Michael Modica
Partner at Pine Valley Investments, LLC
- Role
- Partner at Pine Valley Investments, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Michael Modica
As a Partner and Managing Director of Pine Valley Investments, I support investment…
Experience
Partner
Jul 2015 — Present · Marlton, NJ, US
Pine Valley Investments, LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses. Our firm was designed to disrupt the traditional advisory model by placing the focus back on what is best for the client. Investors can count on us to provide lower fees and the highest quality of service which includes: prudent investment planning techniques, effective portfolio construction and proactive risk management.Lower fees, quality service, capital preservation and consistent risk-adjusted growth are priorities of clients working with Pine Valley Investments. Success can be measured by our team\'s ability to meet each client\'s unique planning and investment goals.
Education
George Mason University – Costello College of Business
Bachelor's of Science, Finance
2005 — 2009
Skills
- Roth Ira
- Securities
- Financial Services
- 529 Plans
- Sales
- Fixed Annuities
- Investment Strategies
- Analysis
- Life Insurance
- Iras
- Retirement Planning
- Finance
- Investment Management
- Investments
- Management
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