About Smithbridge
Who we are
Smithbridge Asset Management is an independent Registered Investment Advisor (RIA) established in 1997. We pride ourselves on maintaining rewarding, long-term relationships with our clients.
At Smithbridge Asset Management we believe investing and managing your finances responsibly enables economic prosperity and social progress. We are driven by a desire to help our clients achieve a better future. We have provided the same time-honored, personalized investment service, with integrity and expertise, for more than 20 years.
20+
Years of superior results and service to our clients
175+
Years of investment experience, knowledge, and wisdom
300+
Client relationships – over 98% are still with us
Investment Team
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Jonathan F. Kolle, CFA®
President, Chief Investment Officer
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Daniel A. Morris, M.S.
Director and Co-Chief Investment Officer
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Joseph K. Champness
Portfolio Manager
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James V. Kelly, CFA®
Director
Planning Team
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Shawn R. Keane, CFP®
Vice President, Managing Director, Financial Planning
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Edward J. Kehoe
Senior Associate, Portfolio Management
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Cindy de Sainte Maresville, CFP®
Financial Planner
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Stephanie Capriotti
Executive Assistant
Marketing & Administration Team
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Joan M. Kavanagh
Director Client Services
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John ‘Rusty’ R. Giles
Director of Marketing
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Margo Everson
Executive Assistant
Let’s talk about your goals
info@smithbridgeasset.com
(610) 361-9141
6 Hillman Drive, Ste. 101 Chadds Ford, PA 19317
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