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Matthew Ramer, AIF®

Principal, Financial Advisor

Matthew was born and raised in Cherry Hill, New Jersey, and earned a degree in American Studies from Brandeis University. He returned to Philadelphia 16 years ago when he began his career in financial services with Morgan Stanley. In 2006, he joined the firm Smith Barney, which eventually merged with his alma mater, forming Morgan Stanley Smith Barney. Matthew specializes in financial and investment management for high net worth individuals and charitable organizations. 

Reflective of his love for philanthropy, Matthew has logged more than 1,200 hours of community service in the last six years. He is the endowment director for the SAMFund, a young adult cancer survivor fund in Boston, and flies as a transport pilot for Mercy Airlift’s Angel Flights. Matthew achieved the rank of Major with the Air Force Auxiliary and formally served as a national search and rescue flight instructor. Due to his service to the musical community here in Philadelphia, Matt was inducted in the "Rock to the Future" Hall of Fame in 2019. He also serves on the Board of Directors for the Northeastern Regional Folk Alliance as well as the Board of Directors for Weathervane Music. 

Matthew has been honored with the Crescendo Business Services FIVE STAR Wealth Manager Award* as published in Philadelphia magazine for twelve years of the last thirteen. Less than 0.5 percent of financial professionals in the greater Philadelphia and South Jersey region have earned this recognition for seven years. Matthew maintains that he shares this honor with his clients because it represents solid and constructive communication between client and advisor, which is truly what empowers trust and progress.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,677 Philadelphia wealth managers were considered for the award; 557 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Amy Killeen

Director of Operations

A Pennsylvania native and Lafayette alum, Amy comes to us with significant experience in the financial services industry. Starting in 1993, Amy worked in the larger wirehouses as well in the independent wealth management world. Amy has served in the role of Fixed Income Research Assistant and Private Client Services Sales Assistant for Morgan Stanley, and Account Executive for Pennsylvania Merchant Group. Amy also has experience in the green energy industry having worked as a Project Manager and Corporate Trainer for Mark Group, Inc.

Amy and her husband live in Havertown with their two boys, Sean and Brendan. Outside the office, Amy has a love for gardening and playing tennis with her boys. She is also active in her community civic association and township economic development group. Amy is also an avid baker, which we thoroughly exploit on a regular basis!

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Daniel Levinson, CFP®

Financial Planning Associate

Daniel Levinson CFP®, from Cherry Hill, NJ, graduated with a degree in Mathematics and a minor in Economics from Franklin and Marshall College. Daniel is accredited in both Financial Mathematics and Probability Actuarial Studies.  He previously worked for Mutual of Omaha and has been a part of the MORWM family since late 2013. Daniel strives to develop deep relationships with the families he serves through trust, communication, and education.

 

As an avid music lover, Daniel plays the trumpet and piano, and enjoys composing original pieces. While at Franklin and Marshall he earned distinction as a member of the Music Department’s Honor Society. Dan is a passionate cyclist and participates in multiple charity rides each year. He captains MOR’s bike team for the National Multiple Sclerosis Society’s City to Shore ride, which won honors in 2018 as the top rookie team in the history of the event, raising over $110,000 to fund MS research and treatment. Let us know if you are interested in participating! Alongside cycling, Daniel enjoys playing soccer, swimming, and rock climbing. To learn more about Daniel’s approach and philosophy towards Financial Planning, contact us via your preferred method above.

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Seth R. Hoffman, AIF®, CFPA

Retirement Plan Specialist

Seth is a native of Philadelphia’s western suburbs and earned dual BS degrees with concentrations in Finance and International Business and a minor in Spanish from Pennsylvania State University.  A fluent Spanish speaker, he specializes in advising employers and their employees with respect to the many challenging and impactful decisions involved with workplace retirement plans and institutional investment monitoring.  Seth’s primary focus is to understand his clients’ corporate values and objectives in order to create a bespoke retirement plan offering that will mitigate corporate fiduciary liability, minimize fees, and position employees to maximize their retirement savings. 

 

Seth is an Accredited Investment Fiduciary (AIF®) and a Certified Plan Fiduciary Advisor (CPFA).  His accolades include being named to the National Association of Plan Advisors “Top DC Advisor Team” in 2018, being included as one of the Financial Times’ “401 Top Retirement Plan Advisors” in 2016 and 2017, and being named one of the National Association of Plan Advisors “Top 50 Advisors Under 40” in 2016.  Seth was again nominated for the “Top 50 Advisors Under 40” award in 2018, but declined due to the age requirement. 

 

Seth and his wife Sabrina currently reside in Villanova, PA.  In their spare time they enjoy traveling the globe, particularly to Spanish speaking countries. 

Seth Hoffman is a strategic partner located at Benjamin and Company


NAPA Top 50: The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice - either alone or as part of a team - and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 309 advisors were considered for the award. 50 (16% of candidates) were recognized. This award is not indicative of the wealth manager's future performance. Your experience may vary. For more information, please visit: www.napa-net.org​.

 

FT Top Ret. Plan 2017: The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 550 qualified applicants were nominated, of which 401 were recognized (73% of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. For the full methodology, please visit FT.com.

  

The 2018 National Association of Plan Advisors (NAPA) Top DC Advisor Firms List is a compilation of advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement (AUA). Data was collected by a NAPA survey sent out to firms/teams and are self-reported as of December 31, 2018. All NAPA members who responded with over $100 million in AUA made the list. This year, 255 advisor firms/teams are listed. This recognition is not indicative of the future performance of the firm or its advisors. For more information, please visit: www.napa-net.org.

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Elizabeth Lumbangaol

Client Experience Associate

Elizabeth grew up in Philadelphia and attended Community College of Philadelphia, obtaining an Associate’s Degree in Computer Information Systems. Currently, she’s working towards a Bachelor’s Degree in Business Administration, with a concentration in Social Media Marketing. In her spare time, she enjoys trying out all the new restaurants in Philadelphia. She has therefore been appointed the CCG (Chief Culinary Guru) for MORWM recommendations on the latest Philly hot spots.

Kirsten Warner

Client Experience Associate

Kirsten was born and raised in central New Jersey. She attended Rutgers University and obtained a Bachelor of the Arts in Cultural Anthropology before obtaining her teaching certificate from Georgian Court University. Kirsten taught special education in the high school setting for two years before joining MOR Wealth Management. In her spare time, Kirsten enjoys reading books, spending time with friends and family, and exploring Philadelphia. Kirsten serves the MORWM family as an Administrative Assistant and Client Experience Associate.

Patricia Clarke

Client Experience Associate

Patricia earned a Bachelor’s Degree in Psychology from Liberty University in Virginia and Associate’s Degrees in both elementary and special education from Georgia Military College. She served as an Executive Assistant for Atlanta Counseling and Educational Consultants and as the Assistant to the Director of Hospital and Ambulance Services in Fayetteville, Georgia, before becoming a commercial pilot. Trish is now a co-pilot for a jet charter company. She lives in Amelia Island, Florida, and continues to work for MORWM part time as a Research Assistant and Administrative Associate.

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Anna Snyder

Financial Planning Assistant

Anna attended Bucks County Community College and earned her Associate of Science degree in Neuroscience.  Currently, she is working towards a Bachelor of Business Administration degree with a concentration in Financial Planning from Temple University; she is expected to graduate later this year. Outside of school and work, she spends a lot of her spare time volunteering. Currently, she is working with the PHL Laundry Support Collective, which provides free laundry services for housing insecure and unhoused individuals. Anna is also an avid podcast listener and NHL fan (let’s go Flyers!). She enjoys spending time with her friends, family, and her dog Maisie. She is also involved in mutual aid and intersectional climate activism in the Philadelphia community. Having moved frequently, Philadelphia is the 10th place that Anna has called home in her life, and it is hopefully the last.