Van Dyke will service public,
private and nonprofit organizations for the firm’s institutional client group.
Van Dyke comes to Arnerich Massena
with more than 12 years of industry experience. Previously, he served as a
consultant and director of manager research for Stratford Advisory Group, and
worked at CTC Consulting in a variety of roles including analyst, associate
consultant and assistant vice president.
Van Dyke holds a bachelor’s of
science in economics from the University of Oregon. He is a Chartered Financial
Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), and a member
of the Chicago Society of Financial Analysts.
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Joining the division are Shawn T. Higginbotham,
Deborah Davis and Joseph
Dowling.
Higginbotham
joined Penn Liberty Wealth Advisors as an investment strategist. He will be
responsible for non-deposit investment strategies and financial
planning. Higginbotham has 15 years of experience in financial services
focused on providing clients with wealth management and financial planning
solutions. Prior to joining Penn Liberty, he was with Morgan Stanley Dean
Witter, SunTrust Private Banking and, most recently, Schwab Private Client
Investment Advisory.
Higginbotham holds a bachelor’s of business administration in finance from Stetson University and a master’s of business administration
with a concentration in investments from the University of
Central Florida. He has the following industry registrations: Series 7,
9, 10, 63, 65 and 66. Higginbotham is an accredited asset management specialist
and a certified financial planner.
Davis
joined Penn Liberty Wealth Advisors as an adviser. She will be responsible
for developing the financial resources in the Chester
County region. She has more than nine years’ experience in financial
services and real estate industries. She was previously employed by
Graystone Wealth Management in West Chester,
Pennsylvania, where she supported eight retail branches and five
retirement communities. Davis has series 6, 7 and 63 registrations and is
a certified financial planner.
Dowling
joined Penn Liberty Wealth Advisors as an adviser. He
will be responsible for developing the integration of wealth advisory in the Montgomery County region. Dowling has accumulated
more than 15 years in financial services. His background includes experience in
sales, trading, business development and management in the money, capital and commodity
markets. His past employers include Brandywine Asset Management, Tullett Prebon
and Prudential Financial. After leaving New York
in 2004, he transitioned into business development and sales director roles in risk
management and insurance with Willis Group and American Brokerage
Services.
Dowling is a graduate of the University of Pennsylvania and holds the Series 6, 63 and 65 securities
registrations, as well as the Pennsylvania Producer’s License for Life, Health,
Annuities and Property & Casualty.