GVA Asset Management

Eric Parnell has more than 20 years of investment management experience. In 2005, he founded Gerring Capital Partners, a Registered Investment Advisor located in Pennsylvania and serving clients nationwide. Eric applies his expertise in finance and economics to manage multi-asset portfolios, mitigate risk, deliver advice that promotes informed decision-making, and facilitate investors achieving their short-and long-term investment goals. Prior to launching Gerring, Eric served as the Director of Investment Communications for SEI Investments and as an Economist at Moody’s Analytics. Eric is also an active member of the CFA Society of Philadelphia and the Global Interdependence Center.

Eric is also a published author and appears in the financial media. He is a regular contributor to Seeking Alpha with articles focused on macroeconomic outlook and diverse asset class themes. He has published over 1,200 articles on Seeking Alpha since 2008 with many selected as Editors Picks, and has procured more than 30,000 followers on the platform. Eric has also appeared on CNBC, CNN, Money Matters TV, NPR-Marketplace, and CFA Magazine.

In addition to his investment work, Eric is an Assistant Professor in the Business & Economics Department at Ursinus College, where he has served as a full-time faculty since 2014 teaching courses in finance, investments, economics, and research methods. Eric also launched the Finance Scholars program at Ursinus to prepare students to take the CFA Level I Exam after graduation. He also runs an annual CFA Ethics Challenge competition and has advised the Ursinus College CFA Research Challenge team to the Americas Regional Final in 2016 and the Philadelphia Final in 2022. Before teaching at Ursinus, Eric was a full-time visiting professor for nearly a decade in the Department of Economics & Finance at West Chester University. He was a five-time recipient of Outstanding Faculty Honors during his time at WCU.

Eric is a Chartered Financial Analyst (CFA) Charterholder. He holds an MS Finance from Drexel University’s LeBow College of Business. Eric also graduated Magna cum Laude from Dickinson College with a BA Economics and a BS Mathematics and is a member of Raven’s Claw and Phi Beta Kappa.

Eric lives with his wife Sherry and two sons Finn and Rowan in Glenmoore, PA. He is an active distance runner having completed nine marathons and fourteen half marathons among many other races over the years including fourteen top ten finishes and ten age group wins.

Dan contributes to Great Valley Advisors as a member of the Investment Committee, drawing on over 30 years of asset management experience. He worked for over a decade at both J.P. Morgan Investment Management, Inc. and SEI Investments. His J.P. Morgan experience includes three years leading the London-based Capital Markets Research Team and four years managing currency-overlay portfolios for large pension funds and sovereigns. At SEI, he led teams with increasing responsibilities including portfolio strategies, asset allocation, thought leadership, product development and the firm’s economic outlook.

Dan authored the text Economics for Independent Thinkers in 2017 and drew on that book to teach a macroeconomics course at the undergraduate level. He has also written or contributed to a handful of papers published in peer-reviewed journals, including a paper about achieving investment goals that was part of the Chartered Financial Analyst® program curriculum and earned Dan recognition as one of the founders of goals-based investing.

Dan graduated magna cum laude from the University of Pennsylvania with two Bachelor’s degrees—one from the Moore School of Electrical Engineering and one from the Wharton School of Business. He earned the CFA charter in 2002.

James J. Spinelli began his career in technology at ANRO Inc. as a developer and later joined Comcast Corporation within their Finance department. While at Comcast, he was responsible for capital forecasting, relationship management, and financial information systems.

James attended Penn State University where he received a BS in Information Systems, a Minor in Information Technology, and a Master in Information Science (MSIS). In addition, James also holds a Master of Science in Finance (MSF) from Indiana University’s Kelley School of Business. While at Penn State, he was also a member of the Nittany Lion’s Varsity baseball team.

James resides in Malvern, PA with his wife Devon and their children, Kieran, Saylor, Scarlett, and Serafina. He enjoys everything “FinTech” and founded Peng-Win LLC to assist advisors with customized solutions, specifically through the AdvisorBOB© platform.

In his spare time, James enjoys spending time with his family & friends either at the beach, on the golf course, deep-sea fishing, helping coach youth sports, or catching a Phillies game. He is actively involved with Berwyn-Paoli Little League, To Love a Canine Rescue, Inc., Reviving Baseball in Inner Cities Program (RBI) and The Kyle Ambrogi Foundation.

Ryan graduated from Villanova University with a Bachelor of Science in Accountancy. He also spent part of his college career studying at The London School of Economics. Ryan started his career in the financial services industry working in New York City for a large investment bank, earning his Series 7, 63, 24, and 55 licenses currently held with LPL Financial.

As a Certified Public Accountant*, Ryan offers a unique perspective on nurturing relationships between advisors and potential CPA affiliates. Ryan is the Chief Compliance Officer and heads up the supervision responsibilities for Great Valley Advisor Group.

Ryan is an avid runner and has competed in 5 marathons including the Boston marathon. Ryan, his wife Tara and three kids live in Chester Springs PA.

*Great Valley Advisor Group and LPL do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

John joined Stonebridge Wealth Management in 2019 and is a partner in the firm.  He is responsible for portfolio management, client relationships, and new business development.  Previously, John worked at Stillwater Capital Advisors in Wayne, PA as Director – Client Relationships and V.P. – Investment Planning.  He also worked as a Financial Advisor at Morgan Stanley in Berwyn, PA.  John has 15 years of experience as a Financial Advisor.  Prior to becoming a Financial Advisor, John worked in the broadcast television industry in General Management and Sales with CBS and Viacom.

John is a Certified Financial Planner ™ Professional.  He holds the series 63 and 65 licenses.

John lives in Wayne PA with his wife Janis.  John graduated from Boston University with a major in Political Science and a minor in Philosophy.  He is a graduate of The Hill School.

John is Chairman of the Investment Committee of St. David’s Church in Radnor and a former Vestry member as well.  John is co-founder of Seeking Hope, a group that supports parents of drug-addicted children.

Robert joined Stonebridge Wealth Management in 2023 as a Financial Planner. Robert is a CERTIFIED FINANCIAL PLANNER™ practitioner with FINRA Series 7 and 66 registrations.

Robert works directly with clients to help maximize their financial success. Together they craft a custom strategy based on the client’s personal and financial circumstances, tailored to fit the client’s risk tolerance and objectives.

He is honored to work side by side with his father, Robert Schmauk Sr., and contribute to the practice’s continued growth. Robert has a passion for helping individuals and strives to make a lasting impact on both them and their families.

Before joining the Stonebridge team, Robert served as the Financial Analyst and Trader for Great Valley Advisor Group, responsible for contributing to the firm’s investment decisions and trading the accounts within the platform. Robert attended Penn State University where he graduated Cum Laude with a Bachelor’s in Finance and a Minor in Economics.

Robert lives in Conshohocken, Pennsylvania. As an avid runner, Robert spends much of his time on the trail and participating in local races. Robert also enjoys playing tennis, watching PSU football, and spending time with friends and family.

Michael J. Dedda is a Chartered Financial Consultant (ChFC) and has worked in the financial planning field for over 18 years. He is also a Registered Representative with LPL Financial.

Michael earned his B.A. in Finance from Villanova University and received his ChFC certification from the American College. Michael has established himself as a trusted advisor to businesses and individuals by creating relationships to foster better outcomes for business owners and employees.

With 18 years in both public and private sectors, Marc brings corporate banking, capital markets, and investment management experience to Great Valley Advisor Group. As our dedicated portfolio trader, and part of the GVA Investment Team, Marc’s primary focus is trading, rebalancing, and optimizing our models. Marc directly supports our advisors and their offices.

Prior to GVA, Marc worked in portfolio management with Brookstone Capital Management where his responsibilities included asset allocation, managing portfolio liquidity, and trade execution. Marc previously spent 9 years in Corporate & Investment Banking at the Bank of Montreal. There he covered the Cross-Border Diversified Industries Group and acted as a Relationship Manager for both domestic and multinational corporations, providing services across Lending, Debt Capital Markets, FX, and Commodity Hedging. Marc earned his Bachelor of Arts degree in Economics from the University of Kansas in 2005.

Marc, a Chicago native, recently moved to the Northeast with his wife Alison. They currently reside in Media, PA. An avid Jayhawks fan, Marc also enjoys playing golf, reading U.S. history, and watching college and professional sports.