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Pennsylvania Capital Management Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Pennsylvania Capital Management is a financial services firm that provides tailored wealth management and related planning services. Founded in 1995, the firm adopts a collaborative, client-focused approach that seeks to understand each person's goals and circumstances beyond investment performance, with the aim of helping them grow wealth and navigate life-changing events. Its offerings span comprehensive wealth management, tax mitigation, wealth protection, wealth transfer, charitable giving, and, for business owners, exit and succession planning. As an independent advisory firm, it prioritizes clients' best interests and is free to engage external expertise when appropriate. Based in Huntingdon Valley, Pennsylvania, the company serves individuals, families and business owners seeking holistic financial guidance, operating as a small to mid-sized practice.

Find Pennsylvania Capital Management employees' phone numbers or email addresses

Pennsylvania Capital Management Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Pennsylvania Capital Management's Leadership

  • Stylized image of a person
    L. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. M.
    Accounting Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. P.
    Senior Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    Finance Co-Op
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Financial Planning Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. T. I.
    Billing Administration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Client Service Specialist
    Phone icon
    Mobile Phone

Pennsylvania Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Pennsylvania Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. B.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    G. M.
    Accounting Manager
    Phone icon
    Mobile Phone
    Jul 15, 2025
  • Stylized image of a person
    K. P.
    Senior Client Service Specialist
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    B. F.
    Finance Co-Op
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. M.
    Financial Planning Associate
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    G. T. I.
    Billing Administration
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. L.
    Client Service Specialist
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Pennsylvania Capital Management known for?

Minus sign iconPlus sign iconPennsylvania Capital Management was founded in 1995 operates in the Financial Services industry. Explore Pennsylvania Capital Management's company overview page for more information.

What is Pennsylvania Capital Management's most common email format?

Minus sign iconPlus sign iconPennsylvania Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pennsylvania Capital Management email formats with LeadIQ.

How many employees does Pennsylvania Capital Management have currently?

Minus sign iconPlus sign iconPennsylvania Capital Management has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pennsylvania Capital Management's key employees and leadership?

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As of July 2026, Pennsylvania Capital Management's key employees include:

  • Owner: L. B.
  • Accounting Manager: G. M.
  • Senior Client Service Specialist: K. P.
  • Finance Co-Op: B. F.
  • Financial Planning Associate: C. M.

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