VNFA NEWS

Posted on April 28, 2020 by The Weekly Commentary

Welcome Mo Spolan to #TeamVNFA!
We welcome Maurice “Mo” Spolan to the new position of Investment Research Analyst. Mo is a CFA Level III Candidate with a degree in Finance from the University of Colorado at Boulder, Leeds School of Business.

Mo will work out of VNFA’s Bethlehem headquarters as part of the investment department. He will contribute to the VNFA Investment Committee research initiatives regarding portfolio construction, individual equity analysis and the development of new strategies/offerings.

“Mo has been able to hit the ground running as a productive addition to our team despite the unusual circumstances of his start,” said Connor Darrell, Assistant Vice President and Head of Investments. “Mo’s first week in the office was a unique one, and it ended with our management team closing our physical offices and sending the entire staff home to work remotely. Long-term, we expect that our clients will greatly benefit from the depth Mo’s hiring adds to our investment research process.”

In addition to his recent experience in asset management and investment banking, Mo was also contributor for Seeking Alpha, a crowd-sourced investment research platform. Outside of work, Mo enjoys reading a broad range of nonfiction, watching professional sports, and lifting weights.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

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