Pennsylvania Capital Management Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

A COLLABORATIVE APPROACH

Our firm was founded in 1995 on the belief that no two clients have the same needs or concerns. At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment management to help you create wealth and handle with your life changing events.

Success for you requires a comprehensive approach to wealth management, tax mitigation, wealth protection, wealth transfer, charitable giving and, for business owners, exit and succession planning.

As a truly independent advisory firm, we place our client's best interests above our own, and are free to recommend the best products, solutions and outside expertise available. We are passionate about you, your family and your goals.

Find Pennsylvania Capital Management employees' phone numbers or email addresses

Pennsylvania Capital Management Global Highlights

Location
Employees

North America
22

Minus sign iconPlus sign icon
  • United States Of America
    22

Pennsylvania Capital Management's Leadership

  • Stylized image of a person
    I. S.
    President/Founder
    Phone icon
  • Stylized image of a person
    I. S.
    Founder & President
    Phone icon
  • Stylized image of a person
    L. B.
    Owner
    Phone icon
  • Stylized image of a person
    D. Z.
    Mgr - Client Services
    Phone icon
  • Stylized image of a person
    G. M.
    Accounting Manager
    Phone icon
  • Stylized image of a person
    D. Z.
    Manager - Client Services
    Phone icon
  • Stylized image of a person
    A. R.
    Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    C. M.
    Senior Financial Advisor
    Phone icon

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
    I. S.
    Founder & President
    Phone icon
    United StatesPennsylvania
    Nov 14, 2025
  • Stylized image of a person
    L. B.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    I. S.
    President/Founder
    Phone icon
    United StatesPennsylvania
    Nov 14, 2025
  • Stylized image of a person
    D. Z.
    Mgr - Client Services
    Phone icon
    United StatesPennsylvania
    Jan 28, 2026
  • Stylized image of a person
    G. M.
    Accounting Manager
    Phone icon
    Jul 15, 2025
  • Stylized image of a person
    D. Z.
    Manager - Client Services
    Phone icon
    United StatesPennsylvania
    Oct 22, 2025
  • Stylized image of a person
    A. R.
    Senior Financial Advisor
    Phone icon
    United StatesNew Jersey
    Nov 17, 2025
  • Stylized image of a person
    C. M.
    Senior Financial Advisor
    Phone icon
    United StatesPennsylvania
    Oct 22, 2025
  • Stylized image of a person
    K. P.
    Senior Client Service Specialist
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. M.
    Executive Assistant
    Phone icon
    United StatesPennsylvania
    Oct 27, 2025

Frequently Asked Questions

What is Pennsylvania Capital Management known for?

Minus sign iconPlus sign icon
Pennsylvania Capital Management was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 1841 Huntingdon Pike Huntingdon Valley, Pennsylvania 19006 United States. 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 icon
Pennsylvania 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 icon
Pennsylvania Capital Management has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • President/Founder: I. S.
  • Founder & President: I. S.
  • Owner: L. B.
  • Mgr - Client Services: D. Z.
  • Accounting Manager: G. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.