THE MARSHALL FINANCIAL GROUP, INC of DOYLESTOWN, PA is an SEC-registered investment adviser (CRD 110935). Regulatory assets under management: $866.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Daniel David Cairns | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | — |
| Donald Robert Scholz | VICE PRESIDENT | — |
| Paula Cooper Nangle | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | — |
| John Michael Maier | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | — |
| Adam Joseph Reinert | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | — |
| Russell Stewart Weiss | CHIEF PLANNING OFFICER | — |
| Martin Floyd Kurtz | DIRECTOR | — |
| George Ec Evans | DIRECTOR | — |
| KURTZ MARTIN FLOYD | DIRECTOR | — |
| SCHOLZ DONALD ROBERT | VICE PRESIDENT; VICE PRESIDENT / CHIEF INVESTMENT OFFICER | — |
| MARSHALL WILLIAM LAWRENCE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND DIRECTOR; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER (+7 more) | — |
| ROBINSON JEANNE ANN | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF OPERATING OFFICER; PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CAIRNS DANIEL DAVID | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY; CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY (+1 more) | — |
| BAUER KENNY BRIAN | VICE PRESIDENT | — |
| WEISS RUSSELL STUART | VICE PRESIDENT | — |
| EMERY DAVID ARDEN | VICE PRESIDENT | — |
| MAIER JOHN MICHAEL | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | — |
| PRICE BRIAN ROBERT | TRUSTEE; TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | — |
| NANGLE PAULA COOPER | PRESIDENT; PRESIDENT AND DIRECTOR; PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR (+1 more) | — |
| REINERT ADAM JOSEPH | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | — |
| WEISS RUSSELL STEWART | CHIEF PLANNING OFFICER | — |
| EVANS GEORGE EC | DIRECTOR | — |
Showing 15 of 36 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (215) 348-9393 |
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