Grandview Asset Management LLC

Adam Koser is a CFA® charterholder with one year of industry experience. He has worked at Grandview Asset Management LLC since 2024 and previously spent 14 years at Federated Hermes. Outside of his advisory role, he is a passive member of two multifamily real estate investment entities. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm manages approximately $340 million through a team-based model and employs a defined security-selection process focusing on companies with strong balance sheets, liquidity, and earnings growth.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments. Parker has also held roles outside the financial sector, including positions at Hershey Entertainment and Resorts and Temple University. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm manages approximately $340 million through a team-based model, combining individualized financial planning with a defined security-selection process focused on companies with strong balance sheets, liquidity, and earnings growth.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with 63 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm manages approximately $340 million through a team-based approach, combining individualized financial planning with a defined security-selection process focused on companies with strong balance sheets, liquidity, and earnings growth.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Grandview since 2018 and previously at F&M Trust from 2014 to 2018. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm manages approximately $340 million using a team-based model and combines individualized financial planning with a defined security-selection process focused on companies with strong balance sheets, liquidity, and earnings growth.