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 35 years in broker-dealer management, institutional and retail financial advisory services,...

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W. Gresham Cooney

Chief Compliance Officer

(610) 891-2868

(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...

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Denise Devlin

Head Trader

(610) 891-2863

(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...

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Michael Cirard

Manager of Advisory Services

(610) 891-2860

(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 since 2009. Michael is a trader and manager of the...

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Bonnie McGonigle

Administrative Associate

(610) 891-2860

(610) 565-8819

Bonnie joined the firm’s Operations department in 2020. She has over 10 years’ experience within the financial services industry and is in the process of attaining her Securities licenses. Bonnie earned a bachelor’s...

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Kim Cardoni

Operations Coordinator

(610) 891-2860

(610) 565-8819

Kim graduated Bloomsburg University in 2016 with a bachelor’s degree in finance. She moved from Administrative Assistant for insurance licensing to the Operations Coordinator of BestVest. Kim is responsible for...

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Saralyn Morrisroe

Operations Associate

(610) 891-2860

(610) 565-8819

Saralyn is a registered representative who assists in the firm’s daily operations.  She joined the firm in 2018 and has been a valued member of the team.  She holds a Series 7 and Series 63.  Prior to BestVest...

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