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  2. Director of Operations

Director of Operations

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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.

 

 

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About Tim
 

Tim is President and founder of Sterling Investment Advisors, Ltd., and has 34 years of...

Timothy E. Flatley

ChFC®

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About Sean

Sean is Executive Vice President and Co-founder of Sterling Investment Advisors, Ltd.(SIA) Sean has 15...

Sean M. Flatley

CFP®, AIF®

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About Dave

Dave has worked for Sterling Investment Advisors for the past fifteen years, as the Director of...

David S. Newcomb

CPM®

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About Lisa

Lisa is a client relationship manager serving Sterling’s corporate and high net worth clients....

Lisa Curcio

AIF®

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About Matt

Matt has been the Director of Operations for Sterling Investment Advisors, Ltd. for the last 8 years. Prior to Sterling...

Matthew Croley

CPM®

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About Bray

Bray was hired by the Vanguard Group immediately after graduating from the University of Pittsburgh...

Bray Hansel

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