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The Investment Services team is responsible for
the firm's day-to-day interactions with clients and investment
consultants. |
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ROBERT E. DOERR |
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PRINCIPAL |
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Bob joined Rorer's investment services team in
1996. Before joining Rorer, Bob was a Vice President of Sovereign Asset
Management, National Sales Director for Kemper Asset Management, and
Regional Director for portfolio consulting services for Drexel
Burnham Lambert. He has over 26 years of experience and holds a B.A.
from California State University, and a M.A. from California State
University. |
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LYNN S. ERSKINE, CFA |
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PRINCIPAL |
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Lynn joined Rorer's investment services team in
1996. Before joining Rorer, Lynn was an Associate with Brundage, Story and
Rose Investment Counsel. Lynn has over 13 years of experience and
holds an M.B.A. from the University of Houston and a B.S. from
Lehigh University. She holds the Chartered Financial Analyst designation and is a member of the Financial Analysts Society of Philadelphia. |
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JEAN A. FIDONE, CIMA |
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Jean joined Rorer's investment services team in
1998. Before joining Rorer, Jean was Vice President of Jenswold, King and
Associates, Inc. She also served as the Regional Marketing
Coordinator for A.G. Edwards and Sons, Inc. She has over 20 years of
experience and holds a B.S. from the University of Nebraska. Jean is
a Certified Investment Management Analyst (CIMA), a designation
granted by the Investment Management Consultants Association.
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MATTHEW P. HILDEBRAND |
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Matt joined Rorer's investment services team in 2000.
Prior to this position he was a key contributor to several teams within the firm.
He has served as an Operations Specialist, Accounting Associate, and Account Administration
Associate. He has over 10 years of experience with Rorer and holds a B.S. from Temple University |
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PATRICK J. HOFFMAN, SR., CFP |
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Pat joined Rorer's investment services team in
2000. Before joining Rorer, Pat was a Portfolio Manager for Trust and
Investment Advisory clients at PNC Advisors. Pat began his financial
services career as a Financial Consultant with Merrill Lynch and is
a former Submarine Officer with the US Navy. He has over 8 years of industry
experience and holds a B.S. from the United States Naval Academy.
Pat is a Certified Financial Planner. |
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LEONARD J. KEATING, III |
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Len joined Rorer's investment services team in
1999. Before joining Rorer, Len was an Operations Specialist for
Rittenhouse Financial Services, Inc. He has over 5 years of
experience and holds a M.Sc. from The London School of Economics
& Political Science and a B.A. from Boston University. |
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JOSEPH E. LAVIN, CIMA |
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Joe joined Rorer's investment services team in
1998. Before joining this position he was a key contributor to various
teams within the firm. He has served as an Operations Specialist,
Office Manager and key broker liason for our largest relationships.
He has over 8 years of experience and holds a B.S. from Temple
University. Joe is a Certified Investment Management Analyst (CIMA),
a designation granted by the Investment Management Consultants
Association. |
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GAIL D. MORRISON, CIMA |
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Gail joined Rorer's investment services team in
1998. Before joining Rorer, Gail was a Vice President for CoreStates Bank
specializing in foreign exchange strategies. She has 16 years of
experience and holds a B.A. from Bucknell University, and an M.B.A.
from The American Graduate School of International Management. Gail
is a Certified Investment Management Analyst (CIMA), a designation
granted by the Investment Management Consultants Association. |
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DEANNA F. PERRY, CIMA |
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Deanna joined Rorer's investment services team
in 2001. Before joining Rorer, Deanna was an Assistant Vice President with
UBS PaineWebber, Inc. She has over 9 years of experience and holds a
B.S. from the University of Evansville. Deanna is a Certified
Investment Management Analyst (CIMA), a designation granted by the
Investment Management Consultants Association. |
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CHRISTOPHER J. PUSAK, CIMA |
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PRINCIPAL |
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Chris joined Rorer's investment services team in
1994. Before joining Rorer, Chris was both a Financial Consultant and a
Middle-Market Investment banker for Merrill Lynch. He has over 17
years of experience and holds a B.S. from Pennsylvania State
University. Chris is a Certified Investment Management Analyst
(CIMA), a designation granted by the Investment Management
Consultants Association. |
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MICHAEL E. RAMONDO |
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Michael joined Rorer's investment services team
in 1998. Before joining Rorer, Michael was an Investment Specialist at
CoreStates Investment Advisers. He has over 7 years of experience
and holds a B.S. from Millersville University of Pennsylvania. |
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JOHN L. SHEA |
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John joined Rorer's investment services team in
1997. He now serves as the Team Leader for the internal Investment
Services Group. Prior to Rorer, John worked for Empower America as
an Assistant to Jack Kemp and William Bennett in Washington, DC. He
has over 7 years of experience and holds a B.A. from Franklin
College of Switzerland. |
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JOSEPH T. STRAUB, III, CIMA |
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J.T. joined Rorer's investment services team in
1998. Before joining Rorer, J.T. was a Senior Financial Consultant at
Merrill Lynch and an Executive Club member. He has over 10 years of
experience and holds a B.S. from Connecticut College. He also served
as a research analyst for the Department of Justice. J.T. is a
Certified Investment Management Analyst (CIMA), a designation
granted by the Investment Management Consultants Association. |
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IZABELA SUCHECKI |
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Izabela joined Rorer's investment services team
in 2001. Before joining Rorer, Izabela was a Corporate Bank Loan Broker at
Cantor Fitzgerald specializing in institutional clients. She has
over 9 years of experience and holds a B.S. from Boston
College. |
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