CoreStates Capital Advisors Appoints Lisa Peters to Director of Institional Services.NEWTOWN, Pa. -- CoreStates Capital Advisors, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , a wealth management & institutional investment firm headquartered in Newtown, Bucks County PA., announced today the addition of Lisa Peters to their Institutional Investment Group. Lisa was named Director of Institutional Services, a newly created position within CoreStates to support expansion efforts within their institutional group. Ms. Peters has worked in the investment management industry for over 25 years most recently with Logan Capital Management of Ardmore, PA where she served as Managing Director. She brings extensive knowledge to CoreStates having worked with some of the nation's largest financial firms including; J.P.Morgan, PNC PNC Purdue University North Central (Westville, Indiana) PnC Point 'n Click PNC Police National Computer PNC People's National Congress (Guyana) PNC People's National Congress Bank, CoreStates Bank and First Fidelity. At CoreStates, Peters' responsibilities will include the development of institutional relationships as well as the integration of the firm's services to institutions, non-profit organizations and investment consultants. "Lisa will solidify our position in the institutional space" commented William Spiropoulos, President and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of CoreStates Capital. "She has guided investment strategies for some of the areas leading institutions and has an extensive pedigree in this arena. We are proud to have her on board to support our institutional efforts". "The institutional investor Institutional Investor A non-bank person or organization that trades securities in large enough share quantities or dollar amounts that they qualify for preferential treatment and lower commissions. has special needs" states Peters. "There is no one size fits all solution. Customizable investment solutions which include alternatives and strategies which take a global approach to investing are key to protecting assets while at the same time giving the portfolio the maximum opportunity to grow. CoreStates brings unique portfolio solutions to the table designed with institutional needs in mind. I am excited by the opportunity and happy to be a part of the CoreStates team." Peters' list of clients have included the healthcare industry, higher education, religious institutions, Taft-Hartley funds, Public funds, endowments, charities and foundations. Peters earned a Bachelors degree from St. Lawrence University St. Lawrence University is a private, four-year liberal arts college located in the village of Canton in Saint Lawrence County, New York. Founded in 1856, it is the oldest coeducational university in the state of New York. . CoreStates Capital Advisors, LLC is an SEC Registered Investment Advisor Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in (RIA (Rich Internet Application) A Web-based application that approaches the speed and elegance of a local application. An RIA may refer to a browser-based application that uses AJAX or another enhanced coding technique. ) with corporate offices in Newtown, Bucks County, Pennsylvania Newtown is a borough in Bucks County, Pennsylvania, United States. The population was 2,312 at the 2000 census. It is located just west of the Trenton, New Jersey metropolitan area, and is part of the larger Philadelphia metropolitan area. . CoreStates provides portfolio management and consulting services to institutional clients as well as investment management, wealth transfer and tax planning services to high net worth individuals. CoreStates employs proprietary asset allocation strategies for fund management using state-of-the-art technologies. www.corestates.us |
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