Michael J. Maher, Jr.

MICHAEL J. MAHER, JR., CIMA®

Chairman and Principal

With his strong analytical background, Mike assists business owners and affluent families manage their wealth, advises corporations on the planning, design and oversight of their Qualified Retirement Programs, and facilitates investment programs for foundations and endowments.

Mike earned a B.S. in Business Administration and Management from the University of North Carolina at Wilmington. An active member of the Investment Management Consultants Association, he received his Certified Investment Management Analyst (CIMA®) designation in 1999 and holds Series 7, 24, 51, 63 and 65 licenses with the Financial Industry Regulatory Authority (FINRA).

A past chairman of the Pennsylvania Chapter of the Young Presidents Organization, Mike, his wife Robyn, and their four sons reside in Chester Springs, PA. Mike volunteers his time with several worthy organizations including Family Lives On, St. Elizabeth Parish, Glenmoore Eagle Little League and the Sisters of Notre Dame. He enjoys family time, coaching youth sports, fishing and the outdoors.