The VNFA Team is thrilled to participate in the 2023 Volunteer Center Holiday Hope Chests, marking a joyous occasion to deliver smiles and laughter within beautifully packed shoeboxes.
The Volunteer Center makes it easy for anyone that wants to participate and bring extra smiles to kids in our community. Team VNFA is happy to share a little joy this year. If you are interested in being part of this amazing cause visit the Volunteer Center of the Lehigh Valley.
There is still time to support WDIY 88.1 FM and Second Harvest Food Bank of Lehigh Valley and Northeast Pennsylvania. Valley National Financial Advisors will continue their support to provide meals through Second Harvest Food Bank.
Donate by calling WDIY at 610-758-8810 or completing the Donation Form online. Visit WDIY to learn more and get involved.
#TeamVNFA is Celebrating 38 years this week, let’s look in the rearview mirror, back to 1985!
For 38 years, #TeamVNFA has been committed to building a service team you can count on for all your financial needs.
GET TO KNOW OUR TEAM: https://valleynationalgroup.com/advisors-and-team/
Team VNFA Adds Relationship Manager Role
Join us in welcoming Al Jackson to the newly created Relationship Manager position. “Since joining us in June, Al is already making a positive impact on VNFA’s strong tradition of client service,” said Matthew Petrozelli, Chief Executive Officer. Al brings with him a wealth of experience and an unwavering passion for building and nurturing strong relationships. Al joined the team from Fidelity and has extensive client service and sales experience within the financial services industry.
Al is a Caldwell University graduate with a Bachelor of Science in Business Administration. He started his career in insurance and banking and has moved into the finance world over the years. “It is exciting to see someone of Al’s caliber join the firm as a Relationship Manager. His background with Fidelity brings a fresh perspective to the team and our clients,” said Jackie Gerstung, Client Service Manager.
Al, originally from New York, lives in the greater Lehigh Valley. He enjoys spending time with his wife and son. In his free time, Al dives into technology, specifically robotics and drone technology. Al is based out of our Bethlehem headquarters, and he can be reached at 610-868-9000 ext. 116 or ajackson@valleynationalgroup.com.
Our Chief Executive Officer, Matthew E. Petrozelli, was featured in Lehigh Valley Business as one of the Region’s Power Players in their Banking, Finance, Accounting, and Wealth Management Power List.
“This is a well-deserved recognition of Matt’s hard work and dedication to Valley National Financial Advisors. His leadership has inspired us all,” said Founder & Chairman Thomas M. Riddle, CPA, CFP®.
Matt oversees all the company’s operations and executive leadership. Under Matt’s leadership, vision, and commitment to excellence, our company has achieved tremendous success, and this recognition reflects his remarkable contributions. #TeamVNFA celebrates his continued success!
“Each employee is proud to be part of his team. This acknowledgment confirms the success of the company’s leadership transition as part of the long-term succession plan. Valley National Financial Advisors is celebrating its 38th year of serving its clients. Many more years are assured under Matt Petrozelli’s leadership,” said Founder & Chairman Thomas M. Riddle, CPA, CFP®.
Learn more about our Chief Executive Officer, Matthew E. Petrozelli, and Lehigh Valley Business Region’s Power Players.
Our Chief Investment Officer, William Henderson, will be a speaker for The Titan Investors 2023 NYC Active Exchange Luncheon on March 2, 2023.
Bill Henderson will speak on a panel about Private Credit Investments, including investment opportunities, market implications, and opportunities in the space for investors. #TitanInvestorsExchange
We Are Hiring!
Team VNFA is seeking a Relationship Manager to work as part of our Client Service Team. Read more about this opportunity:Relationship Manager- Valley National Financial Advisors
We are pleased to announce the promotions of three of our VNFA team members. Ashley Santiago, SHRM-CP, has been promoted to Vice President, Human Resources & Organizational Development, Ildebrando E. Cruz has been promoted to Assistant Vice President, Trading & Operations, and Debra Almack, CPA, has been promoted to Corporate Controller.
Ashley Santiago, SHRM-CP, has been with the company for five years and has contributed greatly to the employee experience by creating a performance-driven workplace. In her new role, she will work closely with our CEO on organization, culture, employee development, and executive transparency. Ashley is currently pursuing her master’s degree in Human Resource Management at Moravian University and was recently named an honoree to Lehigh Valley Business 2022 Forty under 40.
Ildebrando E. Cruz began his career in the banking industry and worked as a Service Manager in the Private Banking Division. Mr. Cruz has worked in operations and trading in the investment advisory industry for 34 years. He has been employed with Valley National Financial Advisors for 16 years. In his new role, he will oversee the back-office operations and the trading platforms and execute and supervise two of the firm’s proprietary investment strategies. He also sits on the compliance committee, investment committee, investment department, and operations team. Ildebrando enjoys spending time with his family and is married to his childhood sweetheart of 49 years.
Debra Almack, CPA, joined Valley National in June 2021 as a Senior Accountant. In her new role, she will be responsible for the direct supervision of all daily, monthly, and annual accounting and financials. She has worked in accounting since graduating from Messiah College in 1989. Debra worked in various industries, starting as a tax accountant before spending over 20 years in a not-for-profit organization as their Controller. She moved to the Lehigh Valley with her husband in 2018. They enjoy walking their dog on the many trails in this area, and she loves reading books in her spare time.