Brett Shaver, CFA

Managing Partner & President

As president of Princeton Global, I work to build an outstanding team, investment performance, and client experience. As a portfolio manager, I strive to develop trust and confidence with clients—so that together, we can construct the optimal portfolio to achieve their financial goals.

My 20 years of experience in investment analysis has provided me with deep insight into selecting individual investments and understanding how these choices work together in a portfolio to deliver long-term results. My background has also provided unique access to leading management teams and an understanding of effective corporate governance—something the Princeton Global team strongly advocates.

I firmly believe financial success is defined by more than numbers and performance. It’s about understanding your ideal options and tailoring them to your desires, needs, and goals. I am always available to clients—and I love nothing more than listening to your priorities, sharing my perspective, and finding innovative ideas together.

• Senior Research Analyst, BlackRock
• Chartered Financial Analyst (CFA) charterholder
• Bucknell University, B.S.
• Founding Member, Princeton Area Community Foundation NextGen Giving Circle
• Board Member, The Friends and Foundation of the Princeton Public Library, Princeton Little League, Princeton Junior Football League

609-945-1781

Erica Bullinger, CFA

Managing Partner & Chief Operating Officer

As Chief Operating Officer, I oversee the day-to-day operations and identify opportunities to optimize processes to better serve our clients and efficiently grow the firm. At Princeton Global, serving our clients exceptionally well is at the core of everything we do. I am committed to ensuring our team is equipped with the right infrastructure, technology and people to best serve our client’s needs.

Prior to joining the firm, I spent 18 years at BlackRock within an investment team that managed a global, multi-asset strategy. This experience provided me with the opportunity to work with a wide range of clients, as well as exposure to a diverse set of technology platforms and investment offerings. I seek to bring this perspective to Princeton Global to help strengthen our client relationships.

I love working with people to help them reach milestones, both big and small. As a problem solver, I take pride in finding solutions which enable our team to work better with clients, so they achieve their financial and life goals.

• Product Strategist and Managing Director, BlackRock
• Charter Financial Analyst (CFA) Charterholder
• Villanova University, B.S.
• Board Member, Nassau Nursery School and Pretty Brook Tennis Club

609-945-1781

Paul Gerard, CFA

Managing Partner & Chairman

As a founder and chairman, it’s my job to think long-term for our firm. As a portfolio manager, it’s also my job to think long-term for our clients. I’ve known most of my clients for decades, and I stay engaged with them to ensure that asset allocations remain appropriate as circumstances change.

Investing is something I’ve been passionate about for a very long time. It’s exciting and important for people who want to strategically build and enjoy their assets. I appreciate having the opportunity to work in this dynamic field and constantly meet fascinating people.

But most importantly, I enjoy being able to help my clients take control of their financial decisions in a way that makes sense for them. At the end of the day, I get to help solve big problems for many people. It’s rewarding—and it’s never boring!

• Portfolio Manager, BlackRock
• Chartered Financial Analyst (CFA) charterholder
• New York University Stern School of Business, M.B.A.
• University of California at Berkeley, B.S.
• Former President of the Board of Trustees, Princeton Senior Resource Center

609-945-1781

Joel Heymsfeld, CFA

Partner & Chief Investment Officer

As the Chief Investment Officer, I’m tasked with monitoring what’s happening in the world and then determining how these events affect the world and U.S. economies. I’m focused on making sense of the global noise and putting it into a usable framework that aids our advisors in their client conversations and with their plans.

I’ve been in the financial services business for over five decades, starting as a portfolio manager for Merrill Lynch and BlackRock, and eventually serving on the Global Strategy Committee. Since then, I’ve been a portfolio manager for individuals and institutions and a mutual fund manager. And I was one of the first to join Princeton Global as a partner.

I’ve always loved the challenge of working in such a dynamic and complex industry. Now, I get to use my unique perspective and depth of experience to help our advisors bring the proper context, guidance, and support to their clients.

• Portfolio Manager, Merrill Lynch and BlackRock
• Chartered Financial Analyst (CFA) charterholder
• University of Michigan Graduate School of Business Administration, M.B.A.
• Columbia University, B.A.
• U.S. Army Veteran. Awarded Army Commendation Medal, Good Conduct Medal, and Vietnam Service Medal

609-945-1781

Tara Bansal, CFP^®

Partner & Chief People Officer

The first thing I ask my clients when I meet them: what is it all for? Because on paper, my job is to help you navigate the complexities of financial planning to achieve your goals. But in reality, it’s much more than that.

As a certified life coach and financial planner, my ultimate goal is to work with you to find fulfillment in your life. And while money is a part of that, I believe that getting there is not just about your finances. It’s about making the most of all your assets—including your talents, gifts, skills, and time.

I love working with people and getting to know them in a deep way. My strength is asking the questions that get my clients thinking about what really matters to them. And my passion is helping people become empowered to make confident, rewarding decisions about their own future.

• Former Partner, Main Street Financial Solutions
• CERTIFIED FINANCIAL PLANNER™ (CFP®) and Life Coach
• Virginia Tech, M.S. Chemical Engineering & M.B.A.
• Lafayette College, B.S.

609-945-1781

Nyda Bannerman

Client Service Director

As the business manager at Princeton Global, I keep our day-to-day operations running smoothly while ensuring a consistent and exceptional client experience.

Throughout my career, I’ve had a variety of client-focused roles. For the past 15 years, I have supported investment firm operations, including accounting and compliance. The most rewarding part of my job is helping guide our clients through the administrative complexities of the financial services industry.

It’s my job to set the tone for the experience you can expect when you choose Princeton Global. And there’s nothing I enjoy more than helping you feel welcome, comfortable, and at home.

• Investment Adviser Certified Compliance Professional
• Associates degree in Biology
• Volunteer for Joyce’s Voice for Cats and various animal shelters

609-945-1781

Joe Schreiner, CFA

Investment Operations & Trading Manager

I’ve always been interested in investing—a calling that led me to study economics as an undergraduate and has since brought me to Princeton Global.

My contribution enables our team and clients to make informed investment decisions. I do the groundwork with our firm’s investments, including research, database integrity, and performance reporting. I thoroughly enjoy exploring all the different investment opportunities available to our clients, and I love researching and learning more about the companies behind our client recommendations.

• Chartered Financial Analyst (CFA) charterholder
• Bucknell University, B.A.
• Member of the Princeton Area Community Foundation NextGen Giving Circle

609-945-1781

Erika Tucker

Client Service Manager

As the Client Service Associate, I help our clients (and advisors) with whatever they need. I want them to feel welcomed and supported. I work alongside our Business Manager, Nyda Bannerman, to manage day-to-day office operations and client requests.

I attended St. John’s University with a major in mass communication. My previous work experience includes project management and several client-facing and servicing roles. As a Client Services Associate and Health Coach, I enjoy working with people and have a passion for health and wellness. I strive to integrate mindfulness as an everyday practice for clients and coworkers.

• St. John’s University, B.A.
• Health Coach – Integrative Institute for Nutrition

609-945-1781

Matt Gelfand, Ph.D., CFA, CFP^®

Managing Director & Global Strategist

As Managing Director and Global Strategist of Princeton Global, I am responsible for institutional investments. I’ve spent more than 30 years in the investment advisory industry, with a career that’s included roles at several prominent firms. I began my career as an economist at the Federal Reserve Board in Washington, D.C. Prior to joining Princeton Global, I was a Managing Director at Rockefeller & Co. (R&Co.), where I managed more than $2 billion in client assets for nonprofit organizations and high net worth families. I also led R&Co.’s manager research team.

I’ve published extensively on financial and investment topics in professional and academic journals. I’ve also been a “guest host” and commentator on CNBC and have been interviewed by publications such as The Wall Street Journal, The New York Times, and Bloomberg News.

Outside of work, I enjoy spending time with my family and my 80-pound dog. I’m also passionate about staying fit and sailing on the Chesapeake Bay, having sailed more than 4,000 nautical miles in my lifetime.

• Managing Director, Rockefeller & Co.
• Chartered Financial Analyst (CFA) charterholder
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• University of Pennsylvania, Ph.D., Economics
• Yale University, B.A., Economics
• Past Board Member & Finance Committee Roles: Rockefeller Trust Co. (Delaware), The Forward Association, Wallace Global Fund
• Current Role: The Forward Association Nominating Committee

609-945-1781

Dan Hanley, CFP^®, CDFA^®

Partner & Wealth Manager

As a Certified Financial Planner™ (CFP®) with 30 years in the industry, I’m well-versed in investment research, portfolio management, and financial planning. But my favorite part of my role at Princeton Global is being able to build relationships with both current and potential clients.

I enjoy working with so many different types of people and personalities, and I love being able to help them make sure their financial plans are in order. You never know what life is going to throw at you, so I help make sure you’re prepared—from creating smart financial and retirement plans to choosing the right life insurance for your family.

• Formerly held positions at Spoor Behrins Campbell & Young Corp., Global Wealth
  Management, Wells Fargo Advisors, and Deutsche Bank
• Certified Financial Planner^™ (CFP^®)
• Certified Divorce Financial Analyst, (CDFA®)
• Hofstra University, B.A.
• Board Member of SAVE, a Friend to Homeless Animals
• Treasurer, Hopewell Valley Lacrosse

609-945-1781

Jim Kilcommons III, CFP^®

Wealth Manager

I have close to four decades of experience in the wealth management and financial planning industries, working with a diverse client base that includes individuals, trust estates, endowments, and various institutions. Combining this experience with my passion for investments and planning strategies, I have worked diligently to help my clients achieve their financial dreams.

George Kinder of “Lighting the Torch” explained: “Each of us carries within a secret yearning … as time and life march on often becomes a secret sorrow. What does this secret yearning have to do with financial planning? Certainly, our heart’s core and our balance sheet both have to do with ‘value.’ Yet, we rarely square financial analysis and strategies with our own deeply felt and tender passions.”

At Princeton Global, as throughout my extensive career, I have sought to articulate an integrated investment and financial planning strategy that will allow you and your family to live the life of your dreams to light your torch.

• Senior Portfolio Manager at TIAA
• Director and Senior Portfolio Manager at BlackRock
• Voting member on Merrill Lynch Asset Management Core Equity Team
• CERTIFIED FINANCIAL PLANNER™
• Kathy and I have been married for 41 years. We have six beautiful adult children.
• St. Paul Church Parishioner for 32 years
• Columbia University, B.A.

609-945-1781

James Kilcommons IV, CRPC^®, AWMA^®

Associate Wealth Manager

I enjoy getting to know clients and understanding what matters most to them—not just financially, but in the lives they’re working to build. I’m naturally curious and enjoy asking questions, solving problems, and helping individuals and families create thoughtful financial strategies that reflect their goals and values.

I bring 17 years of experience in financial services, including my time as a Vice President at Merrill Lynch. Over the years, I’ve helped clients navigate changing markets and major life transitions, from career changes and relocations to retirement and growing families. I enjoy helping clients understand their overall financial picture, make thoughtful decisions, and adjust their plans as their lives evolve.

At Princeton Global, I appreciate the opportunity to take a comprehensive and personal approach to financial planning. Whether we’re building a financial plan, evaluating risk, or making changes to an investment portfolio, I want clients to understand what we’re doing and why. My goal is to make the process feel clear and manageable and to help clients feel confident about the decisions they’re making.

Family is at the center of my life outside of work. My wife, Ashley, and I have three children, and much of our time together is spent biking, visiting amusement parks, and exploring local playgrounds. I also enjoy playing piano, gardening, brewing beer, 3D printing, video games, and the occasional Dungeons & Dragons campaign. These interests reflect some of the same things I bring to my work—curiosity, patience, creativity, and a genuine enjoyment of connecting with people.

• Chartered Retirement Planning Counselor℠ (CRPC^®)
• Accredited Wealth Management Advisor℠ (AWMA^®)
• Former Vice President, Merrill Lynch
  Series 7 and 66 registrations

609-945-1781

Paul Lebowitz, CFP^®

Senior Wealth Manager

In my 30 years of experience, I’ve built long-lasting relationships with my clients and their families. I deeply understand their needs—and I enjoy sharing my extensive knowledge in financial planning and strategies to help grow and protect their savings. Seeing many of my clients retire successfully due to prudent financial planning and portfolio growth has been rewarding in my career.

I’ve enjoyed working closely with the Princeton Global team, which provides exemplary administrative and investment support. At the same time, I can dedicate focused time to serving our clients, which is paramount to me. I look forward to being closer to many clients and spending time with my wife, Audrey, in our new home in Florida.

• Certified Financial Planner™ (CFP^®)
• Baruch College, B.S. and M.S.

609-945-1781

Michael R. Marsh (Mike)

National Managing Director, Nonprofit Investment Services

With 25 plus years of experience servicing the investment requisites of nonprofit institutions, I bring a wealth of focused experience to our firm. Prior to joining Princeton Global, I spent the first 15 years of my professional career working in nonprofits globally; at all professional levels. These experiences offered me a heartfelt appreciation for nonprofits and the persons who dedicate their careers working within toward the “greater good” for our society.

My goal at Princeton Global is to secure the trust of the nonprofit (tax-exempt) community nationally and ultimately become their preferred outsourced CIO (OCIO) investment advisor partner. We will do this with a fiduciary partnership, crafting investment strategies aligning with their unique missions, always placing their objectives first and with a client service model that over-services their desires.

Outside of my professional career, I enjoy fly & saltwater fishing, sailing, reading on the beach, volunteering with nonprofits, weightlifting, exploring foreign countries and Caribbean Islands with my wife Kim and walking my dog. I also completed two NYC Marathons.

• Founding Director, Rockefeller Family Office’s first Nonprofit Investment Services Dept.
• Certified Financial Manager (CFM)
• Executive Certificate in Financial Planning (eCFP), Georgetown University
• Degrees: Theology (Th.M.) & Divinity (M.Div.), Graduate Theological Union, Berkeley, CA
• MBA, Fordham University’s Graduate School of Business, NYC, New York
• B.S., Fairleigh Dickinson University, Rutherford, N.J.
• H.S., Saint Joseph College Preparatory School, Metuchen, NJ
• Member: Beta Gamma Sigma & Alpha Mu Alpha Honor Societies
• Board Member & Finance Committee Roles: United Nations Association, Jesuit Refugee Services, Jesuit Volunteer Corps

609-945-1781      mmarsh@princetonglobal.com

Brendan McPoyle, CFP^®, AEP^®

Wealth Manager

As a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Accredited Estate Planner® (AEP®), and an accomplished member of Princeton Global Asset Management’s leadership team, I have been working with clients in Southeastern PA, Wilmington, DE, and Princeton, NJ for over 25 years. I work with business owners, high net worth individuals, and hard working professionals – helping them increase and protect their financial assets.

I provide comprehensive financial planning and wealth management strategies to help my clients achieve financial security and independence.

Experienced in developing comprehensive financial plans, I work with clients on creating budgets and cash flow management, pension plan maximization, 401K, 403b and IRA/Roth retirement contributions and distributions, asset allocation structuring, investment strategies, student loan debt management, and charitable and planned giving vehicles. I’m also licensed in life and long-term care insurance as well as fixed and variable annuity products to help clients protect assets and secure their financial futures.

I bring clarity and guidance to comprehensive private wealth management strategies and to executive compensation options to help business owners navigate financial markets and ensure compliance. I also consult with and guide company executives through qualified retirement planning strategies and defined contribution plan administration.

A lifelong resident of Delaware County, PA, I live with my family in Havertown, PA, where I am actively involved in the community. Professionally and locally active, I am a member of The Delaware County Estate Planning Council, the Irish American Business Chamber Network, and the Havertown Partnership for Economic Development also known as Discover Haverford. I have also presented numerous financial education seminars for clients, peers, and advisors throughout the Greater Delaware Valley region.

I work with professionals, couples, and individuals interested in developing a long-term relationship to build and organize their wealth and achieve their financial goals. I offer a complimentary one-hour exploratory call to anyone interested in achieving a successful retirement and investment outcome. Call today to set up your financial review.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Accredited Estate Planner®
• Merrimack College, B.A.
• Five Star Wealth Manager, 2013-2018; 2020-2023
• Board Member, Delaware County Estate Planning Council
• Member, Irish American Business Chamber & Network

Brendan’s 2026 Key Financial Data | Suburban Life Magazine

609-945-1781

Richard Moseley

Partner & Senior Wealth Manager

I work primarily with families experiencing inflection points in their financial lives. Over the years, I’ve found successful investing to be equal parts art and science. For my clients, the most fertile soil for investment success combines intergenerational communication, respect, understanding, and perspective.

Before joining Princeton Global, I had my own investment management business for ten years. Before that, I spent 20 years as an investment banker on Wall Street, helping founders and companies grow and flourish. During that time, I found that I enjoyed working with driven and interesting people the most. In my current role, I get to do precisely that, combining my corporate finance background with the deep talent pool at Princeton Global to help create a productive space for multi-generational families to have empowering conversations about—and engage with—their wealth.

• Former President & Owner, Alpha Risk Management
• NYU Stern School of Business, M.B.A
• Vassar College, B.A.
• Raritan Valley Beekeepers’ Association

609-945-1781

Matt Selihar, CFP^®

Wealth Manager

I partner with families and business owners to design clear, actionable financial plans that align with their goals, values, and vision for the future. At Princeton Global, we believe financial planning is deeply personal — it’s about understanding what matters most to each client and creating a path that helps them live with confidence and purpose.

I bring more than 15 years of experience in financial services, including roles with BlackRock and Russell Investments in investment sales and product strategy, and advisory experience at Northwestern Mutual and Colorado Wealth Group. These roles provided me the opportunity to work with a diverse range of clients and investment strategies, shaping a planning approach that is both technically grounded and human-centered.

I’m passionate about helping clients make thoughtful financial decisions that bring balance to their lives — whether that means preparing for retirement, guiding the next generation, or achieving a lifelong goal. I also enjoy collaborating with colleagues to strengthen Princeton Global’s planning process and leveraging digital tools to better serve our clients.

Outside of work, I love spending time with my two children, coaching youth sports, exploring the outdoors, and cheering on the Colorado Avalanche.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• University of Pittsburgh, B.S.B.A., Finance and Marketing
• Northwestern University, Certification in Financial Planning
• Licenses: Series 66, and Life, Health & Disability Insurance

609-945-1781

Rob Spadaford

Wealth Manager

I view myself as a financial guide—showing clients the different routes they can take to accomplish their financial goals while sharing with them the strategies they’ll need along the way. I enjoy helping people to “get up the mountain.” But equally important to help them get down: making sure they have a steady source of income in retirement, working with them to create a long-term plan, and giving them the tools they need to build a secure future.

As a musician and artist, I love engaging with my clients to think creatively. My background varies—from life and disability insurance to annuities and pension planning to traditional asset management. I use this multifaceted experience to provide my clients clarity and peace of mind with coherent advice and actionable plans.

• Retirement Benefits Specialist, AXA
• Accredited Investment Fiduciary®
• Syracuse University, B.S.
• Bucks County Artisan & Musician

609-945-1781

George Wislar

Senior Wealth Manager

With 35+ years of experience in financial planning, investment management, and life coaching, I help my clients see what’s possible—and work with them to make it a reality. It’s important to me that I offer not only a practical plan for their future, but also a positive point of view around what they can achieve.

I’ve worked at a variety of firms throughout my career, including Paine Webber, UBS, and now Princeton Global. After decades in the industry, one thing that remains the same is how much I love building deep, lifelong relationships with my clients and getting to be part of their journey. There’s truly no better moment than being able to tell someone they can retire!

• Former owner, Acuity Wealth Management, LLC
• Senior Managing Director, US Fiduciary, LP
• Senior Vice President, UBS Financial Services, Inc.
• Finance committee member at the
• Princeton Community Church
• Former President of the Growth Connections Chapter of Business Networking International

Learn more about George’s client approach

609-945-1781