New Group Leaders

1 New Group Leader in the Philadelphia Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Elizabeth Fenton

Partner
Ballard Spahr LLP
(215) 715-9069
beth@bfentonesq.com
Home Group: Northern Delaware 1

New Members

7 New Members in the Philadelphia Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Joseph Bell

Alex Brown / Raymond James
Client Advisor
(484) 716-3358
joe.bell@alexbrown.com
Investment Advisor
Home Group: Philadelphia 4

Bio: Joe partners with his clients as their personal CFO and helps them with items that include investment management, financial planning, retirement planning, 529 education plans, stocks, bonds, options, and private alternative investment strategies.

Martin Cunningham

ProCFO Partners
CFO Advisor and Principal
(215) 779-3158
martin.cunningham@procfopartners.com
Banking Finance
Home Group: Philadelphia 1

Bio: Expertise: Financial strategy, EBITDA & ROI optimization, M&A, Transformation, FP&A, Internal controls, and Contract negotiation. Supported privately-held entrepreneurial organizations, PE firms, and billion-dollar, multi-national public companies.

Steven Greenawalt

CYBIR
Partner
(484) 361-4709
sg@cybir.com
Consultant Service
Home Group: Philadelphia 4

James (Jim) Lee

Valley Green Capital Partners
(610) 986-6650
jiml@vgc-partners.com
Banking Finance
Home Group: Philadelphia 6

George Morrison

Buchanan
Shareholder
(215) 665-3909
george.morrison@bipc.com
Attorney
Home Group: Philadelphia 1

Robert A. Stewart

Hill Wallack LLP
Attorney At Law
(267) 794-6106
rstewart@hillwallack.com
Attorney
Home Group: Philadelphia 1

Mark Zaba

Cornerstone Investigators
Managing Member
(215) 493-0439
mark.zaba@cornerstoneinvestigators.com
Other
Home Group: Philadelphia 3

Member News

Events

Join us next month for our Spring PV@Night – Thursday, May 9th at Morgan’s Pier. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, June 10, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Wednesday, April 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, April 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, April 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, May 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET