Our People


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RONALD G. ALBAHARY, CFA®
Chief Executive Officer
Executive Committee
Leading the overall business strategy and managing the firm’s core functions: client service, investments, insurance, legal & tax, compliance, technology, operations and marketing.
Email | Phone: (610) 943-3024
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CHRISTINE Y. BABIAK
Executive Assistant
Administrative Services Group
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Email | Phone: (610) 943-3045
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JAMES C. BAIRD
Technology Strategist
Administrative Services Group
Supporting Legacy's technology infrastructure including software programming, systems processing and business information management.
Email | Phone: (610) 943-3026
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PATRICIA A. BEVAN
Executive Assistant
Administrative Services Group
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Email | Phone: (610) 943-3044
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JASON T. BRAUN
Controller
Administrative Services Group
Supporting specific areas within Legacy including accounting, financial analysis, business information management and compliance.
Email | Phone: (610) 943-3022
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CAROLYN B. CAMPBELL
Wealth Planning Associate
Wealth Planning Group
Providing ongoing analysis and support of our clients' legal & tax and wealth planning needs.
Email | Phone: (610) 943-3030
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CLAYTON R. EBLING  
Wealth Planner
Wealth Planning Group
Providing expertise to analyze, design and implement our clients' wealth planning objectives.
Email | Phone: (610) 943-3005
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JANE K. EVANS
Chief Operating Officer
Executive Committee
Providing the development and management of day-to-day operations, human resource functions, accounting, technology and administrative support.
Email | Phone: (610) 943-3003
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TRACY L. FAULS
Human Capital Manager
Administrative Services Group
Supporting specific areas within Legacy including workflow, compliance, technology development and human resources.
Email | Phone: (610) 943-3041
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DAVID J. HILL, CFA®  
Client Advisor
Client Advisory Services
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3018
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RYAN T. HOGG  
Portfolio Manager
Investment Strategy & Management Group
Providing portfolio management support and the expertise needed to fulfill a client's objectives.
Email | Phone: (610) 943-3043
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T. RICHARD HOLT, CFA®  
Chief Investment Strategist
Investment Strategy & Management Group
Providing the expertise needed to fulfill investment management and strategic wealth planning objectives.
Email | Phone: (610) 943-3028
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JANINE M. KLEIN
Product and Underwriting Analyst
Insurance Planning Group
Supporting specific areas within Legacy including underwriting, business processing and policy analysis.
Email | Phone: (610) 943-3025
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JOHN E. KROL, CFP®  
Senior Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3006
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MAUREEN M. MASTROPIETRO
Client Coordinator
Client Advisory Services
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Email | Phone: (610) 943-3001
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JAMES W. MCCALLISTER
Chief Compliance Officer/Service Team Supervisor
Service Team
Providing support and expertise to manage the daily service needs of our clients.
Email | Phone: (610) 943-3016
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PATRICK J. MCDERMOTT, CFA®, CFP®  
Portfolio Manager
Investment Strategy & Management Group
Providing portfolio management support and the expertise needed to fulfill a client's objectives.
Email | Phone: (610) 943-3017
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LORI A. MCKIERNAN
Client Coordinator
Client Advisory Services
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Email | Phone: (610) 943-3046
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STEVEN P. MIGNOGNA, CFP®, AIF®  
Retirement Plan Services Advisor
Retirement Plan Services Group
Providing plan expertise and long-term vision for retirement plans sponsored by our clients.
Email | Phone: (610) 943-3031
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JEAN M. NATALE
Service Team Associate
Service Team
Supporting and implementing the service needs of our clients on a daily basis.
Email | Phone: (610) 943-3048
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VINCENT A. PANVINI, JR.  
Senior Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3020
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KEVIN M. PIOTROWICZ  
Client Advisor
Client Advisory Services
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3047
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MICHAEL T. PIOTROWICZ  
Senior Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3004
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THEODORE P. PIOTROWICZ, CFA®  
Senior Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3021
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RYAN J. RABINOWITZ  
Client Advisor
Client Advisory Services
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3029
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THOMAS F. RILEY  
Wealth Planner
Wealth Planning Group
Providing expertise to analyze, design and implement our clients' wealth planning objectives.
Email | Phone: (610) 943-3042
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BENJAMIN K. RODGERS, ESQ.
Legal & Tax Strategist/Wealth Planning Manager
Wealth Planning Group
Providing the expert knowledge needed to analyze information to implement objectives properly.
Email | Phone: (610) 943-3009
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MARY LOU SPITTLE
Executive Assistant
Administrative Services Group
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Email | Phone: (610) 943-3008
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JOHN M. STEIGERWALD, CFP®  
Client Advisor
Client Advisory Services
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Email | Phone: (610) 943-3002
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KELLY J. THOMAS
Client Coordinator
Client Advisory Services
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Email | Phone: (610) 943-3023
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JARED A. URIBE-SULLIVAN, CFP®  
Investment Analyst/Associate Portfolio Manager
Investment Strategy & Management Group
Analyzing and researching investment strategies within the context of managing total portfolio solutions for clients.
Email | Phone: (610) 943-3019
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JEAN N. WHITE
Service Team Associate
Service Team
Supporting and implementing the service needs of our clients on a daily basis.
Email | Phone: (610) 943-3007
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LEVI L. ZELLER  
Insurance Strategist
Insurance Planning Group
Providing the expert knowledge needed to analyze information to implement objectives properly.
Email | Phone: (610) 943-3049
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Registered representative offering securities through M Holdings Securities, Inc, a registered broker/dealer member FINRA/SIPC.
Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated.