Providing Personal Service
Determining Financial Needs
Building Lasting Relationships
The services of the PCM team begin with intensive fact-finding meetings with the prospective investor to determine specific needs, concerns and goals. Once the information has been collected and analyzed, the team goes to work to develop an investment and asset allocation plan to conform to the client's particular situation.
PCM has developed a sophisticated information network providing minute-to-minute access to data on local and world stock and bond markets. This information network, however, is only as good as the people who use it, and PCM is proud to have some of the best.
Irvin G. Schorsch III, CIMA, CFP®, AIF is the President and Founder of PCM. He brings a unique blend of education, experience, commitment and integrity to his role. A graduate with honors from the Commerce and Finance Division of Villanova University, he also received the advanced certification as a Certified Financial Planner from the College for Financial Planning in Denver, Colorado. In 1989, Irvin achieved the Certified Investment Management Analyst designation, one of a unique group nationwide. This certification is issued by the Wharton School of the University of Pennsylvania, in conjunction with the Investment Management Consultants Association. He has earned the ACCREDITED INVESTMENT FIDUCIARY™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Irvin's training and 29 years of experience cover a wide range of consulting and planning services, including: fiduciary responsibilities and oversight, investment advice and management services to trusts, estates and individuals; tax related investment planning; insurance evaluation services and debt restructuring. This experience, along with his broad knowledge of institutional, corporate and individual portfolio analysis, combines to help explain the continuing loyalty Irvin inspires in our clients.
Stephen Palmer is PCM's Senior Investment Management Consultant, providing a wide range of business and analytical skills and problem-solving processes to our clients. Prior to joining PCM, Steve was Chief Executive Officer for Palmer International, Inc., where he oversaw the operations on a worldwide basis, including the U.S. plants in Worcester and Skippack, Pennsylvania and the facility in the United Kingdom located in Hartlepoole. He is a graduate of Ithaca College with a Bachelor of Science Degree in Business Administration, and has also completed the Uniform Investment Advisors Law Exam and has received his Series 65 designation. Steve's 34 years of international business experience and skills sets are an invaluable asset to the PCM Team.
Pennsylvania Capital Management, Inc. functions as a team providing high quality investment advisory and consulting services to its discerning clients.
Donna M. Zanetti is Manager of Client Services for Pennsylvania Capital Management. She brings over 30 years of experience in the financial services industry with Wachovia Securities and Prudential Securities. Prior to joining PCM, Donna was the Administrative/Operations Manager handling the most complex client issues in the branch office, managing a support staff of 30 and over 30 Financial Advisors. She is a graduate of Glassboro State College with a Bachelor of Science degree in Business Administration and a concentration in Finance. Donna embodies our spirit of service in leading our client service team. She is fully registered and has the skill and experience to support our clients' day-to-day needs. Clients appreciate her responsiveness, efficiency and personal touch in taking on the variety of tasks and challenges.
Danielle Margulis CFP® joins the PCM team as a Financial Planning Associate, with over 10 years of experience in the financial services industry. Formerly with Pinnacle Financial Advisors, Danielle was responsible for developing and updating clients' financial plans, answering their financial planning questions and serving on the firm's investment committee. She is a graduate of the University of Maryland, where she earned a Bachelor of Science in Finance and a Bachelor of Science in Human Resource Management. She furthered her education with an advanced certification as a Certified Financial Planner from the College for Financial Planning in Denver, Colorado. Danielle continues to streamline technology solutions and broaden PCM's planning capabilities.
Kathy Polichetti is PCM's Senior Client Service Specialist. With more than 20 years in the financial services industry, Kathy joined us from Wachovia where she was a Senior Account Administrator to four senior financial advisors. She attended Montgomery County Community College and concentrated her studies in the field of business. Kathy maintains close relationships with all of our clients and encourages them to tell us how we can best serve their families' needs. She's always ready to handle clients' requests, answer questions and help our clients in every way possible.
Mary Limburg is Pennsylvania Capital Management's Trader and a member of our Client Service Team. Previously, Mary was a Financial Analyst in the Business Development department of Berwind Corporation. Prior to her stint in Business Development, she was a Consolidation Accountant at Berwind Corporation. She brings her exceptional analytical skills and eagerness to please clients to the PCM Team. A graduate of Temple University, Mary earned a BBA with a concentration in Accounting.
Traci Morgan is Executive Assistant to the President of PCM. She brings her 20 years' experience supporting top level executives in the commercial real estate and insurance industries to PCM, and enjoys the new and exciting challenges each day brings. Traci is a graduate of Katharine Gibbs School in Philadelphia. With her high attention to detail and results-oriented attitude, she utilizes her skills to support our clients and team in many capacities.
Nancy Zatzman is Project Manager for Technical Innovations at PCM. With over 38 years' experience providing support to top level executives in a wide array of industries, Nancy spent the last 24 years as sole proprietor of her own company, providing "virtual" business services to entrepreneurs, consultants, not-for-profits and corporations. A graduate of Katharine Gibbs School in Boston, Nancy also attended Ithaca College and Tulsa University.
Rhoda Franklin is Pennsylvania Capital Management's head accountant. Her responsibilities include preparing and maintaining PCM's financial records. Rhoda brings to PCM more than 30 years of accounting and office management experience. She furthered her education with both business and accounting courses at Temple University, and she continues to expand her knowledge and skills in the constantly-changing area of computerized systems and tax law changes.
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2300 Computer Avenue Suite G-01
Willow Grove, PA 19090
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