Zeke Capital Advisors Operations/Client Services Team

Jason Bobber – Director of Operations


Jason Bobber earned a Bachelor of Science degree in Business Administration from York College of Pennsylvania. He has over 15 years of experience with portfolio management systems and trade implementation. Jason joined Turner Investment Partners in 2001 where he worked in marketing and on the wrap trading desk. In 2009, he joined State Street as an International Trade Processing Specialist, a role in which he helped the company upgrade to a global transaction management system.

Most recently, Jason worked at Sage Financial as Manager of Financial Reporting and Trading. In that role, he was responsible for client reporting, trading, reconciliation and maintenance of Sage’s Axys Portfolio Management System.

Jason enjoys running, traveling, cooking and spending time with his family. He lives in Wayne, Pa., with his wife, Vicki, and their son.

Kimberly J. Rosenthal – Client Services Associate


Kimberly Rosenthal earned a Bachelor of Science degree in Accounting from Albright College. Prior to joining Zeke, she held the position as Investment Operations Coordinator at Penn Liberty Wealth Advisors, a division of Penn Liberty Bank.  At PLBWA, Kim was instrumental in day to day branch operations, focusing on IA process management and workflows. 

Kim enjoys attending culinary festivals and spending time with family.  Kim lives in Blue Bell, PA with her husband, Josh.

 

Filippa DePaolo – Sr. Administrative Officer


Filippa DePaolo earned a Bachelor of Science degree in Marketing from St. Joseph’s University in 1981. Upon graduating, she worked for Fidelity Mutual Life Insurance as a technical documentation writer and trainer in its Computer Systems department. In 1992, she joined Delaware Management Company assisting the small cap growth team, then went to Chartwell Investment Partners at its inception in 1997, where her duties included meeting coordination, hedge fund client services and high-net-worth client bill paying.

Filippa is an avid tango dancer.

Dante Astheimer – Operations Associate

Dante attended Trinity College where he studied Political Science.  Prior to joining Zeke he was a treasury management specialist at SEI Investments Co., focusing primarily on liquidity management and cash operations.  Dante currently lives in Philadelphia and enjoys golfing and volunteering with the Boys & Girls Club of Philadelphia.

Kate Fruehwald – Operations Associate

Katie attended West Chester University where she studied Clinical Psychology. Prior to joining Zeke, Katie worked for defense contractor, CACI, in Washington, DC. At CACI Katie worked on the administrative side to ensure the smooth day to day running of the office and the several programs that the organization supported throughout the country and internationally.  In her spare time Katie likes to travel and knit. She lives in Havertown with her husband, Mike, their daughter and cat.

Professional Team