David B. Loeper, CIMA®, CIMC®

Chairman / CEO

Prior to founding Financeware in 1999, Mr. Loeper was Managing Director of Strategic Planning for the retail brokerage division of Wheat First Union. During his ten years there, he served as Director of Investment Consulting, Managing Director - Technology and Strategic Planning, in addition to creating and managing the Profit Formula program (a semi-independent representative business). Additionally, Mr. Loeper's past experience includes serving on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System.

In addition to his practical business experience, Mr. Loeper has been active in several industry associations. He has been a member of IMCA (Investment Management Consultants Association) for over a decade and served on IMCA's Advisory Council for several years. He most recently served as Chairman of the Advisory Council. Additionally, he was granted the CIMA designation (Certified Investment Management Analyst) in 1990 by completing a program offered through Wharton Business School, in conjunction with IMCA. Prior to the merger of ICIMC (Institute for Certified Investment Management Consultants) with IMCA, Mr. Loeper was an active member of ICIMC and had served on the Asset Consulting Roundtable. He has been a featured speaker at numerous industry events and often contributes to industry publications as well as appearing on CNBC, Bloomberg TV and Yahoo Financevision.

Robert P. Wilson, CPA

Chief Financial Officer / Chief Compliance Officer

Mr. Wilson served as Managing Director and Treasurer of First Union Corporation's Retail Securities Group, which is now the sixth largest retail brokerage organization in the United States. His last assignments at First Union included M&A analysis and due diligence on various regional brokerage firms and financial analysis on First Union's e-commerce brokerage strategy.

Mr. Wilson joined First Union following the merger of First Union and Wheat First Butcher Singer, Inc. in 1998. At Wheat First, he was Managing Director and Treasurer with over 17 years of finance, accounting, financial systems, capital utilization and risk management experience in a variety of positions, including serving as Chairman of Wheat First's Capital Markets and Fully Disclosed Clearing Credit Committees. Prior to joining Wheat First, Mr. Wilson worked for three years in public accounting with Ernst & Young. He earned a B.S. degree in accounting from Virginia Tech and a M.S. in Business with a finance concentration from Virginia Commonwealth University.

Karen K. Nelson

Senior Vice President / Chief Products Officer

Ms. Nelson comes to Financeware, Inc. with extensive project management and systems analysis experience in various vertical markets. She has managed many diverse development projects ranging from financial application development projects to a major supply chain re-engineering project. Prior to joining Financeware in 2000, Ms. Nelson served as Manager of Mid-Atlantic Application Development for The Allied Group. While at The Allied Group, Ms. Nelson managed application development projects for such companies as: AOL Time Warner, National Geographic, Sun Microsystems, General Motors, Phillip Morris, NEXTEL and others. Prior to working with The Allied Group, Ms. Nelson was with the Westvaco Corporation managing numerous system analysis and information system development projects.

Ms. Nelson holds degrees in computer science and business administration.

Mary F. Sexton

Senior Vice President, Director of Sales

Mary Sexton served as a Managing Director and the Assistant Director of the Banking Services Division of the Financial Services Group of Wachovia Securities, the second largest retail brokerage firm in the United States. Mary was tapped to develop a strategy to accelerate the growth of an emerging line of business. In four years under her management, the business grew to the number 1 ranking by McLagan among brokerage peer firms, and a top 3 productivity strategy for WSLLC. Mary was with Wachovia Securities for 10 years, a member of 7 merger integration and Advisor retention teams, and was appointed to the Senior Leadership Board.

Mary has over 20 years experience in the financial services industry. Starting out on the institutional trading floor of Alex Brown in the nascent days of the NASDAQ, Mary moved on to work on national strategy for Signet Bank, and the successful spin-off of Capital One, and as a Marketing Manager for Circuit City's Bank Division.

Mary studied Economics and Public Policy at Goucher College in Baltimore, and received Securities Industry Association Certification through the Wharton School.

John ("Jack") J. Cully

Senior Vice President / Investment Manager

With nearly thirty years of investment industry experience advising high net worth individuals, families and retirement plans, Mr. Cully delivers objective and continuous life relative financial advice to clients of The Cully Wealth Management Group. His past experience includes Wachovia Securities as a Senior Vice President-Investment Officer and Senior Private Investment Management Portfolio Manager. Prior to joining Wachovia Securities in 2002, he was with Merrill Lynch as Vice President, Private Investment Advisor Portfolio Manager.

The father of three children and a lifelong resident of the Pittsburgh area, Jack attended Clarion University on a football scholarship and earned a B.A. in Business Management. In addition to being an Ironman® Triathlete, he is committed to community service and supporting positive growth for our youth through his activities with North Allegheny Tiger Pride Youth Football and the Ingomar Franklin Park Athletic Association.

George Chamberlin, JD

Vice President, Financial Strategies

Prior to joining Financeware, Mr. Chamberlin worked at CheckFree Investment Services, formerly Möbius Group, Inc. Mr. Chamberlin was engaged in the development and design of the financial planning software product, M-Plan, focused particularly on the areas of estate and education planning. Prior to joining the Möbius Group, Inc., Mr. Chamberlin served as Software Development Coordinator for the National Network of Estate Planning Attorneys, focusing on the development of high net worth wealth transfer planning and trust document generation software products. Mr. Chamberlin has also worked in tax software development for Shepard's/McGraw-Hill in its former Tax, Estate and Business Planning Unit and has authored legal reference material for a number of legal publishers.

Mr. Chamberlin has a BA from Eisenhower College and a JD from the University of Pittsburgh, School of Law.

Jeremy K. Kuhlen, CFP®, AIF®

Vice President / Wealthcare Specialist

Mr. Kuhlen joined Financeware in April 2001 and is a regional manager for the firm's Wealthcare Capital Management business. Mr. Kuhlen's responsibilities include; training and support, financial plan preparation and instructor for the Certified Wealthcare Analyst program. He is a member of IMCA (Investment Management Consultants Association) and the Financial Planning Association. Prior to joining Financeware, Mr. Kuhlen was an associate with Wells Fargo Financial where he managed mortgage and correspondent lending operations for their central Virginia branches.

Mr. Kuhlen earned a degree in Business Administration from James Madison University, and is a Certified Financial Planner^TM.

William J. Malla

Vice President, Controller

Prior to joining Financeware, Mr. Malla was an Associate Vice President with First Union Securities. Mr. Malla served in several different capacities at First Union, the last being a Financial Analyst in the Profit Formula program, a semi-independent representative business, where he managed the compensation program. Mr. Malla was also involved in financial systems, commission and compensation systems integration, performance reporting for the managed accounts area, and various other human resources and benefits areas.

Mr. Malla has a B.S. degree in Finance from Virginia Tech.

Stuart M. Porterfield

Senior Vice President, Director of Business Development

Prior to joining Wealthcare Capital Management, Stuart served as the Senior Vice President /National Director of Branch Development for Wachovia Securities Financial Network. Prior to assuming his role as National Director, Stuart served as the Southern Regional Director for Branch Development. Stuart also served as the National Recruiting Manager for the Private Client Group of Wachovia Securities and as the National Business Development Director for Profit Formula, a semi-independent broker platform designed for $1 million and up practices.

Stuart has over 18 years experience in the financial services industry. Starting out with Bank of America in their Private Banking Division. Stuart joined Wheat First Securities in 1993 and spent his first six years in the asset management division. During his tenure within the asset management division he held several different positions i.e., Marketing Director, Regional Vice President, Sales Manager, etc.

Stuart holds a BA in Economics with a minor in English from Emory & Henry College and is a graduate of the Securities Industry Institute at The University of Pennsylvania - Wharton School.

John C. White, CFA®

Vice President, Director of Portfolio Management

Mr. White joined Financeware in April 2007 and is focused on managing all aspects of the firm's Wealthcare Capital Management business. He brings to the firm over 12 years of investment industry experience, most recently as a publishing equity research analyst covering the Consumer Discretionary sector for Davenport & Company and the Restaurant/Foodservice and Utilities industries for Wachovia Securities. Before his time as a sell-side investment analyst, Mr. White gained extensive investment management experience in areas including operations, performance measurement, compliance, trading, strategy, relationship management, marketing and technology as director of Evergreen Investment Management Company's performance department (formerly Mentor Investment Group, a division of Wheat First Securities) and as a member of Thompson, Siegel & Walmsley's WRAP portfolio management team.

Mr. White earned a BS in Business Administration from Bucknell University, received his MBA from the University of Richmond, and is a Chartered Financial Analyst (CFA).

Edward ("Gary") Wirwille, CRPC®

Vice President, Retirement Plans

Mr. Wirwille has more than 20 years of qualified and non-qualified retirement plan experience, most recently as a Business Development Director for RSM McGladrey's Retirement Resources covering the Mid-Altantic and Northeast. His depth of experience in the industry includes plan design, funding, communication, education and administration. As Vice President of Retirement Plan Consulting Services of Wachovia Securities, LLC. Mr. Wirwille played a critical role in the strategic marketing, development and sales of retirement plan business.

Mr. Wirwille has a bachelor's degree from Virginia Tech and a Retirement Plans Associate's designation from the Wharton School of the University of Pennsylvania. He earned the Chartered Retirement Plan Counselor® designation through the College for Financial Planning and also earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the University of Pittsburgh.

Back to the Top