Advisors at this firm
Jacob W
Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.
Jeremy B
CFP®, Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.
Kevin H
CFP®, Series 63, Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Kevin Hartnett Jr. is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sensenig Capital Advisors, Inc. since 2020. Prior to this, he held roles at SEI Investments Distribution Co and several SEI Investments entities from 2016 to 2020. Outside of his advisory work, he is the owner of Oaks Venture Partners LLC, an entity formed to purchase investment real estate. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis, with portfolios typically managed on a discretionary, buy-and-hold basis.