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,...

Read more

W. Gresham Cooney

Chief Compliance Officer

(610) 891-2870

(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 25 years of Industry Experience including managing Floor...

Read more

Denise Devlin

Head Trader

(610) 891-2870

(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...

Read more

Michael Cirard

Manager of Advisory Services

(610) 891-2870

(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...

Read more

Ellen O’Connor

Office Manager

(610) 891-2870

(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...

Read more

Lynn Resch

Administrative Assistant

(610) 891-2870

(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...

Read more