To Learn More about the Financial Planning process, please visit the CFP Board Website: https://letsmakeaplan.org
Matt has over 20 years of experience in the investment management and wealth management businesses. Prior to leading Godshalk Welsh Capital Management, Matt spent eleven years as a Portfolio Manager at The United States Trust Company of New York.
Matt has a BS Degree from Villanova University and an MBA from Fordham University. In addition, Matt is a Certified Financial CFP®, having earned the designation in 1998. Matt grew up in Paoli, PA and now resides in Wayne, PA.
Cathy has over 25 years of experience in the investment management and fixed income trading businesses. Prior to joining Godshalk Welsh Capital Management, Cathy was with Janney Montgomery Scott, in West Chester, PA.
Cathy has a BS Degree in Mathematics from Pennsylvania State University. Cathy resides in Phoenixville, PA with her husband and family.
Laura has over 15 years of experience as a client relationship associate and operations specialist in the financial services industry. Prior to Joining Godshalk Welsh Capital Management, Laura worked at Prudential Securities, in Radnor, PA and Donaldson, Lufkin & Jenrette, in Bala Cynwyd, PA.
Laura has a BS Degree in Marketing from West Chester University. Laura resides in Ardmore, PA with her husband and family.
Godshalk Welsh Capital Management, Inc.
170 N. Radnor Chester Road, Suite 100
Radnor, PA 19087
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