Axiom Asset Management

Craig Rose is a financial advisor at Axiom Asset Management with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Axiom Asset Management, LLC and Purshe Kaplan Sterling Investments since 2003, as well as WealthTrust Axiom since 2007. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a client-specific, profile-driven investment approach utilizing multiple strategies and analyses across various asset classes, emphasizing asset allocation, security selection, and tax considerations.

Michael Heaberg is a financial advisor at Axiom Asset Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Axiom Asset Management and affiliated firms since 2003. He serves as a board member of the Chester County Planning Commission, advising on land planning and development. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific investment approach using a variety of strategies and analyses across multiple asset classes, emphasizing asset allocation, security selection, and tax considerations.

Karin Braack Cannon is a CFA® charterholder with over 12 years of industry experience. She is currently with Axiom Asset Management, where she has worked since 2024. Prior to joining Axiom, she spent 11 years at DuPont Capital Management. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific investment approach combining value, growth, contrarian, and opportunistic strategies across multiple asset classes, with an emphasis on asset allocation, security selection, and tax considerations.

David Webster is a financial advisor at Axiom Asset Management in Wayne, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Axiom Asset Management since 2013 and also holds a concurrent role at Purshe Kaplan Sterling Investments. Axiom Asset Management provides discretionary and non-discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific, profile-driven investment approach using a variety of strategies and analytical methods, with an emphasis on asset allocation, security selection, and tax considerations.

Jacob Cohen is a financial advisor at Axiom Asset Management with a Series 65 designation and one year of industry experience. Prior to joining Axiom, he spent several years working with professional basketball clubs, including Maccabi Tel Aviv BC and Obradoiro CAB. Axiom Asset Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and employee retirement plans. The firm employs a client-specific investment approach that integrates multiple strategies and analyses across various asset classes, emphasizing asset allocation, security selection, and tax considerations.