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Craig Eppler, MBA

Investment Analyst


Craig joined the Investment Team at Hoover Financial Advisors in 2017 . He is responsible for making investment recommendations in HFA client portfolios in accordance with the investment objectives and parameters defined by the client. He works heavily in the firm’s rebalancer tool to oversee client asset allocations and any variance from target. He also performs analysis of projected cash needs to ensure client portfolios remain as fully invested as possible.

Craig is also responsible for helping to prepare investment proposals for both current and prospective clients.  He completes the due diligence and ongoing monitoring of certain HFA funds to ensure they are performing as expected and makes recommendations for changes when needed.

Prior to HFA, Craig was a Fund Financial Analyst at The Vanguard Group working on their Derivatives Operations Team. He holds both his Bachelors of Science and MBA in Finance from York College of Pennsylvania. He currently resides in center city Philadelphia and enjoys running, traveling, spending time with family and friends, and keeping up with the markets!

 

 

“An investment in knowledge pays the best interest.” 

-Ben Franklin


Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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