Meet The Team

World Class, Comprehensive Guidance

Our highly-professional, knowledgeable and caring investment team is dedicated to helping you realize your financial goals and dreams. We understand that our actions will affect the welfare of your family, your business or organization and your future. We actively listen and will stand by you every step of the way — through life’s challenges, triumphs and transitions.

Ask for us by name.

Irvin G. Schorsch III

Irvin G. Schorsch III

Founder and President

Stephen T. Palmer III

Stephen T. Palmer III

Senior Investment Consultant

Donna Zanetti

Donna Zanetti

Director of Client Services

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Christopher Mallon, CFP®

Senior Financial Advisor

Andrew Randisi

Andrew Randisi, CFP®

Senior Financial Advisor

Lesley Buck

Lesley Buck

Manager of Client Services

Nancy Zatzman

Nancy Zatzman

Project Manager

Kathy Polichetti

Kathy Polichetti

Senior Client Service Specialist

Traci Morgan

Traci Morgan

Executive Assistant

Mary Limburg

Mary Limburg

Trader & Client Service Specialist

Gail Miller, Accounting Manager

Gail Miller

Accounting Manager

Schedule a complimentary Introductory Call with one of our financial professionals today!

Contact Us

Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States

hello@pcmadvisors.com

1.800.788.4400

About Us

At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.

Business Hours

We welcome the opportunity to support you anytime you might need us. We are open from:

Monday - Friday: 8:00AM - 5:00PM (EST)
Saturday: Closed
Sunday: Closed

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