The Management team is an experienced group of decision makers who have worked through multiple business cycles. The Executive Officers of Cypress have an average of 25 years investment experience.
Prior to being named President of Cypress, Kelly served as Senior Vice President of Operations and Chief Compliance Officer. During her 30 year career with the firm, her responsibilities have included management of all business operations, compliance monitoring and client services. From 1981 – 1985, Kelly was a Trust Operations Officer at both Southeast National Bank in PA and American Guaranty and Trust in DE. Kelly is a Certified Financial Planner and past President and Treasurer of the Society of Financial Service Professionals – Delaware Chapter. She graduated from the University of Delaware in 1981 with a B.S. in Accounting.
Jeff serves as Senior Vice President – Portfolio Manager/Director of Portfolio Research. Jeff joined Cypress in 2003 as a Research Analyst and Portfolio Manager. He has over 25 years of investment experience including his positions as Investment Officer at Wheat First Securities and Portfolio Manager at Flagship Capital Management. Jeff is a Chartered Financial Analyst (CFA) and a member of the Financial Analysts of Philadelphia. He graduated in 1984 from Widener University with a B.S. in Accounting. He is an inactive Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA).
Seth joined Cypress in 2013 as an Equity and Fixed Income Analyst. He has over 20 years of investment experience, including eight years as a Sell-Side Equity Analyst for GARP Research & Securities, a leading independent research firm. At GARP, Seth published research on companies in the technology, financial services, and mining industries. He was also a Buy-Side analyst at Gaineswood, a hedge fund where he focused on the precious metals sector. Before that, he spent six years at T. Rowe Price in their brokerage division. He graduated from Towson University with a Bachelor’s Degree in Finance and Management in 1997 and earned his Master of Science in Finance from Loyola University Maryland in 2000. In 2009 Seth was awarded the right to use the Chartered Financial Analyst (CFA) designation.
Chuck joined Cypress in 2017 after working for Christiana Trust, a division of WSFS Bank, for 12 years in their personal trust and investment groups. He graduated from the University of Nevada, Las Vegas, where he received his BSBA in International Business (2002) and MBA-Finance concentration (2005). Chuck is also a graduate of the Pennsylvania Bankers Association School of Trust, Investments & Relationship Management, where he completed a three-year program focused on various aspects of trust administration and investments. His responsibilities include working closely with high net worth clients in managing their portfolios as well as assisting with trading functions. Chuck obtained his Certified Trust & Financial Advisor designation in 2011 and his Chartered Financial Analyst designation in 2016.