Our Team

Robert Daries, Senior Director – Investments, has worked in various roles with a wide range of experience in Wealth Management, Insurance and Branch Management. Prior to joining Oppenheimer & Co. Inc., Robert worked with Merrill Lynch and UBS Wealth Management. Robert has demonstrated a strong industry commitment in earning the Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor from the College for Financial Planning (CRPC®) and Certified Plan Fiduciary Advisor from the National Association of Plan Advisors (CPFA®). Robert also completed the certified financial planner curriculum at LIU C.W. Post campus. Robert is married to Lisa, his wife of 25 years and they have 3 children. When not at work Roberts hobbies include competitive sailboat racing, classic car restoration and skiing. He also donates time to Philabundance, Habitat for Humanity, and is involved in several community organizations.

Charles L Hillis, Director – Investments, Branch Manager, focuses on the institutional aspects of wealth strategies facing not-for-profits, high net worth families and corporations. He graduated from the University Pennsylvania with a B. S. in Finance and has spent his entire career in the investment industry (45 years). Chuck earned the designation of Chartered Financial Analyst (CFA®). In addition, Chuck’s current and past management roles since 1992 in the mid-Atlantic region brings executive suite experience at all corporate levels. Chuck with his family reside in Philadelphia, when not at work they enjoys fine dining, the local culture and the orchestra.

Patrick K. McFadden (Pat) is a Director – Investments and career investment advisor. Pat has four decades of experience in the area of comprehensive wealth and portfolio management. Pat’s is a Certified Portfolio Manager from the Academy of Certified Portfolio Managers and Columbia University in New York, Certified Investment Management Analyst from the Investment Management Consulting Association at the Wharton School of Business, and CFP from the Certified Financial Planning Board of Standards. Pat lives with his wife in Malvern. When he’s not working he volunteers pro bono thru the CFP Board, he enjoys learning about new tech, offshore sailing and clamming at the beach on the north fork of Long Island with his wife Sheila.