Experience Across Investment Disciplines

Diverse backgrounds, teamwork and independent thinking drive our quest for favorable risk-adjusted investment results for you and your clients.

Joel Hempel

Chief Operating Officer

Joel is directly responsible for the overall Lockwood Advisors, Inc. business, an SEC-registered investment company. Joel is a member of the Managed Investments Executive Committee and is the Chair for the Lockwood Investment Committee.

Joel earned a Bachelor of Arts degree in Criminal Justice from Temple University. He has also completed the Securities Industry Institute® program, sponsored by Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania. In addition, he is a member of the SIFMA Managed Account Roundtable and co-chair of the Money Management Institute Next Generation Program.

Matthew Forester

Chief Investment Officer

Matt Forester is Lockwood's Chief Investment Officer and Director of Investments. Matt leads the design and management of Lockwood's proprietary investment models and reviews Lockwood's discretionary products. He is a member of the Lockwood Investment Committee.

Prior to joining Lockwood, Matt was chief investment officer of NewSquare Capital, LLC. He was responsible for the design and management of the firm's proprietary portfolios. He also spent nearly 20 years at Cumberland Advisors, Inc. where he managed the firm's U.S. Equity, International Equity, Emerging Markets Equity and Global Asset Class ETF portfolios. He has over 28 years of investment experience.

Matt earned his Bachelor of Science in Economics from The Wharton School of the University of Pennsylvania.

Anthony Destro, CFA, CAIA

Senior Portfolio Manager

Anthony is responsible for the day-to-day portfolio management of Lockwood's discretionary investment solutions, as well as supporting the firm's macroeconomic analysis, risk management, portfolio construction and investment process. He is a member of the Lockwood Investment Committee. Anthony earned a Bachelor of Arts degree in Economics and Sociology from Rutgers University, and a Master of Business Administration degree in Finance from Temple University is a CFA® charterholder. He has been in the investment industry since 1997.

Michael Honer, CFA

Portfolio Manager

Michael is part of Lockwood's investment team and has ongoing relationship management responsibilities for some of Lockwood's most significant clients, working with their respective home offices on matters ranging from product development and enhancement to national sales strategies. He is a member of the Lockwood Investment Committee. Michael earned a Bachelor of Arts in Finance from Temple University and is a CFA® charterholder. He has been in the investment industry since 2006.

Kristine Schwork, CFA

Senior Portfolio Manager

Kris is responsible for the day-to-day portfolio management of Lockwood's discretionary investment solutions, as well as supporting the firm's macroeconomic analysis, risk management, portfolio construction and investment process. She is a member of the Lockwood Investment Committee. Kris earned a Bachelor of Arts in Economics from Bucknell University. She is a CFA® charterholder, and is a member of the CFA Institute, the CFA Society of Philadelphia and the Investment Management Consultants Association. She has been in the investment industry since 1989.

Kevin St.Clair

Senior Investment Specialist, Advisory Consulting

Kevin is responsible for supporting advisors with education on investment offerings, acting as a liaison between the research and business development teams and assisting with investment-related financial advisor inquiries.

Kevin earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Shippensburg University. He has also achieved the Certified Investment Management AnalystSM (CIMA®) designation. Kevin is Series 7 and 66 Licensed. He has been in the investment industry since 2000.

Nick Procyk

Senior Research Analyst

Nick provides quantitative and qualitative analyses of investments and portfolios, and focuses on risk tolerance questionnaires and advanced suitability. He is a member of the Lockwood Investment Committee. Nick earned a Bachelor of Science degree in Aerospace Engineering from Penn State University and a Master of Science degree in Financial Engineering from Temple University. He has been in the investment industry since 2005.

Greg Cesarano

Risk and Regulatory Manager

Greg is responsible for maintaining and enhancing Lockwood's risk management program, collaborating across enterprise business lines in plan assessment and execution. Greg is a graduate of Penn State University with a Bachelor of Science degree in Labor and Industrial Relations, with a concentration in Human Resource Management and a minor in Business. He has been in the investment industry since 2007.

Patrick Early, CFA

Specialist, Advisory Consulting

Patrick is responsible for supporting advisors with education on investment offerings, acting as a liaison between the research and business development teams and assisting with investment-related financial advisor inquiries.

Patrick earned a Bachelor of Business Administration degree with concentrations in Finance and Accounting from the Goizueta Business School at Emory University. He is a CFA® charterholder. He has been in the investment industry since 2006.

Cynthia Kizer

Senior Specialist

Cindy leads Lockwood's product development strategy, employing a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth analyses on client segments, the competitive landscape and the managed account industry. Cindy is a graduate of Penn State University with a Bachelor of Science degree in Business Administration. She has been in the investment industry since 2001.

Christopher Kravsow

Due Diligence Analyst

Chris is responsible for leading the on-boarding and ongoing due diligence reviews of separately managed account managers. Chris originally joined the organization in July 2004 and has previously worked in sales, manager research, and trading capacities. Chris earned a Bachelor of Science degree in Finance from Villanova University and a Master of Business Administration degree from Penn State University.

Margaret Rydesky

Lead Analyst

Margaret is responsible for client processing for Lockwood. Previously, Margaret served as a supervisor of new account opening. She has a background in operations, and has lent her expertise to the testing and quality assurance of new operational technologies. She has been in the investment industry since 1999.

Jeff Sandler

Portfolio Analyst

Jeff works with portfolio management, trading and operations teams in an effort to help make sure that Lockwood's investment decisions are executed efficiently and accurately. Jeff earned a Bachelor of Science degree from Penn State University, graduating with honors in Finance from the Schreyer Honors College. He has been in the investment industry since 2012.

Andrew Sy

Senior Associate

Andrew is responsible for overseeing the day-to-day product collateral creation of Lockwood's offerings. Andrew earned a Bachelor of Arts degree in Economics with a minor in Pre-Law and Business Management from the University of Arizona. He is currently a Level II candidate in the CFA program. He has been in the investment industry since 2014.

Victor M. Zuczek, Jr.

Vice President

Victor has specific oversight for operations, due diligence and risk management for Lockwood Advisors. He joined Lockwood in July 2016. Victor earned a Bachelor of Science degree in Business Administration and Economics from High Point University. He has been in the investment industry since 1995.

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