Investment and Advisory Personnel | Verdence Capital Advisors

Collaborative expertise.

One of our greatest investments is our people. They are here because they achieve results for their clients and make our team stronger.

Get To Know Matthew

Matthew Andrulot

Managing Director of Verdence/OCIO

Linked In 410.472.5388 EMAIL Matthew

Get To Know Reid

Reid Barger

Associate

Linked In 410.472.5394 EMAIL Reid DOWNLOAD VCARD

Get To Know Michele

Michele Beernink

Private Wealth Associate

Linked In 443.212.7047 EMAIL Michele

Get To Know Lucas

Lucas R. BelangerCFP®

Private Weath Advisor

Linked In 703.584.7160 EMAIL Lucas DOWNLOAD VCARD

Get To Know Debbie

Debbie Berlin

Senior Private Wealth Associate

410.472.5387 EMAIL Debbie DOWNLOAD VCARD

Get To Know Alexis

Alexis Corbitt-Fennekohl

Office Coordinator

Linked In 410.403.2662 EMAIL Alexis DOWNLOAD VCARD

Kevin M. Cuff, Director of Business Management of Verdence Capital Advisors

Get To Know Kevin

Kevin CuffAIF®, CRPC®

Executive Director, Business Management

Linked In 410.472.5384 EMAIL Kevin DOWNLOAD VCARD

Get To Know Jason

Jason EdelsonQFOP®

Executive Director

Linked In 443.212.7049 EMAIL Jason DOWNLOAD VCARD

Get To Know Courtney

Courtney Graditor

Client Service Coordinator, Family Office

Linked In 410.828.5513 EMAIL Courtney DOWNLOAD VCARD

Get To Know Brian

Brian J. GrumbachCFP®, AIF®, CIMA®

Partner

Linked In 410.472.5383 EMAIL Brian DOWNLOAD VCARD

Get To Know Emily

Emily Hogan

Private Wealth Associate

Linked In 410.403.2664 EMAIL Emily DOWNLOAD VCARD

Charles S. Holt, Managing Director, Partner of Verdence Capital Advisors

Get To Know Charles

Charles S. HoltQFOP®

Partner

Linked In 703.468.2715 EMAIL Charles DOWNLOAD VCARD

Get To Know Megan

Megan Horneman

Chief Investment Officer

Linked In 410.403.2681 EMAIL Megan DOWNLOAD VCARD

Get To Know Susan

Susan Insley

Private Wealth Associate

410.403.2660 EMAIL Susan DOWNLOAD VCARD

Get To Know Ed

Edward KarppiCFA®

Director

Linked In 703.349.4008 EMAIL Ed DOWNLOAD VCARD

Get To Know Katie

Kathryn Kelly

Private Wealth Associate

410.403.2666 EMAIL Katie DOWNLOAD VCARD

Get To Know Leo

Leo J. Kelly IIICBEC®

Chief Executive Officer, Partner

Linked In 410.472.5381 EMAIL Leo DOWNLOAD VCARD

Get To Know Kai

Kai Kressman

Specialist, Bookkeeper, Family Office

Linked In 410.403.2670 EMAIL Kai DOWNLOAD VCARD

Get To Know Noel

Noel LaMontagne

Director of Verdence/PRO

Linked In 610.390.7782 EMAIL Noel DOWNLOAD VCARD

Get To Know Annie

Annie McCann

Private Wealth Associate

703.468.2716 EMAIL Annie DOWNLOAD VCARD

Get To Know Nancy

Nancy McColganCFP®

Director of Verdence/Family

Linked In 410.403.2667 EMAIL Nancy DOWNLOAD VCARD

Get To Know Billy

Billy McMullen

Director, Private Wealth Advisor

Linked In 804.878.7098 EMAIL Billy DOWNLOAD VCARD

Get To Know Matt

Matthew S. MooreCBEC®, AIF®

Partner

Linked In 410.472.5391 EMAIL Matt DOWNLOAD VCARD

Get To Know John

John MorganCEPA®

Partner

Linked In 443.212.7050 EMAIL John DOWNLOAD VCARD

David Nelson,Director, Private Wealth Advisor

Get To Know David

David NelsonCFA®, CM&AA®

Director, Private Wealth Advisor

Linked In 703.584.7467 EMAIL David DOWNLOAD VCARD

Get To Know Tom

Thomas J. New

President, Partner

Linked In 410.472.5392 EMAIL Tom DOWNLOAD VCARD

Get To Know Spencer

Spencer Patton

Private Wealth Associate

Linked In 410.403.2665 EMAIL Spencer DOWNLOAD VCARD

Get To Know Avery

Avery A. PrknaAIF®, CRPC®

Partner

Linked In 410.472.5382 EMAIL Avery DOWNLOAD VCARD

Get To Know Rich

Richard M. Rosa

Partner

Linked In 410.472.5390 EMAIL Rich DOWNLOAD VCARD

Get To Know Brian

Brian SaboCFP®

Partner

Linked In 443.212.7048 EMAIL Brian DOWNLOAD VCARD

Get To Know Mike

Michael Salerno

Director, Due Diligence

Linked In 703.776.9789 EMAIL Mike DOWNLOAD VCARD

Get To Know Nick

Nicholas Schiavone

Analyst

Linked In 410.403.2669 EMAIL Nick DOWNLOAD VCARD

Get To Know Rob

Robert Schmitt

Director, Private Wealth Advisor

Linked In 410.403.2668 EMAIL Rob DOWNLOAD VCARD

Get To Know Meg

Meg Sheil-Puopolo

Director, Private Wealth Advisor

Linked In 410.403.2661 EMAIL Meg DOWNLOAD VCARD

Get To Know Steve

Stephen Thacker

Partner

Linked In 410.828.5533 EMAIL Steve DOWNLOAD VCARD

Get To Know Gennadiy

Gennadiy ToddCFP®

Financial Planner

Linked In 410.403.2674 EMAIL Gennadiy DOWNLOAD VCARD

Get To Know Michele

Michele Welsh

Chief Marketing Officer

Linked In 410.472.5385 EMAIL Michele DOWNLOAD VCARD

Get To Know Kelly

Kelly WrightCFP®

Director of Financial Planning

Linked In 410.403.2671 EMAIL Kelly DOWNLOAD VCARD

Collaborative expertise.

Managing Director of Verdence/OCIO

Associate

Private Wealth Associate

Lucas R. BelangerCFP®

Private Weath Advisor

Senior Private Wealth Associate

Office Coordinator

Kevin CuffAIF®, CRPC®

Executive Director, Business Management

Jason EdelsonQFOP®

Executive Director

Client Service Coordinator, Family Office

Brian J. GrumbachCFP®, AIF®, CIMA®

Partner

Private Wealth Associate

Charles S. HoltQFOP®

Partner

Chief Investment Officer

Private Wealth Associate

Edward KarppiCFA®

Director

Private Wealth Associate

Leo J. Kelly IIICBEC®

Chief Executive Officer, Partner

Specialist, Bookkeeper, Family Office

Director of Verdence/PRO

Private Wealth Associate

Nancy McColganCFP®

Director of Verdence/Family

Director, Private Wealth Advisor

Matthew S. MooreCBEC®, AIF®

Partner

John MorganCEPA®

Partner

David NelsonCFA®, CM&AA®

Director, Private Wealth Advisor

President, Partner

Private Wealth Associate

Avery A. PrknaAIF®, CRPC®

Partner

Partner

Brian SaboCFP®

Partner

Director, Due Diligence

Analyst

Director, Private Wealth Advisor

Director, Private Wealth Advisor

Partner

Gennadiy ToddCFP®

Financial Planner

Chief Marketing Officer

Kelly WrightCFP®

Director of Financial Planning

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