Our Founder & Chairman, Thomas Riddle is among the 2020 ICON honorees being celebrated by Lehigh Valley Business. The second annual ICON Honors recognizes the Greater Lehigh Valley’s business leaders over the age of 60 for their notable success and demonstration of strong leadership, both within and outside their chosen field. A virtual awards celebration will take place on November 5 from 5-6 p.m. Visit lvb.com/events for more information.
This 2020 recognition coincides with the 35th anniversary of Valley National Financial Advisors. Tom founded the firm in 1985 and is an active member of our team today as we continue his mission to help clients make the right financial choices in pursuit of their long-term financial goals.
Reminder – Contactless Pick-up / Drop Off Appointments Our team appreciates your patience as we work toward a safe reopening of our office spaces. If you need to sign paperwork, you can arrange a contactless appointment to quickly complete forms in our lobby. If you prefer, you can also arrange to pick up forms, fill them out at home and return them at a secondary appointment. These visits require an advance appointment and screening clearance. Please speak to your service team who can help you coordinate an available date and time with our reception desk in the Bethlehem office. If you have questions about this process, please call our office at 610-868-9000 during normal business hours.
Community Bike Works SPIN-a-Thon starts this weekend – Sunday, September 20.
Bike mentoring keeps spinning through COVID-19, and so do we. Join TeamVNFA to celebrate 25 years of Earn a Bike with 25 days of competition! Learn more about and share the impact of Community Bike Works’ programs for young people in our area. And, of course, Consider supporting our team’s fundraising effort: http://fnd.us/81ht9a?ref=sh_29Vn7b.
Stay tuned for VNFA sponsored ‘flat tire’ photos and treasure map visits. LET’S RIDE!!!
On August 28, 1985, our founder Tom Riddle received an official phone call informing him that he was approved to do business. Today, we continue to uphold his original mission to help our clients make the right financial choices in pursuit of their lifelong goals and dreams.
To mark our 35th anniversary, #TeamVNFA celebrates one of our core values. RESPECT: A deep appreciation of the past, solid understanding of the current, and a drive to continue to make VNFA better in the future.
We look forward to the years ahead with our family of clients.
Valley National Financial Advisors (VNFA) has hired a William Henderson to the position of Vice President, Head of Investments. Bill joins the team from BlackRock, Inc, where he worked for the past 26 years as a member of the Global Fixed Income Team, Managing Director and Senior Portfolio Manager.
In his role, Bill will be responsible for coordinating and managing the activities of the investment team, which oversees the development and implementation of the investment strategies employed in the management of client portfolios. He will also work closely with the operations team to ensure proper execution of trading activities and will oversee communication of the firm’s investment philosophy and capital market views to clients, prospects, and other stakeholders.
Bill has a bachelor’s degree in Finance and a Masters in Business Administration (MBA), both from Pennsylvania State University. His professional experience includes portfolio management, group portfolio strategy, and client service.
“We are thrilled to have someone with so much industry experience join our team as a leader for our investment department,” said Matt Petrozelli, CEO. “As our firm celebrates 35 years in business, it is important that we have the right people in the right roles. Bill is not only a match professionally, but he also shares our VNFA values to put clients first and live in the community.”
Outside of his professional work, Bill has served as a volunteer for the Boy Scouts of America for the past 30 years, and head chef for St. Paul’s Lutheran Church Cooking for the Hungry Program. He is also a committee chair and past president for St. Paul’s, and a committee member and past board member for St. David’s Golf Club.
Bill will work remotely along with the rest of the team as VNFA offices remain closed in order to keep our staff and clients safe, but he will eventually work full-time at the firm’s Bethlehem headquarters.
Valley National Financial Advisors (VNFA) promoted five team members, including Ryan Mulhearn, CIMA and Michael Warch to the position of Assistant Vice President / Financial Advisor.
Rob Ziobro and Ashley Santiago have been promoted to Assistant Vice Presidents of Technology and Human Resources respectively. Simone Sanvito has been promoted to Senior Associate as part of the firm’s Entry-Level Professional (ELP) program.
Ryan joined the team in 2017 and Mike in 2018, both with several years of industry experience. Since then, they have each mentored with senior members of the team and worked to support clients with their financial planning, tax and wealth management needs.
Ryan and Mike will continue to work collaboratively with their VNFA service teams in addition to managing client relationships as full-time Financial Advisors.
Rob joined VNFA in 2012 for a part-time role that quickly developed into a full-time position. He has most recently served as Director of Technologies, supporting the infrastructure and driving innovation across the firm’s three offices.
Ashley was hired as Director of Human Resources in 2018. She oversees all of the company’s recruiting, development, policies, benefits, training, and enhancements to the employee experience.
Simone was hired as an Associate through the VNFA ELP program in 2018 after completing two summer internships with the firm. The ELP program is designed to integrate entry level associates into the company’s business model giving them the skills, training, education and practice of foundations in financial planning, tax preparation, and investment management.
“Although 2020 has been a trying year for many businesses and individuals, we are so glad that VNFA has been able to keep our staff and clients safe while staying positioned to continue our growth,” said Matt Petrozelli, CEO. “Our client-first culture starts with having the right people in the right roles to serve our clients. These five are just a few examples of the excellence that I continue to see from my team in support of our firm’s mission and values.”
Please join us this evening at 5 p.m. for the Virtual Volunteer Challenge celebration. The free, live event is the capstone to the 2020 Volunteer Challenge and a fundraiser for the Volunteer Center of the Lehigh Valley. Registration is still available: https://www.volunteerlv.org/volunteer-challenge
Team VNFA is in the running to win
one of the top-voted projects for our work with Northeast Community Center. We
thank you for your support throughout the project to help us make a difference
in our community.
Voting will close before the end of the virtual event today: https://www.volunteerlv.org/poll-organizations
