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President and Founder
After more than 20 years in the investment advisory and banking fields, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania. Jill serves on the boards and investment committees for several local non-profit organizations.
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Associate Advisor
Bryan joined Walden Capital Advisors in 2011. He is involved on all aspects of client activities including daily operations, financial planning and investment management. Bryan has worked in the financial services industry for seven years and earned his CERTIFIED FINANCIAL PLANNER™, CFP® designation in 2009. He graduated magna cum laude from Indiana University of Pennsylvania with a Bachelor of Science degree in Finance and a Minor in Applied Statistics.
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Client Service Associate
Mary joined Walden Capital Advisors in 2006. She manages the daily operations of the firm and assists clients with any operational questions they may have. She has over forty years of organizational experience in the investment, health care and advertising fields. Mary graduated from Burlington County Community College and furthered her education at St. Joseph’s University. She earned her Registered Paraplanner designation in 2008.
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| A distinction awarded to wealth managers who have scored highest in client-based research conducted by a national independent research company. |
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| As seen in Forbes magazine, this distinction is awarded to select wealth managers who have met or exceeded Goldline Research standards. |
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