Our team is seeking interns with a sharp attention to detail and an interest in gaining hands-on experience at a busy financial services office during tax season.
Join in our effort to support local children this holiday season. We’re having a WRAPPING PARTY on November 27, 11 a.m. to 1 p.m. at our Bethlehem headquarters.
You’re invited to stop by with Holiday Hope Chest donations and to help us wrap our shoe boxes. If you can’t join us, you can sponsor a Holiday Hope Chest by way of the Volunteer Center of the Lehigh Valley’s #GivingTuesday campaign. WHAT ARE HOLIDAY HOPE CHESTS? WHAT GIFTS CAN I CONTRIBUTE?
Light refreshments will be provided. Please RSVP to Judianne Harris by Tuesday, November 20.
We are pleased to welcome Christopher Popp, CPA, MST to the team as Senior Tax Accountant.
Chris is one of 10 licensed tax professionals at Valley National (8 CPAs and 2 EAs). He will work out of Valley National’s Bethlehem headquarters as part of the tax services team, preparing and reviewing returns as well as assisting clients with tax strategies and financial planning.
Chris is a Certified Public Accountant (CPA) with more than 25 years of experience. He has a bachelor’s degree in Accounting from Rutgers University and a master’s in Taxation from Seton Hall University. Chris is also a Pennsylvania licensed life insurance producer.
“Our one-stop service model allows clients to have the peace of mind that their financial goals are being managed by one trusted team and Chris is an excellent addition to that team,” said Matthew Petrozelli, Chief Executive Officer. “His knowledge about tax and accounting will be valuable for clients not only during tax preparation season but also year-round in planning for long-term goals.”
Chris resides in Wind Gap. He enjoys family time with his three daughters, reading, golf, soccer and gymnastics.
Chris can be reached at email@example.com or at 610-868-9000 x 115
The CFA is regarded by most to be the highest distinction for investment professionals, especially in the areas of research and portfolio management. The CFA program consists of three exams encompassing a “candidate body of knowledge” (CBOK) that the CFA Institute believes is necessary for those in the investment profession. In addition to passing these tests in succession, CFA candidates must accrue four years of professional experience.
“Obtaining the CFA designation is a huge investment in time – with candidates spending upward of 300 hours a year for a period of three to four years,” says Valley National’s CEO, Matthew Petrozelli. “Connor’s commitment to this intensive endeavor while continuing to excel in his full-time work for our team and our clients makes all of us extremely proud.”
Connor joined Valley National Financial Advisors in 2014 as an Associate through the firm’s Entry-Level Professional (ELP) program. He is originally from Cream Ridge, New Jersey, and moved to Bethlehem after he graduated from Gettysburg College with a degree in Economics.
As Assistant Vice President, Head of Investments Connor will continue to provide investment analysis and assist VNFA’s advisory teams with portfolio strategy and asset allocation. in addition to contributing market analysis and insights to The Weekly Commentary e-mail newsletter.
This year, we would like to invite you (our clients and friends with whom we share this Lehigh Valley community) to participate by helping us create Holiday Hope Chests!
We’re Moving! Our New Jersey office is relocating on November 1, 2018.
Currently at 825 Belvidere Road, our team is moving just a little more than a mile away to 420 Coventry Drive, Phillipsburg, NJ 08865. Our entire firm is excited about the new space, and we look forward to welcoming you to visit us.
Click here for directions from our existing New Jersey office address to the new office location.
Regular office hours at this location will remain Mondays and Fridays from 8 a.m. to 4 p.m. and Wednesdays from noon to 4 p.m. The New Jersey service team is available from our Bethlehem headquarters on Tuesdays, Thursdays and Wednesday mornings. If you would like to make an appointment, please call 908-454-1000.
Lehigh Valley Business selected VNFA for “Behind the List” this week. Accompanying the list of Asset Managers & Investment Brokerage Firms is an interview with our CEO, Matt Petrozelli.
Valley National is pleased to again partner with WDIY and Second Harvest Food Bank to help feed those in need throughout the Lehigh Valley.
During the WDIY Fall Pledge Drive – which kicks off on October 8 – every $100 donated to support WDIY will trigger an automatic contribution by VNFA directly to Second Harvest to pay for 21 meals. Last year, this partnership resulted in a donation to fund 12,000 meals!
Congratulations to our Assistant Vice President, Finance & Accounting Elizabeth Wilson, CPA! She was honored yesterday by the Pennsylvania Institute of CPAs (PICPA) with a 2018 Young Leader Award.
This program recognizes PICPA members under the age of 40 who demonstrate an extraordinary commitment to the accounting profession through their active involvement in the PICPA and community activities. Elizabeth and the other 2018 award recipients were recognized at the PICPA Leadership Conference and featured in the Fall 2018 issues of the Pennsylvania CPA Journal.
Elizabeth joined the Valley National team in 2014 as Corporate Controller. Today she is part of the executive leadership and tax management teams in addition to overseeing all the corporate accounting and planning for the Valley National Group of companies.