The principals and wealth managers in our firm are exceptionally qualified to serve our clients, with prestigious educational degrees, industry certifications and professional honors. They are frequently quoted in top financial publications, and they are consistently recognized by many of those publications as being in their top tier of wealth managers. That said, it is the quality and character of the individuals who constitute our BASH team that we find the most impressive – most notably their dedication to teamwork, sharing of knowledge, integrity, and concern for both our clients and each other.
Chief financial officer, partner
Matthew Bagell is committed to BASH Capital’s client first philosophy through empowering clients to reach their financial goals and delivering the guidance and experience they deserve. His personalized approach while working alongside his client’s keeps their goals as the primary focus. Matthew specializes in retirement, insurance and financial planning services.
“Clients are the heartbeat of our company. What’s most important to us, is making sure that they feel confident in the strategies that we have implemented together.”
Chief Investment Officer, Partner
Scott is dedicated to implementing BASH Capital’s investment philosophy using an effective and purposeful approach. The philosophy is to use the core/satellite approach to portfolio construction. He is focused on delivering portfolio advice that provides clients with the expertise they deserve and an added layer of due diligence. Scott enjoys fostering and maintaining long term relationships with his investors while empowering them with knowledge and strategies to add value to their financial planning needs.
“Our clients’ objectives and constraints are at the forefront of all investment decisions and recommendations made within an Investment Policy Statement.”
Private Wealth Manager
David Dieal embodies BASH Capital’s planning philosophy through the implementation of comprehensive financial plans that align with his clients’ goals and objectives. With the uncertainty of the investment world, he will create unique strategic plans that will effectively work towards the accumulation and protection of his clients’ assets. David specializes in retirement, insurance, and financial planning services.
“We put our clients’ best interest first and strive to develop financial plans that mirror their goals. We are committed to fostering long term client relationships.”
Jessica Ryan is committed to BASH Capital’s client focused philosophy through ensuring the client’s experience exceeds their expectations. Making sure the client’s needs are met is her number one priority.
“Connecting with the clients and building that personal relationship, helps drive the strategic partnership BASH Capital strives to have with all their clients.”
Private Wealth Manager
Why am I a financial planner? Above all, I am a people person. I enjoy getting to know people and their families. I also enjoy educating and teaching people about the financial world and how it relates to their personal situation. I feel that I have the natural ability of explaining the complex and confusing financial industry in a way that is simple to understand. I also feel that most people need help making big financial decisions during their life and I want to be a part of that decision. I want to make people feel comfortable in an industry that is overwhelming at times and difficult to get through alone.
“We use a collaborative approach to goal-based planning, while always putting the client’s best interest at the forefront. Building trust and treating clients like family is a goal of Bash Capital”
Lisa Edinger is an accomplished administrative assistant, currently lending her expertise to BASH Capital. With a solid educational foundation, Lisa graduated from West Chester University with a degree in elementary education. Building on her passion for education, she pursued a master’s degree in special education at Cabrini College, further enhancing her skill set and knowledge in the field.
“With a dynamic background in education and management, I strive to implement the client first philosophy that BASH Capital prides themselves on.”
Investment Advisor Representative
Mark Maroldo’s most important attribute to BASH Capital is to work from the ground up. He takes the time to first learn about the client’s budget and cashflow to build out a monthly investment plan to help pursue the client’s goals. Mark takes the time to work through education and communication to create a team approach with the clients.
“The most important approach for my clients is to start with a budget; followed by establishing an emergency fund. Then and only then, do we determine what goals to fund. Education, communication, and teamwork are what my practice is built on.”