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Who We Are
Meet Our Team
Resources & Form CRS
Contact
- Financial Planning (opens in new tab)
- Portfolio Management (opens in new tab)

Meet Our Team

Joseph Malfeo,
CFP® ChFC®

President, Investment Advisor

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Matthew Maiers,
CMFC® CFS®

Vice President, Investment Advisor

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Kevin Cochran,
CEPA®, MBA

Investment Advisor

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George Nowack,
MBA

Investment and Tax Advisor

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Vinita Chaudhary,
MBA, CPA, CA

Tax Advisor

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Dan Conklin,
CEPA®, AAMS®

Investment Advisor

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Charles D. Leedy,
CFA, MBA

Investment Advisor

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Michael O'Rourke,
RICP®

Investment Advisor

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Bill Laundon,
AAMS^®

Investment Advisor

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Jennifer Coelho

Client Service Associate

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HUNTER STREET INVESTMENT ADVISORS

Investment advisory services offered through Hunter Street Investment Advisors LLC, a registered investment advisory firm. Securities offered through Charles Schwab & Co. Tax and accounting services offered through SMC Accounting & Tax, and Jain Consulting.

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Meet Our Team

Joseph Malfeo,CFP® ChFC®

Matthew Maiers,CMFC® CFS®

Kevin Cochran,CEPA®, MBA

George Nowack,MBA

Vinita Chaudhary,MBA, CPA, CA

Dan Conklin,CEPA®, AAMS®

Charles D. Leedy,CFA, MBA

Michael O'Rourke,RICP®

Bill Laundon,AAMS®

Jennifer Coelho

Joseph Malfeo,
CFP® ChFC®

Matthew Maiers,
CMFC® CFS®

Kevin Cochran,
CEPA®, MBA

George Nowack,
MBA

Vinita Chaudhary,
MBA, CPA, CA

Dan Conklin,
CEPA®, AAMS®

Charles D. Leedy,
CFA, MBA

Michael O'Rourke,
RICP®

Bill Laundon,
AAMS^®