Advisors at this firm
Mateusz A
Series 66
Lancaster, PA
Chestnut Street Investment Counsel, LLC
Mateusz Atlasik is a financial advisor at Chestnut Street Investment Counsel, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at The Vanguard Group, Inc., Ameriprise Financial Services, Inc., and PeoplesBank, A Codorus Valley Company. Chestnut Street Investment Counsel serves individuals, trusts, estates, retirement plans, and businesses with discretionary investment management and comprehensive wealth planning. The firm typically builds portfolios from individual stocks and bonds, applying both fundamental and technical analysis with a generally long-term orientation, and offers fiduciary retirement plan services in addition to traditional wealth management.
Beth V
Series 65
Lancaster, PA
Chestnut Street Investment Counsel, LLC
Beth Vulopas is a Series 65-licensed financial advisor with six years of industry experience, currently with Chestnut Street Investment Counsel, LLC. Her prior roles include positions at Financial Advisory Services, LLC, Atwater Malick, Vulopas & Associates Daily Money Management, and Wheatland Advisors. Chestnut Street Investment Counsel serves individuals, trusts, estates, retirement plans, and businesses with discretionary investment management and comprehensive wealth planning. The firm combines fundamental and technical analysis with a generally long-term investment orientation, offering portfolio management, financial planning, and fiduciary retirement plan services.