Our Team

 

Collaboration among the members of our multi-disciplinary team leverages the unique expertise of each member to deliver smart, sophisticated advice that reflects the firm’s best thinking.

 

 

Jerry B. McQueen, CFP®
President and Senior Managing Director

Jerry McQueen is founder, President, and Senior Managing Director of McQueen, Ball & Associate, and is a member of McQueen, Ball’s Investment Committee.  Jerry formed McQueen, Ball in 1981 and has extensive experience in financial planning, investment management, and brokerage operations. He works directly with clients in all areas of financial and investment strategy and specializes in tax, retirement, and estate planning.

Jerry holds a B.A. in Economics from Boston University and an M.B.A. from the Amos Tuck School at Dartmouth College. He was formerly a Certified Public Accountant at Arthur Young & Company in New York. Jerry is a Certified Financial Planner®, a member of the American Institute of C.P.A.s, and the New York State Society of C.P.A.s.

William J. Schultz
Chief Investment Officer and Managing Director

Bill Schultz is Chief Investment Officer and Managing Director of McQueen, Ball & Associates.  Bill serves as head of McQueen, Ball’s Investment Committee and is responsible for the firm’s investment research and strategy. 

Bill earned an M.B.A. from the Wharton School and graduated Cum Laude with a B.A. in Mathematics from Boston College.

Prior to joining McQueen, Ball in 2001, Bill served as Chief Investment Officer - Fixed Income at Carroll & Company Management Inc.  At Carroll he was responsible for portfolio management, investment research, and security analysis.

Scott E. Polter
Chief Operating Officer

Scott Polter is Chief Operating Officer of McQueen, Ball & Associates.  Scott is responsible for McQueen, Ball’s operational infrastructure and technical aspects of our service platform.  He also serves as McQueen, Ball’s Chief Compliance Officer, responsible for oversight of our SEC regulatory compliance. 

Scott earned a Bachelor of Business Administration degree in Finance from Temple University, and a Master of Science in Management from The American College. 

Prior to joining McQueen, Ball in 2013, Scott served as Director of Operations for Hornor, Townsend & Kent, Inc.  There, he was responsible for all aspects of Penn Mutual Life Insurance Company's affiliated broker-dealer and registered investment advisor operations, overseeing key field facing departments and delivering successful quality and productivity solutions.

Todd Fungard, CFA®
Associate Chief Investment Officer

Todd Fungard is the Associate Chief Investment Officer of McQueen, Ball & Associates.  Todd is a member of McQueen, Ball’s Investment Committee and shares responsibility for the firm’s investment research and strategy. 

Todd holds a Bachelor of Science in Finance from La Salle University and is a CFA® charterholder.  He is a member of the CFA Institute and the CFA Society of Philadelphia.

Prior to joining McQueen, Ball in 2015, Todd served as a Research Analyst at Zeke Capital Advisors, LLC.  While at Zeke Capital Advisors he was responsible for investment research, manager due diligence and security analysis.

Douglas J. Bender
Managing Director - Fixed Income

Doug Bender is Managing Director – Fixed Income at McQueen, Ball & Associates and is responsible for management and trading of our fixed-income portfolios.  Doug is a member of McQueen, Ball’s Investment Committee and works with our team of financial planners and portfolio managers to design taxable and tax-exempt strategies for our clients.  

Doug is a graduate of the University of Tampa with a B.S. in Business Administration and a B.A. in English Literature.

Prior to joining McQueen, Ball in 2008, Doug spent 29 years managing fixed income trading for several Wall Street securities firms, including Lehman Brothers and First Albany Capital, where he specialized in municipal bonds.

Michael J. Peters, CPA, CFP®
Director of Financial Planning

Mike Peters is Director of Financial Planning at McQueen, Ball & Associates.  Mike is responsible for trust and estate management, preparation of financial plans and updates, tax reviews, and general financial planning. 

Mike graduated from DeSales University with a B.S. in Accounting and Finance.  Mike is a Certified Public Accountant and a member of the Pennsylvania Institute of CPAs. 

Prior to joining McQueen, Ball in 2011, Mike worked in public accounting, in various tax and audit capacities, for Gneiding, DeSanctis, Blizard & Co. in Allentown and Heffler, Radetich, & Saitta in Philadelphia.

Earlaine Klingler, CFP®
Director of Family Office Planning

Earlaine Klingler joined McQueen, Ball & Associates in 1991 and is responsible for strategic financial planning, trusts, and estate management. Earlaine is a graduate of Moravian College with a B.S. in Accounting and is a Certified Financial Planner®. She previously worked as a bank auditor.

Gregory Pietrobon
Financial Planning Associate

Greg Pietrobon joined McQueen, Ball & Associates in 2000 and is responsible for preparation of financial plans and updates, tax reviews, and general financial planning. Greg is a graduate of Lehigh University and holds a B.S. degree in Business and Economics with a major in Accounting. Greg previously worked for Waddell and Reed as a financial advisor.

Antonia "Toni" Gabrielli
Financial Planning Associate

Toni joined McQueen, Ball & Associates in 1991 and is responsible for client services, trust accounting, and corporate accounting. She was previously employed in the banking industry for 16 years where she earned degrees from the American Banking Association, the Bank Administration Institute, the Stonier School of Banking, and the Penn State Executive Management School

Jonathan L. Ritter, CPA, CFP®
Financial Planning Associate

Jon joined the McQueen, Ball & Associates in 2012 and is responsible for preparation of financial plans and updates, tax reviews, and general financial planning. 

Jon graduated from Moravian College with a B.A. in Accounting and a minor in Economics.  Jon is a Certified Public Accountant. 

He previously worked in public accounting in various tax and audit capacities for Concannon, Miller & Co., P.C. in Bethlehem.

Christopher R. Barr
Portfolio Manager/Research Analyst

Chris Barr is Portfolio Manager/Research Analyst at McQueen, Ball & Associates.  Chris is responsible for supporting investment research, portfolio management, and trade execution and is a member of McQueen, Ball’s Investment Committee.

Chris graduated from The Pennsylvania State University with a B.A. in Business Administration.

Prior to joining McQueen, Ball in 2013, Chris held investment management roles at Smith Barney, The Haverford Trust Company and Ameriprise Financial. He also served as a Section Sergeant in the U.S. Army with the 3d US Infantry Regiment (TOG).

Brett Dublick
Associate Portfolio Manager

Brett Dublick is an Associate Portfolio Manager at McQueen, Ball & Associates. Brett is responsible for supporting investment research, portfolio management, and trade execution and is a member of McQueen, Ball’s Investment Committee.

Brett graduated from Montclair State University with a B.S. in Business Administration with a concentration in Finance.

Prior to joining McQueen, Ball in 2015, Brett worked as a fixed-income trader at TD Ameritrade. He also held investment management roles at Ameriprise Financial.

Michelle Marion
Trust Administrations Manager 

Michelle joined McQueen, Ball & Associates in 2015 and is responsible for fiduciary trust accounting, cash management, and marketing support.

Michelle earned a dual Bachelor of Science Degree in Economics and Finance from York College of Pennsylvania.

Prior to joining McQueen, Ball in 2015, Michelle worked as a Registered Client Associate for 12 years at major brokerage firms including RBC Wealth Management in Princeton, NJ, as well as a private independent firm in Bethlehem, PA.

Christine Ernst
Operations Manager 

Chris joined McQueen, Ball & Associates in 1995 and is responsible for McQueen, Ball’s back office operations, account reconciliation and quality control. Chris holds an Associates Degree in Accounting.

Jeanne Plante
Client Coordinator

Jeanne joined McQueen, Ball & Associates in 1997 and is responsible for office administration, client correspondence, account distributions and client database administration. She worked for 26 years in the financial service industry and has broad experience in corporate communications.  Jeanne holds an Associates Degree in Business Management.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved