Debra Lynne Hippensteel
Portefeuillebeheerder-Aandelen bij River Wealth Advisors LLC
Profiel
Ms. Debra L.
Hippensteel is a Senior Portfolio Manager at River Wealth Advisors LLC, focusing primarily on managing the portfolios of the firm’s Lehigh Valley clients.
She serves in a key role on the firm’s Investment Committee and is responsible for implementing River Wealth investment policies within the client portfolios she manages.
Additionally, she is the Lehigh Valley Office Manager, overseeing the office’s staff and ensuring compliance with the firm’s operational and service policies and procedures.
With over more than 25 years of experience in the financial industry, she will bring personalized service and investment expertise to clients in the Lehigh Valley and beyond.
Most recently serving as an Institutional Portfolio Manager with a large regional bank, Debbie managed accounts for individuals, foundations, endowments, and employee benefit plans.
Prior to that role, and after several institutional mergers, she was Senior Portfolio Manager for National Penn Investors Trust Company’s Northern Region and lead manager of the Municipal Bond portfolio and Short Duration Taxable Fixed Income Strategies.
She also served as a member of the investment committee and chaired the Portfolio Review Committee for the Northern Region.
In addition, in the 1990s, she worked for a Registered Investment Advisor in Allentown, AM Best, and Meridian Bancorp.
She graduated from Bloomsburg University with a Bachelor of Science degree in Finance and from DeSales with an MBA in Finance.
Actieve functies van Debra Lynne Hippensteel
| Bedrijven | Functie | Begin |
|---|---|---|
River Wealth Advisors LLC
 River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Portefeuillebeheerder-Aandelen | 01-08-2019 |
Eerdere bekende functies van Debra Lynne Hippensteel
| Bedrijven | Functie | Einde |
|---|---|---|
BB&T Institutional Investment Advisers, Inc.
 BB&T Institutional Investment Advisers, Inc. Investment ManagersFinance BB&T Institutional Investment Advisers, Inc. (BB&T IIA) is a registered investment adviser headquartered in Greenville, South Carolina and was founded in 1992. The firm is a wholly-owned subsidiary of Branch Banking and Trust Company which is owned by BB&T Corp. (NYSE: BBT). BB&T IIA provides investment consulting and discretionary investment management services to ERISA and Non-ERISA employee plans, local government employee retirement plans, foundations, endowments, deferred compensation programs, bank or thrift institutions, corporate investment accounts, and certain high net worth individuals. They also provide specialized investment management services to BB&T for some of their trust clients using proprietary investment strategies that focus on domestic stocks as well as high quality bonds along with open and closed-ended mutual funds. | Portefeuillebeheerder-Aandelen | 01-07-2019 |
National Penn Investors Trust Co.
 National Penn Investors Trust Co. Investment ManagersFinance Founded in 1994, National Penn Investors Trust Co. is a regional trust company located in Wyomissing, Pennsylvania. The firm is a subsidiary of National Penn Bancshares, Inc. (NASDAQ: NPBC). They were formerly known as Investors Trust Co. | Lid van de Investeringscommissie | 01-04-2016 |
Opleiding van Debra Lynne Hippensteel
| Bloomsburg University of Pennsylvania | Undergraduate Degree |
| DeSales University | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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National Penn Investors Trust Co.
National Penn Investors Trust Co. Investment ManagersFinance Founded in 1994, National Penn Investors Trust Co. is a regional trust company located in Wyomissing, Pennsylvania. The firm is a subsidiary of National Penn Bancshares, Inc. (NASDAQ: NPBC). They were formerly known as Investors Trust Co. | Finance |
River Wealth Advisors LLC
River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Finance |
BB&T Institutional Investment Advisers, Inc.
BB&T Institutional Investment Advisers, Inc. Investment ManagersFinance BB&T Institutional Investment Advisers, Inc. (BB&T IIA) is a registered investment adviser headquartered in Greenville, South Carolina and was founded in 1992. The firm is a wholly-owned subsidiary of Branch Banking and Trust Company which is owned by BB&T Corp. (NYSE: BBT). BB&T IIA provides investment consulting and discretionary investment management services to ERISA and Non-ERISA employee plans, local government employee retirement plans, foundations, endowments, deferred compensation programs, bank or thrift institutions, corporate investment accounts, and certain high net worth individuals. They also provide specialized investment management services to BB&T for some of their trust clients using proprietary investment strategies that focus on domestic stocks as well as high quality bonds along with open and closed-ended mutual funds. | Finance |