Jonathan P. McSurdy has close to 18 years experience in the investment management industry. A Penn State graduate, he has earned numerous designations including the
CFP®, CHFC, CAP, and CSA. He has spent most of his career in the Doylestown area working with individuals, corporations, and not for profit organizations. He has served on the boards of many non-profit and community associations, and currently serves on the board of the Doylestown Historical Society.