Kevin S. Roof

Director of Operations, Central PA Region Email: FOCUS Kevin oversees and coordinates the Central Pennsylvania Office’s day-to-day administrative, client service, and the firm’s processes and procedures. CAREER HIGHLIGHTS Kevin’s administrative, client-centric, technical, and leadership background spans nearly four decades providing[...] Continue reading
21 August, 2020

Miranda Metz

Manager of Marketing Email: FOCUS Miranda’s focus is to drive the firm’s growth through planning, creation, implementation, and oversight of strategic marketing and communications initiatives. CAREER HIGHLIGHTS Miranda started her marketing career in 2001 and has worked to improve the messaging and outreach for nonprofits, small[...] Continue reading
21 August, 2020

Brian J. Jankowski, CFA®

Senior Investment Analyst & Trader Email: FOCUS Brian’s primary responsibilities involve investment and economic analysis and research, placing investment trades and rebalancing accounts to target per investment policies. CAREER HIGHLIGHTS Brian has dedicated years to passing all three levels of the CFA® exams, demonstrating[...] Continue reading
21 August, 2020

Daniel T. Eye, CFA®

Head of Asset Allocation and Equity Research Email: FOCUS Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions and collaborates with other investment team members to formulate the overall economic view of the firm. CAREER HIGHLIGHTS Dan spent five years at Zeke Capital[...] Continue reading
21 August, 2020

Adrianne Smith

Email: FOCUS As a Client Relationship Specialist, Adrianne supports the firm’s Investment Advisors. She assists clients with day-to-day requests, handles the new account and transfer processing. Adrianne also schedules client reviews, and an array of other tasks. CAREER HIGHLIGHTS Adrianne has spent the past 25 years in the banking and[...] Continue reading
21 August, 2020

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