Management
James P. Quinlan, CPA
Chairman
James Quinlan is a Certified Public Accountant and has spent his career in financial services.
He was most recently a Partner at Wipfli, LLP as the United States Mid Atlantic regional leader for both Tax and Wealth Advisory. His previous positions include President of both Smart Financial Advisors, LLC and Beneficial Advisors, LLC. Mr. Quinlan has been recognized in the Philadelphia region as a recipient of the 40 under 40 award and is very active in the community. His past board involvement includes acting as President of the Catholic Charities Appeal for the Archdiocese of Philadelphia, and Development Chair for the Archbishop John Carroll High School Board. Mr. Quinlan has an MBA from Villanova University and a BS degree from Bucknell University.