Malvern Capital Management

Louis Iovannone is a financial advisor at Malvern Capital Management in Malvern, PA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Malvern Capital Management since 2019 and previously worked at Symons Capital Management, Inc. from 2013 to 2019. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individuals, retirement plans, trusts, and intermediaries. The firm employs a long-term, strategic asset allocation approach with regular portfolio monitoring and rebalancing, and offers Outsourced Chief Investment Officer services, including the use of sub-advisors and borrowing within separately managed accounts.

Michael Czajka is a financial advisor at Malvern Capital Management with 20 years of industry experience. He has been with Malvern Capital since 2018 and previously worked at Symons Capital Management from 2013 to 2017. Outside of his advisory role, he serves on the Architectural Review Committee for the Kimberton Hunt Home Owners Association. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individuals, retirement plans, trusts, and intermediaries. The firm emphasizes long-term, strategic asset allocation with regular portfolio monitoring and offers distinctive services including margin borrowing within separately managed accounts and OCIO plan management.

James Olsen is a CFP® and CFA® with 21 years of experience in financial advising. He has worked at Malvern Capital Management since 2018 and previously held roles at Onesource Retirement Advisors and First Niagara Bank. Outside of his advisory work, Olsen serves on the finance committee for St. John's Lutheran Church and acts as treasurer for the Kensworth Open Space Association. Malvern Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and intermediaries. The firm emphasizes long-term strategic asset allocation with regular portfolio monitoring and rebalancing, offering a distinctive approach that includes allowance for borrowing within separately managed accounts and OCIO services.

John Eisele is a financial advisor at Malvern Capital Management with 48 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial LLC and First Cornerstone Bank. Malvern Capital Management provides discretionary investment management, financial planning, and project-based financial consulting to individuals, retirement plans, trusts, and intermediaries. The firm emphasizes long-term, strategic asset allocation guided by a written investment policy and proprietary modeling, incorporating a mix of mutual funds, ETFs, individual securities, and alternative vehicles tailored to client objectives.