Portfolio Management 

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Joseph D. Roberts, J.D., LL.M.

client portfolio manager

Joe earned his juris doctorate and master's degree in taxation from the Villanova University School of Law and his bachelor's degree from the University of South Florida.  Prior to joining Zeke, Joe worked at Wells Fargo Private Bank and Abbot Downing where he advised families of unique wealth on their financial needs including asset management, fiduciary administration, tax, wealth transfer and risk mitigation.  Joe started his career at PricewaterhouseCoopers in the Private Financial Services consulting group, specializing in tax law related to high-net worth individuals along with privately-held businesses.

Joe is a member of the State Bars of Pennsylvania and New Jersey, and the Tax Section of the American Bar Association.  He is also a Committee Member of the Philadelphia Estate Planning Council.  Joe is actively involved in several support organizations including Back on My Feet Philadelphia and Ecology Florida.

Joe makes his home in Wayne, PA with his wife, Arlette, three children, and the family's Great Dane, Malachi.

 
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Michael S. Orfe, CFA

client portfolio manager

Mike earned his Bachelor of Science degrees in both Finance and Economics from Villanova University.  He was awarded the CFA designation in 2009 and is a member of the CFA Society of Philadelphia.

Prior to joining Zeke, Mike was a Vice President in the Investment Management Division of Goldman Sachs where he advised wealthy families, foundations, and endowments.  Before joining Goldman, Mike worked in the Mortgage Finance industry at Nomura Credit and Capital and at start-up hedge fund Arbor Residential Mortgage where he was responsible for risk management and Residential Mortgage Loan trading.  Mike began his career with PriceWaterhouse Coopers providing litigation support and financial advisory services to multinational corporations. Mike serves on the Board of Directors and chairs the Development Committee for the Catholic Partnership Schools in Camden, NJ.  He also serves on the Planned Giving and Endowment Advisory Committee for the Philadelphia Freedom Valley YMCA.

Mike lives in Mount Laurel, NJ, with his wife, Laura, and two sons, Matthew and Danny.

 
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Nilesh  D. Patel, CFA

client portfolio manager

Nilesh earned his Bachelor of Science degree in Economics from the Wharton School at the University of Pennsylvania. Nilesh has also earned the CFA designation and has been professionally investing since 1996. Prior to joining Zeke, Nilesh sourced, researched and implemented investments for ultra high net worth families, endowments, and foundations at Miller Investment Management. Prior to Miller, Nilesh served as a member of the multi-cap equity team at Geewax Terker & Co., fundamentally researching stocks and constructing. Earlier in his career as a sell-side analyst at SG Cowen, he performed extensive due diligence on companies and sectors. Nilesh is a member of the CFA Institute and the CFA Society of Philadelphia.

Nilesh spends his free time with his wife, Anita, and three extremely active children.

 

Katie Casey, cfa, caia

client portfolio manager

Katie earned her Bachelor of Business Administration degree in Finance from Loyola University Maryland. She is a CFA charterholder and a member of the CFA Society of Philadelphia. She also holds the Chartered Alternative Investment Analyst designation and is a member of the planning committee for the Philadelphia chapter. Prior to joining Zeke, Katie worked on the Asset Management team at Abbot Downing where she advised ultra high net worth families on their investments. Before joining Abbot Downing, Katie worked on the Institutional Client Relations team at Turner Investments and she completed the associate program at the University of Pennsylvania where she supported the CIO of the endowment. Earlier in her career she worked on the CDO Asset Management team at Cohen & Company and on the Institutional Equity Sales desk at Citigroup.

Katie lives in Phoenixville, PA with her husband, Kevin, three children and the family’s Vizsla, Monty.

 
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Andrew F. Smith

client portfolio analyst

Andrew earned his Bachelor of Science degree in Economics from the Pennsylvania State University in 2008.  Prior to joining Zeke, Andrew was an analyst at The Investment Fund for Foundations where he monitored asset allocation, risk exposure and performance attribution for several investment vehicles.

Andrew lives in Philadelphia and in his spare time enjoys golfing and traveling.

 
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Michael Kelley

client portfolio analyst

Michael earned his Bachelor of Arts degree, cum laude, from Manhattan College in 2007 and his Master of Science degree from the University of Miami in 2008. Prior to joining Zeke, Michael served as a primary point of contact for high-net worth individuals with The Vanguard Group in Malvern, PA. Prior, Michael spent three years with Harbour Bridge Wealth Management Advisors in Summit, NJ.  While at Harbour Bridge, Michael constructed and implemented investment portfolios while providing a full suite of financial services to affluent clients.

Michael is an active supporter of Be The Match®, operated by the National Marrow Donor Program®. In his spare time, Michael enjoys golfing and watching college football

 
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Cody Pittman

Client portfolio analyst

Cody earned his Bachelor of Arts degree in Economics with a minor in Business & Finance from Villanova University in 2016. Prior to joining Zeke, Cody worked as an advisor with Morgan Stanley where he provided a high level of individualized and comprehensive brokerage financial services and investment strategies to clients. While at Villanova, Cody was a quarterback for the university’s football team.

Cody currently lives in Philadelphia and in his spare time enjoys golfing and watching college and professional sports.

 
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Sarah barnwell

Senior wealth planner

Sarah earned her juris doctorate and master’s degree in business administration from Case Western Reserve University and her bachelor’s degrees in Economics and English from the University of Delaware. Sarah advises families and businesses on their financial needs including legacy planning, succession planning, complex tax and entity planning, probate and trust administration, and risk mitigation.

Sarah is a member of the State Bars of Pennsylvania, Maryland, New Jersey, and the District of Columbia, and the American Bar Association. Sarah makes her home in Villanova, PA with her husband and two children.