WhartonHill Investment Advisors Overview

  • Service
  • Other Consultant Type
  • Founded
  • 2008
Founded
  • Employees
  • 5
Employees

WhartonHill Investment Advisors General Information

Description

Since 2008, WhartonHill Investment Advisors has been committed to providing independent and unique financial advice to selected individuals, families and institutions. The firm provides comprehensive investment management of portfolios for wealthy individuals and families, foundations, endowments, trusts and small businesses. The firm consults its clients on 3 primary areas such as estate planning, tax planning and insurance.

Contact Information

Year Founded
2008
Service Provider Type
Other Consultant Type
Primary Office
  • 451 South Bethlehem Pike
  • Suite 210
  • Fort Washington, PA 19034
  • United States
+1 (215) 000-0000
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WhartonHill Investment Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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WhartonHill Investment Advisors Team (5)

Name Title Deals Office Contact
Info
Frank Rutan IV Founder & Managing Partner Fort Washington, PA
Marilyn Winiecki Chief Administrative Officer & Partner Fort Washington, PA
Tim Hussar Chief Investment Officer & Partner Fort Washington, PA
Clark Stossel Director Of Client Relations & Partner Fort Washington, PA
Shawn Capper Principal Fort Washington, PA
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