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,...
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...
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...
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...
