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Girard

Investment Research and Strategy Team

LEADERSHIP

Tim Chubb headshot

Timothy S. Chubb2,4
Senior Vice President and Chief Investment Officer
Girard Advisory Services, LLC

Contact Timothy Chubb

As chief investment officer, Tim oversees the firm’s investment process and creates strategies that are designed to meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy, and continues to be a trusted resource for clients planning their long-term financial goals. Previously, Tim worked at SEI Investments and Diversified Financial Group, LLC. Tim is a graduate of West Chester University with a Bachelor of Science in finance. He is also a member of the CFA Institute and the CFA Society of Philadelphia. In 2018, Tim earned a coveted spot on the Philadelphia Business Journal’s 40 Under 40 list. Each year this list recognizes 40 people, under the age of 40, for their professional accomplishments and community involvement. In his spare time, you can find Tim testing his patience on the golf course or cheering the Flyers and Eagles to victory. Tim and his wife live in West Chester, PA.


INVESTMENT RESEARCH AND STRATEGY TEAM

Marc Balcer photoMarc Balcer2
Senior Vice President and Director, Investment Strategy
Girard Advisory Services, LLC

Contact Marc Balcer

As the director of investment strategy, Marc partners with Girard's advisors to provide clients and prospects guidance on the appropriate investment tools and strategies to help achieve their financial goals while aligning with their values. He has more than 15 years of experience in the financial services industry. Previously, he was co-founder and portfolio manager at Bluefin Investment Management, a long-short equity hedge fund. Most recently, he coached and taught social-emotional learning at The Shipley School.

He received a bachelor’s degree in economics and growth and structure from Haverford College and a master’s degree in nonprofit leadership from the University of Pennsylvania. He also earned the CFA Charterholder designation in 2000. Marc is active in his local community and currently serves on the external relations and audit committees for The Woodlynde School, a K-12 college prep school for students with learning differences. In addition, he serves as a mentor for both CFA of Philadelphia’s Inve$t in Her Future and Clarifi’s financial counseling programs. When he’s not working or volunteering, he enjoys spending time with his family. He is also a huge fan of stand-up comedy and enjoys teaching mindfulness and meditation with a particular focus on men, middle age and the workplace. Marc resides in Wayne, Pa. with his wife and children.



Bruce Freeston photoBruce Freeston2
Senior Vice President and Director, Investment Research
Girard Advisory Services, LLC


With more than 27 years of experience in the financial services industry, Bruce is a director of investment research. He is a member of the Girard Investment Committee and serves as Chairman of the Equity Subcommittee. He received his bachelor’s degree from Denison University. Bruce is also a Chartered Financial Analyst (CFA®) and has his Certified Financial Planner (CFP®) designation. When he’s not managing the investment research process, he enjoys spending time with his family, traveling and golfing. Bruce resides in Lower Gwynedd with his wife.


Barry KeckBarry Keck2,3,4,5
Senior Vice President and Director, Investment Research
Girard Advisory Services, LLC

Contact Barry Keck

As a director of investment research with excellent critical thinking skills, Barry uses his 22 years in the financial services industry to provide his clients support with mutual fund analysis, risk management and asset allocation. Prior to joining Girard, Barry worked as a chief investment analyst and portfolio manager at Trollinger Consulting Group. He earned his bachelor's degree in computer science from DeSales University, and later on, his master's degree in finance. Barry currently holds FINRA Series 7 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses. Outside of work, Barry enjoys playing golf, cheering on Philadelphia sports teams and spending time with his spouse.


Nate Rosenberg headshotNate Rosenberg2,3,5
Vice President and Director, Investment Research
Girard Advisory Services, LLC


Diligent and analytical, Nate brings meticulous attention to detail to role as director of investment research. He’s dedicated to his clients and helps ensure proper plans are in place so they can achieve their financial goals. Prior to joining Girard, Nate worked as a consultant at Clermont Partners in Chicago. He earned his bachelor’s degree in finance from Indiana University of Pennsylvania and holds FINRA Series 7 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses. In addition, Nate passed Level I of the CFA Program. Outside of the office, he enjoys snowboarding, traveling and trying new cuisines. Nate currently resides in Phoenixville, PA.



Photo of Nick PlawaNick Plawa2
Research Analyst
Girard Advisory Services, LLC


As a research analyst, Nick is responsible for developing and analyzing security selection processes and portfolio construction, as well as performing extensive qualitative market and economic research. His research covers multiple market segments in conjunction with the ongoing due diligence of the firm’s portfolios and overall investment philosophies. He has more than nine years of experience in the financial services industry. Nick is a member of Girard’s Trust Investment Committee, Equity Subcommittee and Mutual Fund Subcommittee. He holds a bachelor’s degree from West Chester University. Outside of work, Nick enjoys riding his motorcycle, cooking barbecue and is an avid blacksmithing hobbyist.


PORTFOLIO MANAGEMENT TEAM

Jennifer Strawser photoJennifer Strawser2
Director of Portfolio Management
Girard Advisory Services, LLC

Contact Jennifer Strawser

As a director of portfolio management, Jennifer is responsible for overseeing the portfolio management team, economic and market research and maintaining the portfolio management operating system. She has more than 16 years of experience in the financial services industry. Jennifer received her bachelor’s degree from Susquehanna University and holds her NASAA Series 65 (Uniform Investment Advisor Law) license. Outside of work, she enjoys spending time with her family, boating and waterskiing at Lake Wallenpaupack. She resides in Sellersville with her husband and three children.


Pete Conte photoPeter Conte1,2
Vice President and Portfolio Manager
Girard Advisory Services, LLC

Contact Peter Conte

Pete has more than 32 years of experience in the financial services industry. As a vice president and portfolio manager, he is responsible for handling the portfolio management of trust accounts, staying informed about current economic indicators and regularly reviewing account performance with clients. Pete obtained his bachelor’s degree from Villanova University. Additionally, he is an honors graduate of the Pennsylvania Bankers Association School of Trust. When he’s not working, Pete enjoys watching or playing sports and spending time with his family. He resides in Schwenksville with his wife.


Andrew Lein headshotAndrew Lein2,3,5
Portfolio Manager
Girard Advisory Services, LLC

Contact Andrew Lein

As a portfolio manager, Andrew is responsible for handling the portfolio management of client accounts. His success in this role is attributed to his strong attention to detail and communications skills. Andrew has more than 13 years of experience in the financial services industry. Prior to joining Girard, Andrew was an IRA specialist at Univest Bank and Trust Co. He obtained his associate’s degree from Bucks County Community College. When he’s not helping Girard’s clients, Andrew enjoys spending time with family, traveling, attending concerts, playing volleyball, and playing the guitar.





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