Our Team
Christopher Topolewski, J.D., M.B.A.
Chris is the Founder of Wick Capital Partners, and is a key member of the Wick Capital Partners leadership team. Chris’s primary career experience involved building his predecessor RIA where he was a shareholder and a driving force behind growth. The firm grew from approximately $65 million in assets under management in 2002 to approximately $900 million in assets under management in 2016, when it was sold to WSFS Financial. His career, life experiences, and education have allowed him to develop significant experience in tax and estate planning, business organization and succession planning, investing and financial planning for high net worth individuals.
Professional Experience:
Founder, Wick Capital Partners
Private Wealth Advisor and Chief Compliance Officer, West Capital Management
Graduate Degrees:
Villanova Business School, Master of Business Administration.
Villanova School of Law, Juris Doctorate
Undergraduate Degrees:
Boston University, Bachelor of Science, Business Administration/Finance
Organizations
Board of Trustees - Holy Child School at Rosemont
Vice President - Union League of Philadelphia
Member - Investment Committee Archdiocese of Philadelphia
Board of Director - Philadelphia Police Foundation
Tom Huber, CFA ®
In his role as portfolio manager, Tom works directly with clients to establish their investment objectives, then builds and manages complete custom investment portfolios to meet those objectives. In a career of over 35 years, Tom has managed as much as $1 billion for individuals, families, trusts, pension plans, and endowments. In his role as Chief Investment Officer, Tom helps guide the Wick Capital Partners Investment Committee, which is responsible for market research, investment due diligence, and portfolio construction, with a focus on investing for clients.
Credentials/Designations:
Chartered Financial Analyst®
Professional Experience:
Chief Investment Officer and Portfolio Manager, Wick Capital Partners
Managing Director & Portfolio Manager, Glenmede Trust Company
Vice President & Portfolio Manager, Wilmington Trust Company
Professional Options & Futures Trader, Various Firms
Registered Representative, The Vanguard Group
Undergraduate Degrees:
University of Pennsylvania: Bachelor of Science, Finance (Wharton School), Bachelor of Arts, European History
Mark Feldser, CPA
Mark is a key member of the Wick Capital Partners leadership team, financial planning team, and investment committee. Mark specializes in tax and estate planning, and comprehensive financial planning for high net worth individuals. As a Certified Public Accountant, he specializes in long term tax efficiency strategies in coordination with a client’s overall financial plan. Mark’s professional experience working with ultra-high net worth investors has provided valuable experience he can apply to families of all levels of wealth.
Credentials/Designations:
Certified Public Accountant (CPA)
Professional Experience:
Director of Tax and Estate Planning, and Chief Compliance Officer, Wick Capital Partners
Director of Tax and Estate Planning, West Capital Management
Senior Audit Associate, KPMG
Finance Manager, BioClinica, Inc.
Undergraduate Degrees:
James Madison University. Bachelor of Business Administration, Accounting
Organizations:
American Institute of Certified Public Accountants
Philadelphia Estate Planning Council
Andrew Sachais, CFA®
Andrew is a key member of the Wick Capital Partners Investment Committee and Investment Operational team, which are responsible for market research, investment due diligence, portfolio construction, and portfolio implementation. Andrew has performed the role of Portfolio Manager in both the wealth management and hedge fund sectors, which has allowed him to build an expertise in portfolio management. Additionally, the CFA® designation has further refined his knowledge of the industry and requires continuous learning of developments in the field of finance.
Credentials / Designations:
Chartered Financial Analyst (CFA®)
Professional Experience:
Senior Portfolio Manager, Wick Capital Partners
Portfolio Manager, West Capital Management
Portfolio Manager, Satch Capital Management
Trader, Schonfeld Group Holdings
Undergraduate Degrees
Georgetown University, Bachelor of Arts, Finance
Organizations:
CFA Society of Philadelphia
Joseph J. DiMaio, Jr., CFP®
Joe is a Private Wealth Advisor with Wick Capital Partners. With more than 25 years of experience in wealth management, he provides multi-family office wealth advisory and consulting services to clients and their families.
He coordinates with the Wick Capital planners, portfolio managers, and other professionals to deliver a high level of personal attention that extends beyond wealth management to retirement planning and intergenerational wealth succession planning. He focuses on custom tailoring clients’ investment portfolios to fit their specific long-term investment goals and risk tolerance.
Before joining Wick Capital Partners in 2023, Joe spent 6 years with Bryn Mawr Trust. Before then, Joe spent 16 years with West Capital Management, where he was a wealth advisor to individuals, families, and institutional clients. Earlier in his career, he was a Vice President, Advisor & Senior Relationship Manager with the Wilmington Trust Company. He also has held positions at CoreStates Asset Management & Trust Company (now Wells Fargo), where he developed trust and investment advisory clients, and Merrill Lynch, where he serviced organizations’ employee benefits programs, including 401(k) and 403(b) retirement plans.
Credentials/Designations:
Certified Financial Planner®
Professional Experience:
Private Wealth Advisor, Wick Capital Partners
Relationship Manager, Bryn Mawr Trust
Investment Advisor, West Capital Management
Vice President / Advisor & Senior Relationship Manager, Wilmington Trust Company
Vice President, Corestates Asset Management & Trust Company (now Wells Fargo)
Vice President, Merrill Lynch
Undergraduate Degree:
University of Maryland, Smith School of Business, Bachelor of Science, Finance
Organizations:
Philadelphia Estate Planning Council
Philadelphia Tri-State Area Chapter of the Financial Planning Association
Youth Work Committee
Good Citizen Day Committee
Brooke Bees, CFP, CTFA
In her role as Private Wealth Advisor, Brooke brings over 25 years of experience in financial planning and wealth management. Brooke specializes in helping her clients achieve their financial goals; from planning for retirement, to navigating the markets, to building a legacy and preserving intergenerational wealth. Brooke provides personal strategies tailored to each client’s unique needs. She holds both a CFP® (Certified Financial Planner)as well as a CTFA (Certified Trust and Fiduciary Advisor designations. Brooke is an avid equestrian, but most often she can be found on the sideline of her son’s soccer or basketball games.
Credentials/Designations:
Certified Financial Planner®
Certified Trust and Fiduciary Advisor®
Professional Experience:
Private Wealth Advisor, Wick Capital Partners
Senior Wealth Advisor, Mission Wealth
Senior Wealth Advisor, Bryn Mawr Capital Management
Managing Director, Mercer Advisors
Undergraduate Degree
BS International Business and Management Pennsylvania State University
Cortright “Cortie” Wetherill III, MBA
Cortie is a Private Wealth Advisor for individuals, families, retirement plans, and endowments. Cortie takes pride in forging strong relationships with his clients, working directly with them to develop and implement custom financial plans. In previous roles, Cortie gained experiences with private and illiquid investment valuations enhancing his ability in investment analysis. He has seen, firsthand, how multi-generational families have traversed efficient asset transfers, and how private businesses seek to maximize and protect their financial health.
Professional Experience:
Private Wealth Advisor, Wick Capital Partners
Analyst Red Rocks Group
VP Special Operations, CW II Holdings
Co-Founder at Basin Systems
Graduate Degrees:
Drexel University. LeBow College of Business.
Master of Business Administration
Undergraduate Degrees:
University of Miami. Bachelor of Arts, History
Organizations:
Board Member – Religious Society of Free Quakers
Board Member – Ad Prima Charter School
Development Committee Member – Thorncroft Equestrian Center
Member of Investment Committee – St. Andrew’s Society of Philadelphia
Matthew J. Barr
Matt is a Private Wealth Advisor who works primarily with business owners and high net worth individuals to help them implement financial planning strategies for both their professional and personal needs. He plays an integral role in the macro-level strategy for his family’s medical practice including experience with tax efficiency, retirement plans, and operational procedures, which has given him a deep understanding of the rewards and the day-to-day struggles associated with owning and operating a business.
Professional Experience:
Private Wealth Advisor, Wick Capital Partners
Financial Advisor, Karr Barth Associates
Undergraduate Degrees:
University of Miami. Bachelor of Science, Sports Administration
Tim Flynn
Tim is a key member of the Wick Capital Partners Investment Committee and Investment Operational team, which is responsible for market research, investment due diligence, portfolio construction, and portfolio implementation. Tim has performed the role of Investment Analyst in the wealth management space, which has allowed him to build a deep knowledge of investable assets.
Professional Experience:
Investment Analyst, Wick Capital Partners
Undergraduate Degrees:
Drexel University, Bachelor of Science, Marketing
Carolina Golderer
Carolina is Wick Capital Partners’ Client Communications Manager and plays a key role in the firm by overseeing operational policies and procedures. She leads client service and completes organizational tasks to improve the efficiency and communication efforts of the company. Carolina has extensive experience facilitating and managing the success of case work across various Law firms as a business Immigration Paralegal. She was an attorney in her native Venezuela and is fluent in English and Spanish.
Professional Experience:
Klasko Immigration Law Partners, LLC
Goldblum, Pollins & Dennis, LLP
Marcia Binder Ibrahim, LLC
Degrees:
Law Degree – Santa Maria University, Venezuela.
Chartered Financial Analyst (“CFA®”) is a professional designation and awarded by CFA® Institute. To earn the CFA® charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA® Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA® charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA® Institute Code of Ethics and Standards of Professional Conduct. CFA® is a trademark owned by CFA® Institute.
In order to achieve and maintain Certified Financial Planner (CFP®) certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board’s Experience, Education, & Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years.
Stephen Paul, CFP®, CPA
Stephen is a key member of the Wick Capital Partners financial planning and client service teams. Stephen is a Certified Public Accountant as well as a Certified Financial Planner. He delivers high-touch client service by working closely with clients on their planning, cash flow, and retirement needs. Leveraging tax ability to develop custom tax options for clients.
Credentials:
Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
Professional Experience:
Wealth Planner, Wick Capital Partners
Tax Advice Specialist, Intuit Turbotax
Staff Accountant, Withumsmith and Brothers, PC
Wealth Planner, West Capital Management, LLC
Undergraduate Degrees:
University of Illinois at Urbana-Champaign. Bachelor of Science, Finance