Broker Check

 

 

Our Team

James W. O'Connor

James W. O'Connor

President

(610) 891-2860

(610) 565-8819

Jim has been the owner and President of BestVest since 1999. His experience in the securities industry dates back to 1981 and includes over 35 years in broker-dealer management, institutional and retail financial advisory services,...

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W. Gresham Cooney

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 35 years of Industry Experience including managing Floor...

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Denise Devlin

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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William F. Geilfuss

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 40 years. His investment product knowledge includes a wide array of investment products from individual...

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Jerry Vuono

Jerry Vuono

Registered Representative

(610) 891-2860

610) 565-8819

Jerry is a financial advisor and investment advisor representative with over 30 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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Michael Cirard

Michael Cirard

Vice President; 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 since 2009. Michael is a trader and manager of the...

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Kim Cardoni

Kim Cardoni

Operations Coordinator

610-891-2860

610-565-8819

Kim graduated Bloomsburg University in 2016 with a bachelor’s degree in finance. She moved from Administrative Assistant for insurance licensing to the Operations Coordinator of BestVest. Kim is responsible for daily settlements...

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Saralyn Morrisroe

Saralyn Morrisroe

Operations Associate

8004341776

610-565-8819

Saralyn is a registered representative who assists in the firm’s daily operations. She joined the firm in 2018 and has been a valued member of the team. She holds a Series 7 and Series 63. Prior to BestVest, Saralyn graduated...

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Michael Persia

Michael Persia

Registered Representative

(800) 434-1776

Michael joined the firm as financial and investment advisor in 2021. He holds a Series 7 and Series 66 license. Michael is both an advisor and trader, tasked with managing client accounts, offering investment advice and services, and...

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