CONFLUENCE FINANCIAL PARTNERS of MCMURRAY, PA is an SEC-registered investment adviser (CRD 311980). Regulatory assets under management: $7.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gregory Joseph Weimer | CHIEF EXECUTIVE OFFICER AND CHAIR; PRESIDENT; SHAREHOLDER | — |
| Kathleen Ann Thornhill | CHIEF COMPLIANCE OFFICER | — |
| James Austin Wilding | SHAREHOLDER | — |
| MOONEY ABIGAIL KATZEN | CCO; CHIEF COMPLIANCE OFFICER | — |
| WILDING JAMES AUSTIN | GENERAL PARTNER; PARTNER; PRESIDENT AND SECRETARY (+3 more) | — |
| WEIMER GREGORY JOSEPH | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHAIR; CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER (+6 more) | — |
| THORNHILL KATHLEEN Ann | CHIEF COMPLIANCE OFFICER | — |
| William Richard Winkeler | CHIEF INVESTMENT OFFICER | — |
| Stephanie G Bogden | CHIEF OPERATING OFFICER | — |