Meet the Team

Timothy E. Flatley

ChFC®

Phone: (610) 560-0400 x111

About Tim
 

Tim is President and founder of Sterling Investment Advisors, Ltd., and has 34 years of experience in the financial services industry. Sterling Investment Advisors, Ltd., provides investment advising to corporations, high net worth individuals, endowments and qualified plans. Their client list includes many prominent corporations and entrepreneurs. Tim oversaw the Sterling acquisition of Preswick Investment Management, which closed on January 31, 2007.

Tim’s responsibilities include investment analysis, Executive compensation plans, portfolio risk management and quantitative portfolio reporting. Tim has completed advanced training in technical analysis and is also a Chartered Financial Consultant. He has been published over 20 times for Worth Magazine, a leading financial publication.

Tim was a founding member of Robin Hood Ventures www.robinhoodventures.com , and has served as President of the Board of Directors of RHV. In 2005, Tim was elected to the Board of Directors of Alliance Bank, NASDAQ symbol ALLB. He was re-elected in 2014 and has served on the Compensation Committee and serves on the Forward Planning committee presently. Tim was involved in the evaluation and execution of a “Second Step” public stock offering for ALLB that closed in January, 2007 and a full public conversion that closed in 2011. With ALLB, he participated in the closing bell ceremony of the Nasdaq in February 2013. In March 2015, ALLB agreed to be Acquired by WSFS, and his board responsibility with ALLB has ended.

Tim was elected to the Board of Directors of Wizehive Inc. www.wizehive.com in 2011. An active investor, Tim has made early stage investments in fifteen private companies. Tim has been an active member of the National Association of Corporate Directors. Tim has been a participant in the Strategic Coach program. The Strategic Coach program is a forward thinking organization, designed to help business owners evolve their business to meet the ever growing needs of their clients. A strategy session is held in Chicago every 90 days.

Tim and his wife Kathy, have four children and live in Berwyn, PA. His first child graduated Yale University and works for Chanel. The second graduated The College of Charleston and works for the Greytar real estate company in Charleston. His third just graduated from Georgetown University and is starting a career in investment banking in NYC. Thankfully, his fourth child is only a freshman in high school. He is a member of Waynesborough Country Club. Tim coaches youth lacrosse and serves on his church’s pastoral council. He is also a golf course rater for Golfweek Magazine.

Sean M. Flatley

CFP®, AIF®

Phone: (610) 560-0400 x116

About Sean
 

Sean is Executive Vice President and Co-founder of Sterling Investment Advisors, Ltd.(SIA) Sean has 15 years of experience in the financial services industry. Sterling Investment Advisors, Ltd., provides investment advising to corporations, high net worth individuals, endowments and qualified plans. SIA client list includes many prominent corporations and entrepreneurs.

Sean is responsible for both individual and corporate business acquisition and relationship management. Sean oversees Sterling’s 401(k), Defined Benefit and corporate retirement plan practices. Sean brings design, provider management, compliance and regulatory solutions to his clients. Prior to founding the firm, Sean worked for American Financial Group, Ltd and specialized in corporate retirement sales and servicing.

Sean is the President of Irish American Business Chamber Network. The Irish American Business Chamber & Network, Inc. is a nonpartisan business organization promoting the interests of its members and the development of economic and education al relationships between the United States and, Ireland and Northern Ireland.

Sean is a Certified Financial Planner™ and an Accredited Investment Fiduciary®. Sean is a graduate of Pennsylvania State University. He currently resides in Drexel Hill, PA with his wife Gina and their children Kevin, Megan, Steven and Julia.

David S. Newcomb

CPM®

Phone: (610) 560-0400 x115

About Dave
 

Dave has worked for Sterling Investment Advisors for the past fifteen years, as the Director of Portfolio Design and Management. He is responsible for researching and reviewing all investments held within our clients’ portfolios, including mutual fund managers, separate account managers, and individual securities. He maintains our portfolio accounting system, whereby we track holdings and performance on all of our clients’ assets. He and Matt Croley share trading and operations duties at Sterling and frequently meet with our clientele.

Dave  holds the Certified Portfolio Manager (CPM) designation from the Academy of Certified Portfolio Managers in conjunction with Columbia University. In his 21 year career working in the investment world, Dave has held operational, trading, and client advisory roles for multiple companies including Smith Barney, American Financial Group, Brandywine Asset Management, and of course, Sterling Investment Advisors. Dave and his wife, Lisa, live in Downingtown with their three children, Will, Jack and Ashlyn. Their family is active in their church and within some charitable organizations located in our community. Most notable of these organizations is Quest Therapeutic Services over which Lisa serves as Executive Director.

Lisa Curcio

AIF®

Phone: (610) 560-0400 x114

About Lisa
 

Lisa is a client relationship manager serving Sterling’s corporate and high net worth clients. She has over 20 years of experience in the financial services industry working with notable companies such as Rittenhouse Financial Services and Merrill Lynch.

Lisa has been responsible for high net worth individual, corporate, foundation, charitable and trust accounts through sub-advisory and wrap sponsored channels for large cap growth equity, balanced and fixed income products. She is responsible for the entire process of trading, rebalancing, monitoring, performance reports, client servicing and client account reviews and meetings, as well as new business presentations.

Matthew Croley

CPM®

Phone: (610) 560-0400 x130

About Matt
 

Matt has been the Director of Operations for Sterling Investment Advisors, Ltd. for the last 8 years. Prior to Sterling, Matt served in a similar position for 7 years at Preswick Capital Management, LLC, which was acquired by Sterling in 2007. He began his career at the Greater Philadelphia Chamber of Commerce, where he worked in the public policy department, advocating for the Philadelphia region’s businesses.

His current responsibilities include portfolio accounting, trading, reporting, and asset allocation for the firm’s investment advisory clients. Matt utilizes eMoney’s Wealth Management system to create detailed financial plans for clients, while working with the Sterling team to review and implement the strategies formulated during the course of the planning process.

Matt is a licensed life, health and variable insurance agent. He is also a commissioned Notary Public and holds the Certified Portfolio Manager designation. Matt has authored and contributed to dozens of articles, which have been published in several outlets including Worth Magazine and MarketWatch.com.

Bray Hansel

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Phone: (610) 560-0400 x125

About Bray
 

Bray was hired by the Vanguard Group immediately after graduating from the University of Pittsburgh with a degree in Finance & Economics. While at Vanguard, Bray held his Series 7 and 63 licenses which allowed him to work as a trader. He became proficient at leading investment discussions about the multitude of Vanguard’s Mutual Fund and ETF products, and assisted high net worth clients in making data-based, long-term decisions. After building a strong reputation on the client-facing side of Vanguard, Bray took a role behind the scenes, on one of the teams responsible for calculating mutual fund daily net asset values. He quickly rose to a leadership position within the group and was tasked with training new team members. After completing Vanguard’s Leadership Development program, Bray decided that bureaucracy and inefficiency were obstacles that served no purpose other than to slow progress. He met some new mentors, Tim Flatley and Sean Flatley, who offered him the opportunity to join the Sterling team.

Bray is involved with coaching youth football, coordinating events for the Salesianum Alumni Network, and volunteer income tax preparation. He has a love for the outdoors and enjoys hiking, camping, and boating with his wife Bridget. The Hansel’s reside in West Chester, PA and are currently expecting their first child due in March.