Addison Capital

Steven Benjamin is a CFA® charterholder with 19 years of industry experience. He is currently with Addison Capital in Conshohocken, PA, and has held roles at Nest Investments LLC and Revl Capital Group. Addison Capital provides investment supervisory services and advisory consulting to a range of individual and institutional clients, including high-net-worth individuals, pension plans, trusts, corporations, and banks. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios and manages accounts on both discretionary and non-discretionary bases.

Morgan Frees is a Wealth Advisor and Director at Addison Capital with four years of industry experience. Prior to joining Addison Capital, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC, and earlier in his career, he was employed by Ernst & Young. Addison Capital provides investment supervisory services and advisory consulting to a range of clients including high-net-worth individuals, pension plans, trusts, corporations, and banks. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios aimed at long-term capital appreciation and manages accounts on both discretionary and non-discretionary bases.

Michael Church is an advisor at Addison Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2016, while being with Addison Capital since 2009. He is also the managing partner of Numismatic LLC, an active business he dedicates time to monthly. Addison Capital provides investment supervisory services and advisory consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, corporations, banks, and thrift institutions. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and manages accounts on both discretionary and non-discretionary bases.