Princeton Global Asset Management LLC

Michael Marsh is a financial advisor with Princeton Global Asset Management LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Northern Trust Securities Inc. and Northern Trust Bank for nine years, and at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated for three years each. Marsh serves as a board member of Jesuit Volunteer Corps USA, providing advice for program growth. Princeton Global Asset Management offers discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm employs fundamental analysis combined with macroeconomic, currency, and geopolitical considerations to tailor portfolios to client-specific factors and may utilize independent third-party managers and technology platforms for specialized mandates and held-away account management.

Matthew Selihar is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. His prior roles include positions at Colorado Wealth Group, Northwestern Mutual, Russell Investments, and BlackRock. He took a year for extended travel in 2023. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm’s approach combines fundamental analysis with macroeconomic and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and technology platforms to manage assets efficiently.

Francis Keene is a CFP® with three years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. Prior to joining Princeton Global Asset Management in 2021, he worked at Bryn Mawr Trust and PNC Wealth Management, where he accumulated a total of 19 years of experience. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach is based on fundamental analysis and tailored portfolios that consider clients’ risk tolerance, time horizon, liquidity needs, and tax considerations.

Tara Bansal is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC since 2020. Prior to this, she worked at Private Wealth Management Group, LLC and has been involved with Positive Impact Consulting LLC since 2017. Outside of her advisory role, Ms. Bansal provides life coaching services and teaches courses at Princeton Adult School each fall and spring. Princeton Global Asset Management offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm’s investment process is based on fundamental analysis with attention to macroeconomic and geopolitical factors, tailoring portfolios to client-specific needs and employing third-party managers and technology platforms for specialized mandates and held-away account management.

Brett Shaver is a CFA charterholder with 17 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2016 and previously spent 10 years at BlackRock Investments, Inc., alongside ongoing experience with Merrill Lynch Investment Managers. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm’s investment approach combines fundamental analysis with macroeconomic and geopolitical considerations, and it offers customized portfolios aligned with clients’ risk profiles and objectives.

Richard Moseley is a financial advisor at Princeton Global Asset Management LLC with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Princeton Global Asset Management since 2019. Moseley also serves on the board of Advisor Engine, participating in quarterly meetings and weekly calls. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach combines fundamental analysis with macroeconomic, currency, and geopolitical considerations, tailoring portfolios to client-specific factors and employing third-party managers and technology platforms for specialized strategies and held-away account management.

Paul Lebowitz is a CFP® with 38 years of experience in the financial industry. He has worked at Princeton Global Asset Management LLC since 2019 and concurrently at Chelsea Financial Services since 2017. His prior roles include positions at FSIC and Abrahamsenrock, LLC/Fountainhead. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm employs a fundamental analysis approach that incorporates macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ specific needs and utilizing third-party managers and technology platforms for specialized strategies and held-away account management.

Duane Love is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has prior work history with New England Securities and D.E. Lave Associates, Inc. Outside of his advisory role, he has been retired since 2010. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach is based on fundamental analysis and considers macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ specific needs and risk profiles.

Robert Spadaford is a financial advisor with Princeton Global Asset Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Princeton Global Asset Management since 2017, with prior roles at PrePair Financial, Cantor Fitzgerald Wealth Partners, and Devon Financial Partners/Park Avenue Securities. He is also a licensed insurance agent and registered representative, occasionally offering commissionable products alongside his advisory services. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm’s investment approach is based on fundamental analysis and tailored to clients’ risk tolerance and objectives, utilizing both in-house and third-party strategies, including a dedicated platform for managing held-away retirement accounts.

William Kufta is a financial advisor at Princeton Global Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Princeton Global since 2016. Prior to joining the firm, he worked as a private investment advisor for 14 years. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm employs a fundamental analysis-based investment process that incorporates macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ specific needs and risk profiles.

George Wislar is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2020, following seven years at Acuity Wealth Management. Princeton Global Asset Management offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm’s investment approach is based on fundamental analysis combined with macroeconomic, currency, and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and platforms to enhance service delivery.

Paul Gerard is a CFA charterholder with 33 years of industry experience. He has been with Princeton Global Asset Management LLC since 2008. Outside of his advisory role, he is president of GFS Consulting Inc., a company he founded in 1982 that manages real estate holdings. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as pension plans, foundations, and endowments. The firm’s investment process is based on fundamental analysis and incorporates macroeconomic, currency, and geopolitical factors, offering customized strategies across equities, fixed income, and balanced portfolios.

Joseph Schreiner is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has been with Princeton Global since 2019. Prior to joining the firm, he worked at Bucknell University from 2015 to 2019. Princeton Global Asset Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach is based on fundamental analysis with attention to macroeconomic, currency, and geopolitical factors, and portfolios are customized to client-specific criteria including risk tolerance and tax considerations.

Marcell Pickens Jr. is a financial advisor at Princeton Global Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2018, previously spending six years at TD Ameritrade. Outside of his advisory role, he is co-founder and lead photographer at Evvett Marcell Photography, LLC. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a fundamental analysis approach considering macroeconomic and geopolitical factors, tailoring portfolios to clients’ risk tolerance and other preferences.

Matthew Gelfand is a CFP® and CFA® with 21 years of industry experience. He is currently with Princeton Global Asset Management LLC and has previously worked at Bank of America, Merrill, Tricolor Capital Advisors, Moreland Associates, and Rockefeller Capital Management. Outside of his advisory role, he serves on the Investment and Compensation Committees of The Forward Association and is a member of the Board of Advisors for The Journal of Taxation of Investments. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm uses a fundamental analysis-based investment process tailored to clients’ specific needs and incorporates third-party managers and technology platforms to enhance portfolio management and estate-planning services.