Broker Check

Our Team

Jim has been the owner and President of BestVest since 1999. His experience in the securities industry dates back to 1981 and includes over 30 years in broker-dealer management, institutional and retail financial advisory services,...

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W. Gresham Cooney

Chief Compliance Officer

(610) 891-2860

(610) 565-8819

Gresham has been with the firm since 2001 as Chief Compliance Officer. He is responsible for all facets of compliance and the day to day operations of the firm. Gresham has over 30 years of Industry Experience including managing Floor...

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Denise Devlin

Head Trader

(610) 891-2860

(610) 565-8819

Denise is our agency and riskless principal trader who joined BestVest in 2001. She handles the firm’s equity, fixed income and option trading. Prior to BestVest, Denise had worked as a trader for numerous Philadelphia based...

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John Dunfee

Institutional Sales Trader

(610) 891-2860

(610) 565-8819

John is the firms Institution Sales trader, he manages the institutional sales process, internally and externally, working with colleagues, pension administrators, health & welfare administrators and consultants with fund allocations....

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William F. Geilfuss

Investment Product Coordinator

(610) 891-2860

(610) 565-8819

Bill assists the firm with new investment product review and selection. He has been in the financial services industry for 33 years. His investment product knowledge includes a wide array of investment products from individual...

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Jerry Vuono

Registered Representative

(610) 891-2860

610) 565-8819

Jerry is a financial advisor and investment advisor representative with over 25 years of experience. He specializes in finding new companies with new and exciting products. In addition, Jerry is also licensed in Life, Health, Annuities...

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Ellen O'Connor

Office Manager

(610) 891-2860

(610) 565-8819

Ellen has been with the firm since 2001 and is responsible for the overall office management of BestVest and assists with Compliance and Insurance Licensing. Prior to BestVest, Ellen was employed in numerous administrative capacities...

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Lynn Resch

Operations

(610) 891-2860

(610) 565-8819

Lynn has been working with the firm since 2001. Lynn currently holds a series 11 license. As a member of the operations team, Lynn enjoys assisting our financial advisors in setting up new accounts and working with their clients. She...

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Michael Cirard

Manager of Advisory Services

(610) 891-2860

(610) 565-8819

Michael is the firm's Manager of Advisory Services, an investment advisor, and a firm principal. Michael has been with the firm since September 2014, but has worked in the industry for 5 years. Michael is a trader and manager of the...

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