Christopher Topolewski, J.D., M.B.A.

Chris is the Founder of Wick Capital Partners, and is a key member of the Wick Capital Partners leadership team.  Chris’s primary career experience involved building his predecessor RIA where he was a shareholder and a driving force behind growth.  The firm grew from approximately $65 million in assets under management in 2002 to approximately $900 million in assets under management in 2016, when it was sold to WSFS Financial.  His career, life experiences, and education have allowed him to develop significant experience in tax and estate planning, business organization and succession planning, investing and financial planning for high net worth individuals.

Professional Experience:

• Founder, Wick Capital Partners

• Private Wealth Advisor and Chief Compliance Officer, West Capital Management

Graduate Degrees:

• Villanova Business School, Master of Business Administration.

• Villanova School of Law, Juris Doctorate

Undergraduate Degrees:

• Boston University, Bachelor of Science, Business Administration/Finance

Organizations

• Board of Trustees - Holy Child School at Rosemont

• Vice President - Union League of Philadelphia

• Member - Investment Committee Archdiocese of Philadelphia

• Board of Director - Philadelphia Police Foundation

Tom Huber, CFA ®

In his role as portfolio manager, Tom works directly with clients to establish their investment objectives, then builds and manages complete custom investment portfolios to meet those objectives. In a career of over 35 years, Tom has managed as much as $1 billion for individuals, families, trusts, pension plans, and endowments. In his role as Chief Investment Officer, Tom helps guide the Wick Capital Partners Investment Committee, which is responsible for market research, investment due diligence, and portfolio construction, with a focus on investing for clients.

Credentials/Designations:

• Chartered Financial Analyst®

Professional Experience:

• Chief Investment Officer and Portfolio Manager, Wick Capital Partners

• Managing Director & Portfolio Manager, Glenmede Trust Company

• Vice President & Portfolio Manager, Wilmington Trust Company

• Professional Options & Futures Trader, Various Firms

• Registered Representative, The Vanguard Group

Undergraduate Degrees:

• University of Pennsylvania: Bachelor of Science, Finance (Wharton School), Bachelor of Arts, European History

Mark Feldser, CPA

Mark is a key member of the Wick Capital Partners leadership team, financial planning team, and investment committee. Mark specializes in tax and estate planning, and comprehensive financial planning for high net worth individuals. As a Certified Public Accountant, he specializes in long term tax efficiency strategies in coordination with a client’s overall financial plan. Mark’s professional experience working with ultra-high net worth investors has provided valuable experience he can apply to families of all levels of wealth.

Credentials/Designations: 

• Certified Public Accountant (CPA)

Professional Experience: 

• Director of Tax and Estate Planning, and Chief Compliance Officer, Wick Capital Partners 

• Director of Tax and Estate Planning, West Capital Management

• Senior Audit Associate, KPMG

• Finance Manager, BioClinica, Inc. 

Undergraduate Degrees: 

• James Madison University. Bachelor of Business Administration, Accounting

Organizations:

• American Institute of Certified Public Accountants

• Philadelphia Estate Planning Council

Andrew Sachais, CFA®

Andrew is a key member of the Wick Capital Partners Investment Committee and Investment Operational team, which are responsible for market research, investment due diligence, portfolio construction, and portfolio implementation. Andrew has performed the role of Portfolio Manager in both the wealth management and hedge fund sectors, which has allowed him to build an expertise in portfolio management. Additionally, the CFA® designation has further refined his knowledge of the industry and requires continuous learning of developments in the field of finance.

Credentials / Designations:

• Chartered Financial Analyst (CFA®)

Professional Experience:

• Senior Portfolio Manager, Wick Capital Partners

• Portfolio Manager, West Capital Management

• Portfolio Manager, Satch Capital Management

• Trader, Schonfeld Group Holdings

Undergraduate Degrees

• Georgetown University, Bachelor of Arts, Finance

Organizations:

• CFA Society of Philadelphia

Stephen Paul, CFP®, CPA

Stephen is a key member of the Wick Capital Partners financial planning and client service teams. Stephen is a Certified Public Accountant as well as a Certified Financial Planner. He delivers high-touch client service by working closely with clients on their planning, cash flow, and retirement needs. Leveraging tax ability to develop custom tax options for clients.

Credentials:

• Certified Financial Planner (CFP®)

• Certified Public Accountant (CPA)

Professional Experience:

• Wealth Planner, Wick Capital Partners

• Tax Advice Specialist, Intuit Turbotax

• Staff Accountant, Withumsmith and Brothers, PC

• Wealth Planner, West Capital Management, LLC

Undergraduate Degrees:

• University of Illinois at Urbana-Champaign. Bachelor of Science, Finance

Cortright “Cortie” Wetherill III, MBA

Cortie is a Private Wealth Advisor for individuals, families, retirement plans, and endowments. Cortie takes pride in forging strong relationships with his clients, working directly with them to develop and implement custom financial plans. In previous roles, Cortie gained experiences with private and illiquid investment valuations enhancing his ability in investment analysis. He has seen, firsthand, how multi-generational families have traversed efficient asset transfers, and how private businesses seek to maximize and protect their financial health.

Professional Experience:

• Private Wealth Advisor, Wick Capital Partners

• Analyst Red Rocks Group

• VP Special Operations, CW II Holdings

• Co-Founder at Basin Systems

Graduate Degrees:

• Drexel University. LeBow College of Business.

• Master of Business Administration

Undergraduate Degrees:

• University of Miami. Bachelor of Arts, History

Organizations:

• Board Member – Religious Society of Free Quakers

• Board Member – Ad Prima Charter School 

• Development Committee Member – Thorncroft Equestrian Center

• Member of Investment Committee – St. Andrew’s Society of Philadelphia

Matthew J. Barr

Matt is a Private Wealth Advisor who works primarily with business owners and high net worth individuals to help them implement financial planning strategies for both their professional and personal needs. He plays an integral role in the macro-level strategy for his family’s medical practice including experience with tax efficiency, retirement plans, and operational procedures, which has given him a deep understanding of the rewards and the day-to-day struggles associated with owning and operating a business.

Professional Experience:

• Private Wealth Advisor, Wick Capital Partners

• Financial Advisor, Karr Barth Associates

Undergraduate Degrees:

• University of Miami. Bachelor of Science, Sports Administration

Tim Flynn

Tim is a key member of the Wick Capital Partners Investment Committee and Investment Operational team, which is responsible for market research, investment due diligence, portfolio construction, and portfolio implementation. Tim has performed the role of Investment Analyst in the wealth management space, which has allowed him to build a deep knowledge of investable assets.

Professional Experience:

• Investment Analyst, Wick Capital Partners

Undergraduate Degrees:

• Drexel University, Bachelor of Science, Marketing

Joseph J. DiMaio, Jr., CFP®

Joe is a Private Wealth Advisor with Wick Capital Partners. With more than 25 years of experience in wealth management, he provides multi-family office wealth advisory and consulting services to clients and their families.

 He coordinates with the Wick Capital planners, portfolio managers, and other professionals to deliver a high level of personal attention that extends beyond wealth management to retirement planning and intergenerational wealth succession planning. He focuses on custom tailoring clients’ investment portfolios to fit their specific long-term investment goals and risk tolerance.

 Before joining Wick Capital Partners in 2023, Joe spent 6 years with Bryn Mawr Trust. Before then, Joe spent 16 years with West Capital Management, where he was a wealth advisor to individuals, families, and institutional clients. Earlier in his career, he was a Vice President, Advisor & Senior Relationship Manager with the Wilmington Trust Company. He also has held positions at CoreStates Asset Management & Trust Company (now Wells Fargo), where he developed trust and investment advisory clients, and Merrill Lynch, where he serviced organizations’ employee benefits programs, including 401(k) and 403(b) retirement plans.

Credentials/Designations:

• Certified Financial Planner®

Professional Experience:

• Private Wealth Advisor, Wick Capital Partners

• Relationship Manager, Bryn Mawr Trust

• Investment Advisor, West Capital Management

• Vice President / Advisor & Senior Relationship Manager, Wilmington Trust Company

• Vice President, Corestates Asset Management & Trust Company (now Wells Fargo)

• Vice President, Merrill Lynch

Undergraduate Degree:

• University of Maryland, Smith School of Business, Bachelor of Science, Finance

Organizations:

• Philadelphia Estate Planning Council

• Philadelphia Tri-State Area Chapter of the Financial Planning Association

• Youth Work Committee

• Good Citizen Day Committee

Carolina Golderer

Carolina is Wick Capital Partners’ Client Communications Manager and plays a key role in the firm by overseeing operational policies and procedures. She leads client service and completes organizational tasks to improve the efficiency and communication efforts of the company. Carolina has extensive experience facilitating and managing the success of case work across various Law firms as a business Immigration Paralegal. She was an attorney in her native Venezuela and is fluent in English and Spanish.

Professional Experience:

• Klasko Immigration Law Partners, LLC

• Goldblum, Pollins & Dennis, LLP

• Marcia Binder Ibrahim, LLC

Degrees:

•  Law Degree – Santa Maria University, Venezuela.

Chartered Financial Analyst (“CFA®”) is a professional designation and awarded by CFA® Institute. To earn the CFA® charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA® Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA® charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA® Institute Code of Ethics and Standards of Professional Conduct. CFA® is a trademark owned by CFA® Institute.

In order to achieve and maintain Certified Financial Planner (CFP®) certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board’s Experience, Education, & Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years.