

Cortright Wetherill III is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with Wick Capital Partners, LLC and has previous experience at Rockefeller Financial LLC, Red Rocks Group, and Drexel University. Wick Capital Partners provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing approximately $930 million in discretionary assets. The firm develops portfolios based on comprehensive financial plans and uses a combination of active and passive strategies, including fundamental analysis, private placements for accredited investors, and third-party managers when appropriate.

Mark Feldser is a financial advisor with Wick Capital Partners, LLC, holding 10 years of industry experience. He has worked at Wick Capital since 2019, following prior roles at West Capital Management and West Capital Management, Inc. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management, comprehensive financial planning, and fiduciary services. The firm employs a combination of fundamental analysis and active and passive investment strategies, managing most client assets on a discretionary basis and conducting regular portfolio reviews.