About Us

Our Team

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    Michael N. Mattise

    Managing Partner, President,
    Chief Investment Officer

    Michael has been with Radnor since 1988 and serves on the firm’s Board of Managers. As a senior consultant, Michael assists in the management of clients' investment assets and handling their financial planning. As CIO, Michael is responsible for Radnor's investment manager review process and oversight of Radnor's portfolio management system.

    Michael received a Bachelor’s of Science in Finance from Wilkes University and a Masters of Business Administration in Finance from the University of Scranton. He took part in the Schwab Executive Leadership Program in 2015 which focuses on effectively managing the key issues that impact an advisory firm’s success.

    Michael and his wife, Kristy, reside in Newtown Square, PA.


    Certifications/Licenses:

    • Certified Financial Planner (CFP®)
    • Certified Fund Specialist (CFS)
    • Chartered Alternative Investment Analyst (CAIA) Charter Holder

    Professional Organization Affiliations:

    • The Foundation for Delaware County – Finance and Investment Committees
    • Financial Planning Association (FPA) –Member
    • FPA’s Philadelphia Tri-State Chapter – Member, Past President
    • Delaware County Estate Planning Council –Member
    • University of Scranton President’s Business Council – Member
    • Charles Schwab Corp. – Past Advisory Board Member
    • Pacific Investment Management Company, LLC (PIMCO) – Past Advisory Board Member
    • TIAA CREF – Past Advisory Board Member
    • Vanguard – Past Member of Investment Advisor Services Client Council
    • Philadelphia Area International Association of Financial Planning (IAFP) – Past Vice President and Director

    Awards:

    • Philadelphia Five Star Wealth Manager in 2013-2021
    • Barron’s Top 1200 Financial Advisors for 2016-2021
    • Forbes/SHOOK Best-In-State Wealth Advisors 2019-2021
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    Carl M. Rosenfeld

    Managing Partner,
    Chief Marketing Officer

    Carl has been with Radnor since 2005 and serves on the firm’s Board of Managers. He advises clients on financial planning and wealth management issues and is a member of Radnor’s Tax and Accounting Services Team.

    Prior to joining Radnor, Carl was Vice President of a regional financial services firm specializing in educational financial planning. Carl completed his CPA experience requirement while working for Arthur Andersen, LLP and KPMG in Philadelphia, PA.

    Carl received his Bachelors of Business Administration with a concentration in accounting from Goizueta School of Business at Emory University and a Masters of Taxation degree from Widener University.  He is an associate editor and regular columnist for the Journal of Financial Service Professionals.

    When not serving his clients, Carl spends his time serving on the Board of Governors of the Lake Naomi Club and Radnor Valley Country Club.  He also dedicates his time to youth sports and serving his community as a member of Radnor Township's Citizens Audit Review & Financial Advisory Committee.  He enjoys spending his time sailing, playing tennis and golf, and is an active CrossFit athlete.

    Carl and his wife, Abbey, reside in Bryn Mawr, PA with their daughters.


    Certifications/Licenses:

    • Certified Public Accountant (CPA)
    • Certified Financial Planner (CFP®)
    • American Institute of Certified Public Accountants (AICPA)
    • Pennsylvania Institute of Certified Public Accountants (PICPA)

    Professional Organization Affiliation:

    • Journal of Financial Service Professionals – Associate Editor and Columnist
    • CARFAC for Radnor Township – Committee Member
    • Greater Philadelphia Professional Council – Founding Member
    • Lake Naomi Club – Board of Trustees
    • Jewish Federation of Greater Philadelphia – Board of Trustees
    • Bryn Mawr Hospital Foundation Gerhard Society – Board Member
    • American Institute of Certified Public Accountants – Member
    • Pennsylvania Institute of Certified Public Accountants – Member
    • Jewish Family and Children's Services of Greater Philadelphia - Foundation Board Member

    Awards:

    • Delaware Society of CPAs – Guest Speaker
    • Pennsylvania Bar Association – Guest Speaker
    • Kenneth Black Jr. Award for Outstanding Authorship – Foundation for Financial Service Professionals
    • Philadelphia Five Star Wealth Manager in 2017

    Publications:

    • Rosenfeld, C. M., & Shure, C. Z. (2015, September 1). After-Tax 401(k) Direct-to-Roth IRA: Easier and Worthwhile. Journal of Financial Service Professionals, 69(5), 49-61.
    • Navigating the Complexities of Divorce through the Partnership of Legal and Financial Advisors. Source: Journal of Financial Service Professionals. Jan2013, Vol. 67 Issue 1, p56-64. 9p. Author(s): Rosenfeld, Carl M.; Sorrentino, Lauren L.
    • Carl M. Rosenfeld, CPA, PFS, CFP, MST and Edd H. Hyde, CFP, CIMA, AIFA The Roth Conversion-A Wealth Transfer Strategy for High-Net-Worth Individuals in 2010. Journal of Financial Service Professionals, November 2009
    • Edd H. Hyde, CFP, CIMA, AIFA, and Carl M. Rosenfeld, CPA, PSF, CFP, MST The New Roth 401(k): An Attractive Alternative to Many, but Not for All. Journal of Financial Service Professionals, July 2006
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    Stephanie R. Vermillion

    Managing Partner,
    Chief Compliance Officer,
    Chief Operating Officer

    Stephanie has been with Radnor since 2002 and serves on the firm’s Board of Managers. She is responsible for overseeing compliance, human resources and business operations.

    Stephanie received her Bachelor of Science in Business Administration with a concentration in finance from Susquehanna University and her Masters of Business Administration degree with concentrations in Entrepreneurship and Management Information Systems from Drexel University.

    When not running the firm’s operations, Stephanie spends her time serving on the Board of the Good Samaritan Shelter. She enjoys photography, spending time traveling, and learning about food and wine.

    Stephanie resides in Phoenixville, PA with her husband Steve and their two dogs.


    Certifications/Licenses:

    • Investment Adviser Certified Compliance Professional (IACCP®)

    Professional Organization Affiliation:

    • Good Samaritan Shelter – Board Member
    • Susquehanna University Philadelphia Alumni Chapter – Board Member
    • Society for Human Resource Management
    • Beta Gamma Sigma
    • Sigma Kappa Sorority
    • Alpha Kappa Psi
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    Veronica M. Barattucci

    Financial Support &
    Assistant to the President

    Veronica joined Radnor in 2006. Veronica is currently one of Radnor’s key Financial Support team members as well as the Assistant to the President. Her primary focus is working with and supporting Radnor’s analysts and financial consultants. Additionally, her concentration is directed to Radnor’s administrative operations and procedures as well as the administrative management of private equity and hedge funds.

    Prior to joining Radnor, Veronica was a Vice President of Client Services of a financial services firm specializing in educational financial planning.

    She received her Bachelors of Business Administration with a concentration in Human Resources Management and Services with a minor in Accounting from Temple University’s Fox School of Business.

    While not serving Radnor’s clients and team, Veronica enjoys spending time with her family, participating in adventure runs, crafting, gardening, and organizing group and charity events.

    Veronica and her husband reside in Plymouth Meeting, PA with their two daughters.


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    Haley P. Becker

    Financial Planner

    Haley joined Radnor in March 2017 and is currently in the position of Financial Planner.   Haley works directly with the financial consultants and supports them in maintaining client relationships and assisting with client needs.  Haley is also a part of the Engagement Planning Group where she leads social media marketing and planning client events.

    Prior to joining Radnor, Haley worked as a Fund Accountant in the Private Equity Department at SEI Investments.

    Haley graduated with a Bachelor’s of Science in Accounting and Finance from Eastern University.

    Haley currently resides in Clifton Heights, PA.


    Certifications/Licenses:

    • Certified Financial Planner (CFP®)
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    Bryan R. Blades

    Financial Consultant

    Bryan joined Radnor in 2014 and is currently in the role of Financial Consultant. In his position he assists individuals across a comprehensive spectrum of wealth management including investment and retirement planning, tax planning, estate planning, insurance planning, cash flow analysis, and education savings.

    Prior to joining Radnor, Bryan was a manager and market risk analyst at ING Direct/Capital One. As a manager he oversaw a team of analysts responsible for reporting and hiring efforts. As a market risk analysts responsible for asset/liability management reporting, focusing on liquidity and earnings risk management for the bank along with various reporting criteria related to Dodd Frank and Basel guidelines. Prior to ING Direct, Bryan began his career at Vanguard where he worked with potential high net worth financial planning clients to educate them on Vanguard investment methodology, discuss the value of Vanguard’s financial planning services, and to serve as single point of contact in facilitating new business leads with the Vanguard financial planning department.

    Bryan received his BSBA in Business Management and a minor in Economics at Bucknell University in 2003 and his MBA with a focus in Finance at the Villanova University School of Business in 2011.

    Bryan and his wife Michele reside in Phoenixville, PA and have two daughters; Madelyn and Olivia.


    Certifications/Licenses:

    • Certified Financial Planner (CFP®)

    Professional Organization Affiliations:

    • Financial Planning Association
    • American Bankers Association
    • Chester County Estate Planning Council
    • Habitat for Humanity Volunteer
    • Phoenixville Area School District Community Budget Advisory Committee
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    Ryan J. Egolf

    Junior Tax Associate

    Ryan joined Radnor in May of 2020 and is currently in the role of Junior Tax Associate. In this role, Ryan works on tax preparation, administrative processes, and tax research.

    In the Spring of 2020, Ryan graduated magna cum laude from West Chester University of Pennsylvania with a Bachelor’s of Science in Finance and minor in Accounting.

    Prior to joining Radnor’s full-time staff, Ryan was a part of our internship program beginning in January of 2019.

    Ryan currently resides in West Chester, PA.

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    Philip I. Fried

    Financial Planner

    Philip joined Radnor in 2020 and is currently in the role of Financial Planner. In this position, Philip supports Radnor’s consultants with financial planning analysis to help optimize and coordinate our clients’ risk management, investment, tax, and estate planning objectives.

    Prior to joining Radnor, Philip worked as a Financial Planner for Condor Capital Management in New Jersey.

    Philip graduated magna cum laude from the University of Maryland, Baltimore County with a Bachelor’s of Arts in Economics and earned an MBA from the Simon Business School in Rochester, NY.

    Philip lives in Bala Cynwyd, PA with his wife and two sons. He loves watching and playing sports, listening to music, and spending time with family and friends.


    CERTIFICATIONS/LICENSES:

    • Certified Financial Planner (CFP®)

     

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    Derrick J. Goodenow

    Financial Planner

    Derrick joined Radnor in 2019 and is currently in the position of Financial Planner. Derrick began his career at RFA after working as an intern with the firm. In this role, Derrick works closely with RFA clients to assist with their comprehensive financial planning, investment strategy, executive benefit planning, retirement planning, insurance planning, tax planning/preparation, and estate planning. Derrick serves on our tax preparation team, our Engagement Planning Group, and assists with the management of the RFA Financial Planning Internship Program.

    Derrick graduated summa cum laude from Edinboro University of Pennsylvania with a Bachelor’s of Science in Business Administration with dual concentrations in Personal Financial Planning and Accounting. While at Edinboro, Derrick founded and acted as President of the Personal Financial Planning Club and worked to make it an official student chapter of the Financial Planning Association (FPA).

    Derrick currently resides in King of Prussia, PA. Derrick enjoys staying active, spending time outdoors, watching sports, traveling, and spending time with his family and friends.


    Certifications/Licenses:

    • Certified Financial Planner (CFP®)

    Professional Organization Affiliations:

    • Financial Planning Association (FPA) – Member
    • Financial Planning Association, Edinboro University Chapter – Founder, Past President

    Awards:

    • Accreditation Council for Business Schools and Programs (ACBSP) Leadership Award – Edinboro University
    • President’s Excellence Award – Edinboro University
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    Alyssa M. Heron

    Associate Planner

    Alyssa joined Radnor in 2020 and is currently in the position of Associate Planner. In this role, Alyssa works closely with Radnor’s financial planners and consultants to assist them in a wide range of client matters.

    Alyssa graduated Summa Cum Laude from Temple University’s Fox School of Business with a Bachelor’s of Business Administration with concentrations in Financial Planning and Legal Studies.

    Alyssa currently resides in Philadelphia, PA.


    PROFESSIONAL ORGANIZATION AFFILIATIONS:

    • Financial Planning Association (FPA) – Member
    • Beta Gamma Sigma
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    Austin D. Hoggan

    Financial Consultant

    Austin joined Radnor in 2017 and is currently in the role of Financial Consultant.  In his role, Austin assists clients with their financial well being through careful analysis of investment management, cash flow projections, estate and tax planning.

    Austin graduated cum laude from the University of Pennsylvania with a degree in Psychology.

    Prior to joining Radnor, Austin was a manager with myCIO Wealth Partners in Philadelphia, PA for six years. Austin managed a team of analysts, while also taking on a client facing role with a variety of clients, including high net worth individuals, families and defined contribution plans.

    Austin lives in Narberth, PA with his wife, Alicia, daughter, Willa, and dog, Winnie. In his free time, Austin enjoys playing golf, tennis and reading.


    Certifications/Licenses:

    • Certified Financial Planner (CFP®)
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    Tenira M. Horton

    Corporate Administrator

    Tenira joined Radnor in 2002 as an Administrative Assistant. In this position she primarily assists the Chief Compliance Officer, provides administrative and operational support to the Radnor team and clients, and handles the day-to-day office administration.

    Tenira received her Bachelors of Science in Business Administration from Albright College.

    Tenira and her husband, Dimitre, reside in Pottstown, PA with their two sons.


    Certification/Licenses:

    • Notary License

     

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    Brian J. Jacobs

    Partner, Financial Consultant
    & Director of Portfolio Management

    Brian joined Radnor in 2005 and became a partner in 2019.  He serves as the Director of Portfolio Management.  His expertise is in consulting, investment research, trading, portfolio management, and data integrity. He is also a member of Radnor’s Investment Policy Group (IPG), which directs investment decisions for all client portfolios.

    Prior to joining Radnor, Brian worked for White Oaks Wealth Advisors, a financial planning and investment management firm in Minneapolis, MN. His main responsibilities included investment and economic research for the firm. Previous to that he worked at SEI Investments in Oaks, PA serving as the Legal Manager for the company’s investment advisory group.

    Brian received his Bachelors of Science in Economics with concentrations in finance and marketing from the Wharton School at the University of Pennsylvania.

    Brian and his wife, Michal, reside in Bala Cynwyd, PA with their two sons.


    Certifications/Licenses:

    • Chartered Financial Analyst (CFA®) 
    • Certified Financial Planner (CFP®)
    • Certified Investment Management Analyst (CIMA®)
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    Rachel A. McClennen

    Tax Associate

    Rachel joined Radnor in June 2018 and is currently in the position of Tax Associate. In her position on the tax team, Rachel focuses on the administrative processes and helps out with tax preparation.

    Rachel graduated cum laude from Rosemont College with a Bachelor of Science in Business Management with minors in Accounting and Chemistry.

    During her time at Rosemont College, Rachel worked as a Teaching Assistant for Managerial Accounting and was a founder of the Business Networking Society.

    Rachel currently resides in Aston, PA.


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    Joseph N. Moffitt

    Portfolio Administrator

    Joseph joined Radnor as a Portfolio Administrator in 2019. Joseph provides support in back office operations, reports on client performance, and handles account and transaction reconciliation.

    Prior to joining Radnor, Joseph specialized in Retirement Plan Administration and Compliance at Meridian Wealth Partners.

    Joseph graduated summa cum laude from Rutgers University – Camden with a Bachelors of Arts in Business Administration.

    Joseph currently resides in Mount Laurel, NJ.


    Awards

    • Athenaeum Honors Society – Rutgers University – Camden

    Professional Organization Affiliation

    • Beta Gamma Sigma
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    Kapil K. Patel

    IT Operations Manager

    Kapil joined Radnor in May 2011 as Portfolio Administrator. In his role he leads the Axys reporting team, provides internal IT support and tests the newest software inventions, in order maintain Radnor’s competitive edge within the industry.

    Prior to joining Radnor, Kapil provided IT support for all faculty and student members of the Fox School of Business at Temple University.

    Kapil received his Bachelors of Business Administration with concentrations in Accounting and Finance, and a minor in Management Information Systems from the Fox School of Business at Temple University.

    Kapil resides in Bensalem, PA.


    Certifications/Licenses:

    • Advent Axys Back-Office

    Professional Organization Affiliation:

    • Sigma Beta Rho / Beta Alpha Psi
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    P: 610.975.0280 x 122

    Megan J. Porter

    Administrative Assistant

    Megan joined Radnor in 2017 as an Administrative Assistant. In this position she works with the financial consultants supporting their administrative needs. Additionally, Megan handles some of the day to day office administration.

    Megan received her Bachelors of Arts in English and Secondary Education Certification from Immaculata University.

    Megan and her husband, Michael, reside in Limerick, PA with their three children.


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    Katie R. Riesberg

    Associate Planner

    Katie joined Radnor in January 2021 and is currently in the role of Associate Planner. In this role, Katie works closely with Radnor’s financial planners and consultants to assist them in a wide range of client matters.

    In the Spring of 2020, Katie graduated from Temple University’s Fox School of Business with a Dual Bachelor’s of Business Administration in Financial Planning and Corporate Finance.

    Katie currently resides in Fort Washington, PA.


    PROFESSIONAL ORGANIZATION AFFILIATIONS:

    • Financial Planning Association (FPA) – Member
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    Joshua Rodriguez

    Tax Associate

    Joshua joined Radnor in December 2020 and is currently in the position of Tax Associate.  In his position on the Tax team, Josh provides an analytical and diverse background in individual taxation and technical research. Joshua’s prior experience includes private and public accounting, with a focus in International Taxation encompassing individual, partnership, and corporate returns.

    Joshua graduated from Rowan University Magna Cum Laude with a Bachelor’s of Science in Accounting.  During his time at Rowan University, Joshua worked as an Intern for public and private firms.

    Joshua currently resides in Sicklerville, NJ.

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    Laura H. Russell

    Financial Support

    Laura joined Radnor in May of 2021 as Financial Support.  In this position she provides support to the Radnor team and clients and assists with day to day office administration.

    Laura received her Bachelor of Science from West Chester University.

    Laura and her husband reside in Audubon, PA with their son.

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    Caity B. Salinsky

    Financial Support

    Caity joined Radnor in May of 2019 as Financial Support.  In this position she provides support to the Radnor team and clients, and assists with day to day office administration.

    Caity received her Associates degree from Immaculata University while working in a branch management position for TD Bank. Prior to joining Radnor, Caity was the head of the Financial Aid Department for a local postsecondary school.

    Caity currently resides in Pottstown, PA.


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    Casey Z. Shure

    Partner,
    Director of Financial Planning

    Casey has been with Radnor since 2007 and became a Partner in 2017. He is responsible for managing client relationships and directing our Financial Planning Group. Casey strives to find ways to use financial planning to solve problems and allow client’s to live more fulfilling lives. As a Financial Consultant and Director of Financial Planning he is intimately involved in planning, investment portfolio management, and tax preparation within the Radnor client service team. His main focus includes assisting corporate executives in managing their finances, in particular, stock option plans, deferred compensation plans and other unique executive benefits. Casey also concentrates on 529 college savings plans and social security planning strategies.

    Prior to joining Radnor, Casey worked for Vanguard in Malvern, PA, working in the company’s Internal Audit Department.

    Casey received his Bachelors of Science in Business Administration degree in Accounting from Bucknell University.
    Casey and his wife, Jessica, reside in Malvern, PA with their three daughters. Casey enjoys coaching his daughter’s youth soccer teams in the spring and fall.


    Certifications/Licenses:

    • Certified Financial Planner (CFP®)
    • Certified Public Accountant (CPA)

    Professional Organization Affiliation:

    • Financial Planning Association (FPA) – Member
    • American Institute of Certified Public Accountant (AICPA) – Member
    • Pennsylvania Institute of Certified Public Accountant (PICPA) – Member
    • Phoenixville Area Soccer Club – Volunteer Coach

    Awards:

    • Philadelphia Five Star Wealth Manager in 2015, 2016 and 2017

    Publications:

    • Rosenfeld, C. M., & Shure, C. Z. (2015, September 1). After-Tax 401(k) Direct-to-Roth IRA: Easier and Worthwhile. Journal of Financial Service Professionals, 69(5), 49-61.
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    Lilli A. Smith

    Associate Planner

    Lilli joined Radnor in April of 2021 and is currently in the position of Associate Planner. In this role, Lilli works closely with Radnor’s financial planners and consultants to assist them in a wide range of client matters.

    In the Spring of 2021, Lilli graduated summa cum laude from Temple University’s Fox School of Business with a Bachelor’s of Business Administration in Financial Planning.

    Prior to joining Radnor’s full-time staff, Lilli was a part of our internship program beginning in July of 2020.

    Lilli currently resides in York, PA. She enjoys being outdoors, baking, and spending time with her family and friends.

    PROFESSIONAL ORGANIZATION AFFILIATIONS:

    • Financial Planning Association (FPA) – Member
    • Beta Gamma Sigma
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    Justin M. Spike

    Partner,
    Financial Consultant

    Justin joined Radnor in 2012 and became a partner in 2019.  He currently serves as a Financial Consultant and is Assistant Director, Tax Preparation and Accounting Services. In his role, Justin works directly with clients, assisting with all aspects of financial planning, portfolio management, and tax service. Justin is also a member of the firm’s Financial Planning Group and Investment Policy Group.

    Justin graduated summa cum laude from the George Washington University Honors Program with a Bachelor of Accountancy.

    Prior to joining Radnor, Justin worked with KPMG, specializing in auditing, real estate valuation, and financial reporting.

    Justin and his wife, Jamie, and son, Ben, currently reside in Penn Valley, PA.


    Certifications/Licenses:

    • Certified Financial Planner (CFP®)
    • Certified Public Accountant (CPA)

    Professional Organization Affiliation:

    • Financial Planning Association (FPA) – Member
    • American Institute of Certified Public Accountant (AICPA) – Member
    • Pennsylvania Institute of Certified Public Accountant (PICPA) – Member

    Awards:

    • National Merit Scholar
    • Presidential Scholar – George Washington University

     

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    Austin J. Starling

    Portfolio Administrator

    Austin joined Radnor in July 2014 as Portfolio Administrator. In his position, Austin provides support in back office operations, reports on client performance, and handles account and transaction reconciliation.

    Prior to joining Radnor, Austin specialized in data entry at Logvalu.

    Austin graduated with a Bachelors of Business Administration degree with a concentration in Finance from Temple University’s Fox School of Business.

    Austin currently resides in Philadelphia, PA.


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    Michael W. Valenti

    Tax Manager

    Michael joined Radnor in 2014 and serves as the Senior Tax Associate. Michael oversees the day-to-day operations of the tax department and works closely with the consultants to provide a concierge-level of service in tax preparation, compliance, planning, and strategy for our clients.

    Prior to joining Radnor, Michael worked in KPMG’s International Executive Services tax Practice, specializing in inpat and expat taxation. He has also worked in the tax department at SunGard Data Systems.

    Michael received both his Masters and Bachelors of Science in Accounting from Penn State University.

    Michael and his wife, Janelle, currently reside in Havertown, PA.


    Certifications/Licenses:

    • Certified Public Accountant (CPA)
    • Certified Financial Planner (CFP®)

    Professional Organization Affiliation:

    • Financial Planning Association (FPA) – Member
    • American Institute of Certified Public Accountant (AICPA) – Member
    • Pennsylvania Institute of Certified Public Accountant (PICPA) – Member
    • Philadelphia Chapter of The Foundation Fighting Blindness – President

     

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