Advisors at this firm
Robert H
CFA®
Wyomissing, PA
Connors Investor Services Inc
Robert Hahn is a CFA® charterholder with 10 years of industry experience. He has worked at Connors Investor Services Inc. since 2017 and previously was with Raymond James from 2014 to 2017. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm combines fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple pooled investment vehicles, such as mutual funds and private funds.
Steven S
CFP®, Series 65
Wyomissing, PA
Connors Investor Services Inc
Steven Silverman is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Connors Investor Services Inc in Wyomissing, PA since 1997. Outside of his advisory role, Silverman is owner and president of Old Mill Management, LLC, a commercial real estate and management company where he provides consulting and financial analysis. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, and other entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple affiliated private funds and a mutual fund.
Steven P
CFP®, Series 63, Series 65
Wyomissing, PA
Connors Investor Services Inc
Steven Pottieger is a CFP® with 20 years of industry experience, currently serving at Connors Investor Services Inc since 2005. He holds Series 63 and Series 65 licenses and is based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, and various entities. The firm employs a blend of fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated funds and pooled vehicles.
Thomas P
Series 63, Series 65
Marietta, GA
Connors Investor Services Inc
Thomas Platt is a financial advisor at Connors Investor Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Connors Investor Services since 2013. He is also involved in selling fixed annuities. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and treats cash as an asset class, while managing portfolios with mutual funds, ETFs, equities, fixed income, and private funds.
Ryan M
Series 63, Series 65
Wyomissing, PA
Connors Investor Services Inc
Ryan Mccallum is a financial advisor with Connors Investor Services Inc, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Connors Investor Services since 2022 and previously spent 11 years at LPL Financial LLC. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and is notable for its role as adviser and sponsor of multiple pooled investment vehicles and affiliated funds.
Debora C
Series 65
Wyomissing, PA
Connors Investor Services Inc
Debora Covell is a Series 65 licensed financial advisor with nine years of industry experience. She has worked at Connors Investor Services Inc. since 2017 and previously spent one year at CemSOL and 29 years at McGinn Capital Management, Inc. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis using both long- and short-term strategies, including options, and serves as adviser and sponsor of multiple pooled investment vehicles.
Peter C
CFA®
Wyomissing, PA
Connors Investor Services Inc
Peter Connors is a CFA® charterholder with 23 years of industry experience. He has been with Connors Investor Services Inc since 1992. The firm is a team of nine advisors based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, including options and treating cash as an asset class. It also acts as adviser and sponsor to multiple pooled vehicles, including the Connors Hedged Equity mutual fund and affiliated private funds.
Benjamin C
Series 65
Wyomissing, PA
Connors Investor Services Inc
Benjamin Connors is a Series 65-licensed financial advisor with Connors Investor Services Inc, based in Wyomissing, PA. He has one year of industry experience, including prior roles at SEI Investments Company and multiple engagements with Connors Investor Services. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and a range of investment vehicles, and is notable for its role as adviser and sponsor of pooled funds including a mutual fund and affiliated private funds.
Brian M
CFA®, Series 63
Wyomissing, PA
Connors Investor Services Inc
Brian Mccoy is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 2003. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm uses a blend of fundamental and technical analysis, employing both long- and short-term strategies including options, and manages a range of assets including mutual funds, ETFs, equities, and fixed income.
Robert C
CFA®, Series 63
Wyomissing, PA
Connors Investor Services Inc
Robert Cagliola is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 1999. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm combines fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated pooled investment vehicles.