Firm

Abundance is an investment advisory firm, established by Richard DeFluri in 2001 because there was something missing in the industry. Clients lacked coordination between their accountant, attorney, financial advisor and other specialists on whom they relied. While each advisor may have done a good job in their area, the client was being underserved. Abundance, as an investment advisor and a fiduciary to its clients, set out to fill that void by providing holistic advice and coordinating with other advisors. The result is that the client can be optimally positioned to accumulate, utilize, and pass along wealth.

We work with you, our client, to fully understand you and your financial picture, and then work with your outside advisors to implement a holistic wealth strategy. We understand that life isn’t static and your wealth planning should move with the person for whom it is designed. For that reason, once the plan is put into place, it is reviewed periodically to make sure that it still applies to your situation.

At Abundance, we handle the administrative details, so that you can focus your energy and attention on what you do best and enjoy your free time, knowing that as a fiduciary, we’re working with your best interest in mind. Abundance consists of experienced professionals, whose first focus is the client. To find out more about who you are working with, please select the name in the list below.

  • OLYMPUS DIGITAL CAMERAChief Operating Officer

    Abundance depends on Cheryl Bartram to ensure that every aspect of the business runs smoothly. A seasoned financial services veteran, she manages the day-to-day operations of the firm, setting policies; working on trust, loan, and account administration; and interacting with Abundance 3rd party partners. Cheryl maintains the corporate financial books and records of Abundance and its related entities and is also responsible for attracting, training, and retaining new team members.

    • B.S. in business administration from Elizabethtown College, concentrating in accounting and management
    • Graduated from the Central School of Trust and Investment Management

  • Client Relationship Manager

    Zulfi has a strong background in accounting and client service.  She began her career serving the financial needs of a very successful entrepreneur; assisting with their aviation interests, golf course, real estate investments, and casino.

    After relocating to the United States and prior to joining Abundance, Zulfi has focused her career around wealth management, private banking and client service for a bank.  She has served and assisted various businesses over her 20 years of administrative, accounting, and financial support.

    At Abundance, she will serve in the role of a Client Relationship Manager. Zulfi will partner with the wealth counselors and serve as a first point of contact for clients while working closely with their attorneys, CPAs and service providers.

    B.S in Accounting, Atma Jaya Catholic University – Indonesia

  • OLYMPUS DIGITAL CAMERA

    Geoff Caber is a member of the Abundance Investment Committee. Geoff is a co-founder of Investment Research Partners, a sub-advisor to Abundance, and has worked in the financial services industry since 1992. Geoff has extensive experience in the areas of portfolio construction, qualified plan management, technical analysis, and in the structure and management of individual bond portfolios. As a member of the Investment Committee, Geoff assists with research and portfolio construction for both individual clients and retirement plans.

     

    • Bachelor’s in Operations Management from the University of Arizona
    • Graduated with honors from the Central Atlantic School of Trust and Investment
    • Life, accident, and health insurance licensed
    • Accredited Investment Fiduciary® (AIF®)

    Geoffrey P. Caber is dually registered as an Investment Adviser Representative affiliated with Investment Research Partners, LLC and Compass Investments, LLC. Mr. Caber has been contracted by Abundance Wealth Counselors, LLC to provide sub-advisory services to Abundance Wealth Counselors, LLC. Mr. Caber is not an Investment Adviser Representative of Abundance Wealth Counselors, LLC.

  • OLYMPUS DIGITAL CAMERASupervisor & Executive Administrator

    A 20-year veteran of the financial services industry, Laurie Capparelle has become invaluable to Abundance, serving as the concierge for clients. She coordinates clients’ support between the principal and client relationship managers, facilitating teamwork and cohesion. Laurie is the first person clients consult when they have administrative questions, need to schedule meetings, or require assistance from a team member. Laurie also manages the calendar, travel arrangements, and other necessities of the firm’s principal. Clients know her well and have come to depend on her friendly approach and enthusiasm.

  • Investment Management Specialist

    Nick’s experience in the financial service industry started in college where he interned with Abundance for 9 months. During his internship he worked as an investment intern, which served as a supporting role to the investment department.

    As an Investment Management Specialist, Nick is responsible for assisting Portfolio Managers, the Chief Investment Officer and Chief Compliance Officer in all aspects of the company’s investment management and compliance process. Nick assists in the implementation of our investment strategy, portfolio management, research, due diligence, private placements, compliance, and providing service to clients.

    • Graduated with B.S. in Finance from the SMEAL College of Business at the Pennsylvania State University
    • Received multiple Dean’s List distinctions

  • OLYMPUS DIGITAL CAMERAPrincipal, Wealth Counselor

    The founder of Abundance and architect of the holistic method of serving his clients (known as the Six Steps of Wealth Wisdom), Dick DeFluri is peerless in his knowledge of estate planning, asset protection, and sound wealth management. Connected to a vast network of individuals and organizations, Dick is a nationally respected financial services leader. He has presented seminars on asset allocation, security selection protocol, hedge fund analysis, and sophisticated estate and asset protection planning techniques, is a member of several professional and philanthropic organizations, and is the author or contributing author of several books.

    • B.S. in business administration from The Pennsylvania State University
    • Accredited Investment Fiduciary®
    • Certified Investment Management Consultant (CIMC)
    • Registered Financial Consultant (RFC)
    • Life, accident, and health insurance licensed
    • Admitted into the NFL Players Association Financial Advisors Program as a Registered NFL Players Association Financial Advisor

    Memberships

    • Financial Planning Association
    • National Association of Life Underwriters
    • Association for Advanced Life Underwriters
    • The Professional Business and Financial Network

    Board Membership

    • Penn State University Libraries Development Advisory Board
    • Aqua Penn Spring Water Corp. (past)
    • Nittany Health Care Corp. (past)
    • Aris Corp. (past)
    • Penn State University Athletic Committee Board of Advisors (past)

    Outside Business

    • General Partner Sherwood, LP
    • General Partner Village at Canterbury, LP
    • General Partner Urban Storage, LP
    • General Partner PFG Preferred, LP
    • Majority Partner Home D Pizzeria & Robin Hood Brewing Co.
    • General Partner All Seasons Storage (past)
    • Partner PFG Capital Corp. (past)
    • Partner Joyner Sports Medicine Corp. (past)

  • Chief Executive Officer, Wealth Counselor

    With two decades of experience in the financial services industry, Jamie Felker is an expert in creating an environment of success—for the company and its clients. He advances the mission of Abundance by overseeing the performance of the organization. The graduate of a highly regarded training program related to systemic and sustained process improvement—Six Sigma—Jamie’s specialty is advising, designing, implementing, and managing retirement plans. Jamie also advises individual clients on their personal finances, consistently ensuring their satisfaction.

    • M.A. organizational management from the University of Phoenix
    • B.S. business management from Robert Morris University
    • A.S. in aviation from the Community College of Beaver County
    • Accredited Investment Fiduciary®
    • Certified Six Sigma Black Belt

    Life, Accident, and Health Insurance Licensed

    Memberships

    • Penns Valley Youth Center, board member and president

  • Client Relationship Manager

    Prior to Stephanie joining Abundance in 2016, she worked in the private sector as a Foster Care Case Manager where she focused on child safety, state compliance and creating individual family service plans. She joined the team at Abundance to fill the Client Advocate role. Stephanie quickly excelled in that position and was selected to serve as a Client Relationship Manager. She’s partnered with the CEO, and wealth counselor on firm level initiatives and specific client relationships. Stephanie values being with her family, loyalty and knowing the importance to make time for fun.

    • B.S. in Criminal Justice, Lock Haven University

  • OLYMPUS DIGITAL CAMERAPortfolio Manager

    Aaron’s background in financial services began with Abundance, where as an intern he provided support to the investment department for one year as an undergraduate student.

    As the Portfolio Manager, Aaron is responsible for the company’s investment management process. This includes assisting in the implementation of all aspects of investment strategy, portfolio management, due diligence, and providing service to clients.

    • B.S. in finance with a minor in economics for the Pennsylvania State University, Smeal College of Business
    • Graduated with high distinction

  • OLYMPUS DIGITAL CAMERAClient Relationship Manager

    A two-decade financial services professional who has spent much of her career gaining extensive knowledge in a variety of roles at Abundance, Bobbie Isett serves the firm as a client relationship manager. In this role, she assists the wealth counselors and serves as a first point of contact for clients while working closely with their attorneys and CPAs. Bobbie has particular expertise in accounting and uses her skills when administering client relationships and accounts, implementing financial plans, or responding to a wide range of requests from clients.

    • Graduated from Centre Business School with a degree in accounting
    • Received training at the PA Bankers Assoc. School of Fiduciary Services, Investments & Wealth Management
    • Received training at the School of Trust, Investments, and Wealth Administration
    • Notary Public

  • Jodi Johnston HeadshotClient Services Manager

    With more than two decades of experience in the financial services industry, Jodi Johnston is adept at serving Abundance clients and oversees the Client Services Team, which includes Banking, Account Opening & Maintenance, Client Relationship Managers and the Client Advocate. Jodi has a strong client centric approach for developing and maintaining quality driven solutions with the focus of providing clients the highest level of service.

     

    • Associate degree with honors from South Hills School of Business & Technology
    • Notary Public
    • Life, accident, and health insurance licensed
    • Fixed annuities licensed
    • Paralegal Certification

  • Ann Mallison HeadshotWealth Counselor

    Ann Mallison’s prior experience includes roles in finance, marketing, recruitment, customer service and law. She has worked as a financial analyst for Fortune 500 companies, and spent ten years employed in higher education. At Abundance, Ann utilizes her talents to serve clients in matters of financial planning, investments, retirement plans, captive insurance and matters of private wealth. Ann is a licensed attorney in the state of Pennsylvania.

    Education:

    • B.S. in finance with a minor in psychology from Villanova University
    • M.B.A. from The Pennsylvania State University, Smeal College of Business
    • J.D. from The Pennsylvania State University, Penn State Law

  • OLYMPUS DIGITAL CAMERAWealth Counselor

    John Schaffer’s diverse background in business, law, real estate, and tax provides him with a unique skillset from which to serve the firm and its clients in a variety of important ways. John regularly counsels clients on investments, financial planning, business and legal matters, retirement plans, captive insurance, and in complex matters related to private wealth concerns.

    John is a practicing attorney, where he focuses on estate, tax, and asset protection planning, and trust administration.

    Education:

    • B.S. marketing with a minor in entrepreneurship from The Pennsylvania State University
    • J.D./MBA from The Pennsylvania State University, Dickinson School of Law, Smeal College of Business
    • Certified Private Wealth Advisor® Designee, Investments & Wealth InstituteTM

    Memberships:

    • Member of the Pennsylvania Bar

    Legal services provided by John Schaffer are under a separate engagement with Estate Design, LLC. Abundance Wealth Counselors, LLC does not offer legal advice or services.

  • Derek W. Varner

    Derek Varner provides research and opinion regarding financial markets and investment opportunities on behalf of the Abundance Investment Committee. Derek is a consultant for Investment Research Partners, a sub-advisor to Abundance, and Associate Director of Investments for Bucknell University. At Bucknell, he is responsible for the management of the University’s endowment and excess working capital, which includes conducting research on financial markets, asset classes, and public and private investment opportunities. Derek also participates on the University’s retirement plan oversight committee, and regularly presents to students on the topics of investment & endowment management. Derek has also participated on conference panel discussions regarding institutional portfolio management on behalf of the University.

     

    • Bachelor’s degree in Business Administration with a concentration in Finance from the University of Pittsburgh
    • Chartered Financial Analyst (CFA)

  • Kennette Watson HeadshotClient Relationship Manager

    Prior to joining the Abundance team, Kennette worked 15 years with a local publicly traded oil and gas exploration and production company. In that time, she held numerous positions such as Paralegal, Executive Assistant to the Executive Vice President, General Counsel and other members of the executive team as well as Office Manager.

    At Abundance, she serves the firm as a Client Relationship Manager. In this role, she partners with the wealth counselors and serve as a first point of contact for clients while working closely with their attorneys, CPAs and service providers.

    • Associate degree from South Hills School of Business & Technology
    • Notary Public

  • Sydney WeaverClient Services Specialist

    Prior to Sydney joining Abundance in 2019, she worked in the customer service and banking field where she focused on assisting members and managing their bank accounts in the areas of member services, digital banking, and card services. As a Client Services Specialist, Sydney is responsible for banking functions, insurance, account opening, account maintenance, and managing our custodial relationship with their service team.

    • B.S. in Business Administration with a concentration in International Studies and a minor in Environmental Studies, Lock Haven University

  • OLYMPUS DIGITAL CAMERA

    Martin Wildy is a member of the Abundance Investment Committee. Martin is a co-founder of Investment Research Partners, a sub-advisor to Abundance, and has over 19 years of direct investment experience. Prior to co-founding Investment Research Partners, Martin worked for Eventide Asset Management in Boston, MA as a mutual fund manager overseeing income and dividend focused funds for Eventide. While at Eventide, Martin was also involved in building and managing a global equity income portfolio and multi-asset class fund models. In addition to portfolio management responsibilities at Eventide, Martin worked directly on researching companies and vetting investment ideas with the broader investment team. Martin has spoken at numerous conferences on values based investing and related investment opportunities.

     

    • Bachelor’s degree in Finance from Penn State University
    • Chartered Financial Analyst (CFA)

    Martin A. Wildy is registered as an Investment Adviser Representative affiliated with Investment Research Partners, LLC. Investment Research Partners, LLC has been contracted by Abundance Wealth Counselors, LLC to provide sub-advisory services to Abundance Wealth Counselors, LLC. Mr. Wildy is not an Investment Adviser Representative of Abundance Wealth Counselors, LLC.

OLYMPUS DIGITAL CAMERAChief Operating Officer

Abundance depends on Cheryl Bartram to ensure that every aspect of the business runs smoothly. A seasoned financial services veteran, she manages the day-to-day operations of the firm, setting policies; working on trust, loan, and account administration; and interacting with Abundance 3rd party partners. Cheryl maintains the corporate financial books and records of Abundance and its related entities and is also responsible for attracting, training, and retaining new team members.

  • B.S. in business administration from Elizabethtown College, concentrating in accounting and management
  • Graduated from the Central School of Trust and Investment Management

Client Relationship Manager

Zulfi has a strong background in accounting and client service.  She began her career serving the financial needs of a very successful entrepreneur; assisting with their aviation interests, golf course, real estate investments, and casino.

After relocating to the United States and prior to joining Abundance, Zulfi has focused her career around wealth management, private banking and client service for a bank.  She has served and assisted various businesses over her 20 years of administrative, accounting, and financial support.

At Abundance, she will serve in the role of a Client Relationship Manager. Zulfi will partner with the wealth counselors and serve as a first point of contact for clients while working closely with their attorneys, CPAs and service providers.

B.S in Accounting, Atma Jaya Catholic University – Indonesia

OLYMPUS DIGITAL CAMERA

Geoff Caber is a member of the Abundance Investment Committee. Geoff is a co-founder of Investment Research Partners, a sub-advisor to Abundance, and has worked in the financial services industry since 1992. Geoff has extensive experience in the areas of portfolio construction, qualified plan management, technical analysis, and in the structure and management of individual bond portfolios. As a member of the Investment Committee, Geoff assists with research and portfolio construction for both individual clients and retirement plans.

 

  • Bachelor’s in Operations Management from the University of Arizona
  • Graduated with honors from the Central Atlantic School of Trust and Investment
  • Life, accident, and health insurance licensed
  • Accredited Investment Fiduciary® (AIF®)

Geoffrey P. Caber is dually registered as an Investment Adviser Representative affiliated with Investment Research Partners, LLC and Compass Investments, LLC. Mr. Caber has been contracted by Abundance Wealth Counselors, LLC to provide sub-advisory services to Abundance Wealth Counselors, LLC. Mr. Caber is not an Investment Adviser Representative of Abundance Wealth Counselors, LLC.

OLYMPUS DIGITAL CAMERASupervisor & Executive Administrator

A 20-year veteran of the financial services industry, Laurie Capparelle has become invaluable to Abundance, serving as the concierge for clients. She coordinates clients’ support between the principal and client relationship managers, facilitating teamwork and cohesion. Laurie is the first person clients consult when they have administrative questions, need to schedule meetings, or require assistance from a team member. Laurie also manages the calendar, travel arrangements, and other necessities of the firm’s principal. Clients know her well and have come to depend on her friendly approach and enthusiasm.

Investment Management Specialist

Nick’s experience in the financial service industry started in college where he interned with Abundance for 9 months. During his internship he worked as an investment intern, which served as a supporting role to the investment department.

As an Investment Management Specialist, Nick is responsible for assisting Portfolio Managers, the Chief Investment Officer and Chief Compliance Officer in all aspects of the company’s investment management and compliance process. Nick assists in the implementation of our investment strategy, portfolio management, research, due diligence, private placements, compliance, and providing service to clients.

  • Graduated with B.S. in Finance from the SMEAL College of Business at the Pennsylvania State University
  • Received multiple Dean’s List distinctions

OLYMPUS DIGITAL CAMERAPrincipal, Wealth Counselor

The founder of Abundance and architect of the holistic method of serving his clients (known as the Six Steps of Wealth Wisdom), Dick DeFluri is peerless in his knowledge of estate planning, asset protection, and sound wealth management. Connected to a vast network of individuals and organizations, Dick is a nationally respected financial services leader. He has presented seminars on asset allocation, security selection protocol, hedge fund analysis, and sophisticated estate and asset protection planning techniques, is a member of several professional and philanthropic organizations, and is the author or contributing author of several books.

  • B.S. in business administration from The Pennsylvania State University
  • Accredited Investment Fiduciary®
  • Certified Investment Management Consultant (CIMC)
  • Registered Financial Consultant (RFC)
  • Life, accident, and health insurance licensed
  • Admitted into the NFL Players Association Financial Advisors Program as a Registered NFL Players Association Financial Advisor

Memberships

  • Financial Planning Association
  • National Association of Life Underwriters
  • Association for Advanced Life Underwriters
  • The Professional Business and Financial Network

Board Membership

  • Penn State University Libraries Development Advisory Board
  • Aqua Penn Spring Water Corp. (past)
  • Nittany Health Care Corp. (past)
  • Aris Corp. (past)
  • Penn State University Athletic Committee Board of Advisors (past)

Outside Business

  • General Partner Sherwood, LP
  • General Partner Village at Canterbury, LP
  • General Partner Urban Storage, LP
  • General Partner PFG Preferred, LP
  • Majority Partner Home D Pizzeria & Robin Hood Brewing Co.
  • General Partner All Seasons Storage (past)
  • Partner PFG Capital Corp. (past)
  • Partner Joyner Sports Medicine Corp. (past)

Chief Executive Officer, Wealth Counselor

With two decades of experience in the financial services industry, Jamie Felker is an expert in creating an environment of success—for the company and its clients. He advances the mission of Abundance by overseeing the performance of the organization. The graduate of a highly regarded training program related to systemic and sustained process improvement—Six Sigma—Jamie’s specialty is advising, designing, implementing, and managing retirement plans. Jamie also advises individual clients on their personal finances, consistently ensuring their satisfaction.

  • M.A. organizational management from the University of Phoenix
  • B.S. business management from Robert Morris University
  • A.S. in aviation from the Community College of Beaver County
  • Accredited Investment Fiduciary®
  • Certified Six Sigma Black Belt

Life, Accident, and Health Insurance Licensed

Memberships

  • Penns Valley Youth Center, board member and president

Client Relationship Manager

Prior to Stephanie joining Abundance in 2016, she worked in the private sector as a Foster Care Case Manager where she focused on child safety, state compliance and creating individual family service plans. She joined the team at Abundance to fill the Client Advocate role. Stephanie quickly excelled in that position and was selected to serve as a Client Relationship Manager. She’s partnered with the CEO, and wealth counselor on firm level initiatives and specific client relationships. Stephanie values being with her family, loyalty and knowing the importance to make time for fun.

  • B.S. in Criminal Justice, Lock Haven University

OLYMPUS DIGITAL CAMERAPortfolio Manager

Aaron’s background in financial services began with Abundance, where as an intern he provided support to the investment department for one year as an undergraduate student.

As the Portfolio Manager, Aaron is responsible for the company’s investment management process. This includes assisting in the implementation of all aspects of investment strategy, portfolio management, due diligence, and providing service to clients.

  • B.S. in finance with a minor in economics for the Pennsylvania State University, Smeal College of Business
  • Graduated with high distinction

OLYMPUS DIGITAL CAMERAClient Relationship Manager

A two-decade financial services professional who has spent much of her career gaining extensive knowledge in a variety of roles at Abundance, Bobbie Isett serves the firm as a client relationship manager. In this role, she assists the wealth counselors and serves as a first point of contact for clients while working closely with their attorneys and CPAs. Bobbie has particular expertise in accounting and uses her skills when administering client relationships and accounts, implementing financial plans, or responding to a wide range of requests from clients.

  • Graduated from Centre Business School with a degree in accounting
  • Received training at the PA Bankers Assoc. School of Fiduciary Services, Investments & Wealth Management
  • Received training at the School of Trust, Investments, and Wealth Administration
  • Notary Public

Jodi Johnston HeadshotClient Services Manager

With more than two decades of experience in the financial services industry, Jodi Johnston is adept at serving Abundance clients and oversees the Client Services Team, which includes Banking, Account Opening & Maintenance, Client Relationship Managers and the Client Advocate. Jodi has a strong client centric approach for developing and maintaining quality driven solutions with the focus of providing clients the highest level of service.

 

  • Associate degree with honors from South Hills School of Business & Technology
  • Notary Public
  • Life, accident, and health insurance licensed
  • Fixed annuities licensed
  • Paralegal Certification

Ann Mallison HeadshotWealth Counselor

Ann Mallison’s prior experience includes roles in finance, marketing, recruitment, customer service and law. She has worked as a financial analyst for Fortune 500 companies, and spent ten years employed in higher education. At Abundance, Ann utilizes her talents to serve clients in matters of financial planning, investments, retirement plans, captive insurance and matters of private wealth. Ann is a licensed attorney in the state of Pennsylvania.

Education:

  • B.S. in finance with a minor in psychology from Villanova University
  • M.B.A. from The Pennsylvania State University, Smeal College of Business
  • J.D. from The Pennsylvania State University, Penn State Law

OLYMPUS DIGITAL CAMERAWealth Counselor

John Schaffer’s diverse background in business, law, real estate, and tax provides him with a unique skillset from which to serve the firm and its clients in a variety of important ways. John regularly counsels clients on investments, financial planning, business and legal matters, retirement plans, captive insurance, and in complex matters related to private wealth concerns.

John is a practicing attorney, where he focuses on estate, tax, and asset protection planning, and trust administration.

Education:

  • B.S. marketing with a minor in entrepreneurship from The Pennsylvania State University
  • J.D./MBA from The Pennsylvania State University, Dickinson School of Law, Smeal College of Business
  • Certified Private Wealth Advisor® Designee, Investments & Wealth InstituteTM

Memberships:

  • Member of the Pennsylvania Bar

Legal services provided by John Schaffer are under a separate engagement with Estate Design, LLC. Abundance Wealth Counselors, LLC does not offer legal advice or services.

Derek W. Varner

Derek Varner provides research and opinion regarding financial markets and investment opportunities on behalf of the Abundance Investment Committee. Derek is a consultant for Investment Research Partners, a sub-advisor to Abundance, and Associate Director of Investments for Bucknell University. At Bucknell, he is responsible for the management of the University’s endowment and excess working capital, which includes conducting research on financial markets, asset classes, and public and private investment opportunities. Derek also participates on the University’s retirement plan oversight committee, and regularly presents to students on the topics of investment & endowment management. Derek has also participated on conference panel discussions regarding institutional portfolio management on behalf of the University.

 

  • Bachelor’s degree in Business Administration with a concentration in Finance from the University of Pittsburgh
  • Chartered Financial Analyst (CFA)

Kennette Watson HeadshotClient Relationship Manager

Prior to joining the Abundance team, Kennette worked 15 years with a local publicly traded oil and gas exploration and production company. In that time, she held numerous positions such as Paralegal, Executive Assistant to the Executive Vice President, General Counsel and other members of the executive team as well as Office Manager.

At Abundance, she serves the firm as a Client Relationship Manager. In this role, she partners with the wealth counselors and serve as a first point of contact for clients while working closely with their attorneys, CPAs and service providers.

  • Associate degree from South Hills School of Business & Technology
  • Notary Public

Sydney WeaverClient Services Specialist

Prior to Sydney joining Abundance in 2019, she worked in the customer service and banking field where she focused on assisting members and managing their bank accounts in the areas of member services, digital banking, and card services. As a Client Services Specialist, Sydney is responsible for banking functions, insurance, account opening, account maintenance, and managing our custodial relationship with their service team.

  • B.S. in Business Administration with a concentration in International Studies and a minor in Environmental Studies, Lock Haven University

OLYMPUS DIGITAL CAMERA

Martin Wildy is a member of the Abundance Investment Committee. Martin is a co-founder of Investment Research Partners, a sub-advisor to Abundance, and has over 19 years of direct investment experience. Prior to co-founding Investment Research Partners, Martin worked for Eventide Asset Management in Boston, MA as a mutual fund manager overseeing income and dividend focused funds for Eventide. While at Eventide, Martin was also involved in building and managing a global equity income portfolio and multi-asset class fund models. In addition to portfolio management responsibilities at Eventide, Martin worked directly on researching companies and vetting investment ideas with the broader investment team. Martin has spoken at numerous conferences on values based investing and related investment opportunities.

 

  • Bachelor’s degree in Finance from Penn State University
  • Chartered Financial Analyst (CFA)

Martin A. Wildy is registered as an Investment Adviser Representative affiliated with Investment Research Partners, LLC. Investment Research Partners, LLC has been contracted by Abundance Wealth Counselors, LLC to provide sub-advisory services to Abundance Wealth Counselors, LLC. Mr. Wildy is not an Investment Adviser Representative of Abundance Wealth Counselors, LLC.