Ethan joins the Independent Wealth Management Team as a Client Services Associate and serves on both the financial planning team and the Investment Committee. He brings a diverse background in investment research, trading, operations, and portfolio analysis from his previous role with a registered investment advisory firm in the Philadelphia area. As a Wealth Management Associate and later a Research Analyst, Ethan conducted portfolio and market research, evaluated individual companies and investment strategies, and supported the firm’s broader investment management process.

In his current role, Ethan provides financial planning support while performing investment research for advisors to assist in their construction of client portfolios. A Blue Hen, he graduated from the University of Delaware’s Lerner College of Business with a B.S. in Finance and International Business. His strong foundation in investment analysis, combined with a genuine passion for client service, positions him well as he expands his experience across financial planning and wealth management. He collaborates closely with advisors to develop comprehensive strategies that help clients work toward their personal and financial goals.

Outside of work, Ethan loves surfing and spending time outdoors. He is also an avid Philadelphia sports fan and enjoys spending time with his family.