Allison Wilk

Allison J. Wilk

Institutional Investment Officer

Ms. Allison Wilk joined the firm in 2014. As an Institutional Investment Officer, Allie maintains and manages institutional client advisory accounts with an emphasis on service and client relationships. She also provides sales and administrative support to the Business Development team and is responsible for coordinating the RFP process.

Contact Information

610.995.8751

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Certifications & Education

B.A., St. Joseph’s University

FINRA Series 7 and 66

Previous Experience

Investment Officer
The Haverford Trust Company

Financial Service Professional
Windsor Financial Group

Marketing and Development Intern
Morris Museum

Accounting Support
Transnet Corporation

Institutional Business Development & Client Service Team

Rebecca Farnsworth

Vice President & Institutional Portfolio Manager
610.995.8772

Robert F. Stiles

Vice President, Business Development
610.995.8720

Allison Wilk

Allison J. Wilk

Institutional Investment Officer
610.995.8751

Client Service Team

Tom Lynch

Vice President & Portfolio Manager
610.995.8753

Allison Wilk

Allison J. Wilk

Institutional Investment Officer
610.995.8751