Brandywine Oak Private Wealth
Brandywine Oak Private Wealth is an independent wealth management firm dedicated to helping affluent families plan and manage all aspects of their finances and investments. We work with successful wealthy families who have created significant wealth through years of hard work and sacrifice. Although they have proven successful in their respective businesses, they generally lack the time, resources, or desire to dedicate to their family’s finances. These families are looking to outsource the organization of their financial lives to a trusted and capable firm that has a proven track record of professional excellence. Families turn to us, seeking a simplified approach to solving the complexities of significant wealth. Our objective is to provide peace of mind by mitigating the financial challenges that can distract families from enjoying what matters to them. Brandywine Oak Private Wealth, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
67
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- LQ
Lisa Quadrini
Partner, Private Wealth Manager · Finance & Accounting
EmailPhone - NM
Natalie McManus
Private Wealth Associate · Finance & Accounting
EmailPhone - PK
Peter Kim
Chief Investment Officer · Finance & Accounting
EmailPhone - SM
Steve MacOni
Founding Partner & Chairman Private Wealth Manager · Other
EmailPhone - DC
David Clark
Private Wealth Relationship Manager · Finance & Accounting
EmailPhone - LD
Lacie Doubet
Private Wealth Associate · Finance & Accounting
EmailPhone - SD
Sienna Depietro
Private Wealth Associate · Finance & Accounting
EmailPhone - AD
Alison Dorsman
Founding Partner & COO · General Business & Management
EmailPhone - BK
Brittany Kalsky
CCO, Private Wealth Manager · Other
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Brandywine Oak Private Wealth
10 distinct titles indexed · top 10 shown.
- 3private wealth associate
- 1cco, private wealth manager
- 1chief investment officer
- 1co-founder and co-ceo, private wealth advisor at brandywine oak private wealth
- 1founding partner & chairman private wealth manager
- 1founding partner & coo
- 1founding partner, private wealth advisor
- 1founding partner, private wealth manager
- 1partner, private wealth manager
- 1private wealth relationship manager
Sign up to unlock all 14 contacts at Brandywine Oak Private Wealth
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