Why Warren Financial?
The Story of Warren Financial
West Chester University Accomplished Alumni Spotlight – Randy Warren
West Chester University College of Business and Public Management selected Randy Warren for the Accomplished Alumni Spotlight.
Why Warren Financial?
The Story of Warren Financial
West Chester University Accomplished Alumni Spotlight – Randy Warren
West Chester University College of Business and Public Management selected Randy Warren for the Accomplished Alumni Spotlight.
Warren Financial believes that leadership as a wealth management company boils down to six areas:
- Frequent Communication – on your terms.
- Safe Technology – ensuring that your data is safe and secure.
- Social Responsibility – monitoring and screening your investments based on social, environmental, and corporate governance factors.
- Innovation – creating and delivering specific investment opportunities, tailored for our clients.
- Tax Sensitivity – reviewing investments for tax efficiency.
- Direct Access – to your portfolio and a trusted advisor.
Our Wealth Management Team:
Randy Warren
Chief Investment Officer
rWarren@WarrenFinancial.com
Philadelphia Office
Philadelphia Office
- 25 years of investment experience
- Chair, Warren Financial Investment Committee
- MBA from West Chester University, BS, CS from University of Delaware
Audio Bio:
Troy Logan
Managing Partner
tlogan@WarrenFinancial.com
Philadelphia Office
Philadelphia Office
- 25+ years in the financial industry with expertise in risk management
- Member of Warren Investment Committee and BDHF co-manager
- M.Sc. Applied Economics and BA from the University of California at Santa Cruz
Audio Bio:
Scott Shellhamer
Managing Partner
sshellhamer@warrenfinancial.com
Philadelphia Office
Philadelphia Office
- 25+ years of Investment Experience
- Member of the Warren Investment Committee
- BS in Finance with a Minor in Economics from Penn State University
Audio Bio:
John O’Toole
Managing Partner
jotoole@warrenfinancial.com
Hilton Head Office
Hilton Head Office
- 30+ years of investment experience
- Holds a CRPC, Charter Retirement Planning Counselor designation
- BS in Finance from Saint Edward’s University, Austin, TX
Audio Bio:
Bob McCarty
Managing Partner
rmccarty@warrenfinancial.com
Atlanta Office
Atlanta Office
- 35 years of financial experience
- Former CFO, Venture Capital Investing, Corporate FP&A, M&A
- MBA from Wake Forest University, Certificate in Private Capital Markets from Pepperdine University
Audio Bio:
Jordan Sisson
Client Success Advisor
jtsisson@warrenfinancial.com
Philadelphia Office
Philadelphia Office
- BS in Business Administration from Eastern University in Saint Davids, PA
Devin Paul
Client Success Advisor
dpaul@warrenfinancial.com
Houston Office
Houston Office
- Strong background in financial planning, and risk management working with Insurance Companies like Northwestern Mutual, Lincoln Financial, and Ameritas Life
- BS from Texas A&M University
Hattie Warren
Client Success Advisor
hwarren@warrenfinancial.com
Austin Office
Austin Office
- BA in Business Administration and Management with a minor in Psychology from Gordon College
- CERTIFIED FINANCIAL PLANNER™ candidate