InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40

Matt was selected as an honoree from a pool of almost 1,000 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership and promise for the future.

“It is an honor to represent our firm and our Lehigh Valley community with this recognition,” said Matt. “I am grateful to be named among the nation’s top emerging talent in our industry.”

He is featured as part of the 5^th annual 40 Under 40 list in the June 18 issue of InvestmentNews.