Conservest Capital Advisors, Inc. is a boutique client focused investment advisory and financial planning firm serving wealthy families and individuals throughout the United States. Based in the Philadelphia suburbs, Conservest has been serving the high net worth community for three decades. In the 90s, Conservest was built in a landscape of vanilla, cookie cutter, investment management firms, where brokers prioritized the size of their books of business verses providing customized investment solutions to clients.
Conservest has become a valued multi-dimensional resource with exceptional strategic value for our clients, educating and empowering clients in a collaborative environment. Today, our clients include generations of family members and diverse groups of individuals across the country— business owners, professionals, and men and women who have come into wealth due to significant life events.
Our firm provides a refined wealth management solution amidst the complexities of our modern world. Being independent from banks and brokerage firms, we offer impartial advice based on education and experience. We charge fees that are directly linked to your financial growth, ensuring clarity and transparency.
We fully understand each client’s goals, time horizon, and individual risk tolerances to offer precise financial guidance. We continually monitor the domestic and international economies, financial markets, global events, and investment opportunities. We evaluate numerous risk/return scenarios tailored to a client’s unique financial situation before presenting a customized investment strategy.
We understand our clients’ objectives and translate their needs into a financial blueprint with a personalized approach to preserve and growth their capital. Each client’s portfolio is distinct and managed individually, and we customize our investment management and client service to fit each unique circumstance.
As fiduciaries, we are committed to the highest duty of care, ensuring our advice serves your best interest. Our investment choices are merit-based, as we are fee-only advisors dedicated to our clients’ success. We don’t sell investment products or earn commissions from trading frequencies. To protect your capital, we custody assets with industry leaders and create accounts in your name for full access to your investments. These core tenants eliminate conflicts of interest and uphold the highest fiduciary standards.
“Looking at investment strategies from different angles, to preserve and grow capital, requires customized responses to each client. To us, success requires careful and never-ending consideration of returns and risks in multiple capital markets simultaneously. Well considered “what if” scenarios coupled with a decision tree mind set while working with talented colleagues continues to fuel my passion.”
Conservest Capital Advisors, Inc. is a boutique client focused investment advisory and financial planning firm providing services on a fee-only basis.
President and Chief Investment Officer
Bruce Kardon serves as President and Chief Investment officer of Conservest. For over 30 years, individual and family clients have trusted him to provide smart investment strategies to preserve and grow their investment portfolios tailored to unique circumstances.
Bruce’s career as a financial services entrepreneur began at the Wharton School of the University of Pennsylvania as a finance major, where he was a junior professor in the Management and Operations Research Department and a member of the Beta Gamma Sigma Honor Fraternity. During his tenure, he secured internships to serve as a consultant to Citigroup’s Economic Development Center and as an assistant to Wharton’s Associate Dean for Strategic Planning. After graduating magna cum laude with bachelor’s and MBA degrees from Wharton he conducted post-graduate work in finance and economics at the University of Chicago.
Prior to founding Conservest in 1993, Bruce served as President of Kardon Industries. His deep experience at Kardon managing the variety of dynamics of running and selling a family business, coupled with his academic and investment experience, provides Conservest clients with a unique perspective.
Bruce is a long-standing member of YPO Philadelphia (Young Presidents’ Organization) and sits on multiple charitable and advisory boards. He has been married to Arlan Mintz Kardon, a top family law attorney in Philadelphia, for over 36 years. Arlan and Bruce have 33 year old twin daughters, Harisen and Evan.
When Bruce isn’t investing or reading macro-economic political science articles, he is an accomplished musician (trumpet, piano, and vocals) and solid amateur Texas hold ‘em player.
Principal Senior Investment Manager
Christina Copeland is a Principal, Senior Investment Manager at Conservest and serves on the firm’s Investment Policy Committee. For 20 years Christina has built long-term relationships with her individual and family clients at Conservest by developing strategies that preserve and grow their wealth. Prior to joining Conservest, Christina worked at JP Morgan Private Bank.
Christina speaks regularly on investing, including annually at the Private Wealth Mid-Atlantic Forum and the Women in Investing Network (WIN) of Philadelphia.
Christina received both her bachelor’s and master’s degrees in Finance from Drexel University. She later earned a certificate in portfolio planning from Wharton’s prestigious Executive Education program.
Christina remains active in the community. She serves on the board of directors at The Haverford School and formerly at CASA Philly and CraftNOW Philly. Christina resides in Newtown Square with her family.
Principal Senior Investment Manager
David Lorine is a Principal, Senior Investment Manager and member of the Investment Policy Committee at Conservest. David maintains strong relationships with his clients at the firm by prioritizing a customized approach to protect and grow their wealth.
A post-college internship with an investment firm sparked David’s interest in the field and eventually led to his now 25-year tenure at Conservest.
David received his bachelor’s degree in Philosophy from Penn State. When he’s not keeping his client’s goals on track, David loves reading a good book (all varieties), walking his dogs by the ocean, and spending time with his wife and two children.
Senior Investment Manager
Kristin Sindoni serves as a Senior, Investment Manager and member of the Investment Policy Committee at Conservest. Having joined the firm as an assistant investment manager directly upon graduating from college, Kristin excels in researching and implementing portfolio strategies for her individual and family clients with whom she has maintained relationships for over 15 years. Kristin maintains the Chartered Financial Analyst (CFA) designation.
Kristin graduated with honors from the Georgetown University McDonough School of Business with dual degrees in Finance and International Business. During her senior year she served as captain of the women’s rowing team and earned All-American status.
Kirstin volunteers her time in the community by serving on the 2024 Mission Kids “Mission Possible” gala committee. Kristin lives in Conshohocken with her husband, two kids and dog.
Investment Manager
Clay Hall serves clients as an Investment Manager at Conservest Capital Advisors. He is dedicated to holistically managing his clients’ portfolios to align their financial capital with their human capital. Clay maintains the Chartered Financial Analyst (CFA), and Chartered Retirement Planning Counselor (CPRC) designations and is a member of the CFA Society of Philadelphia. Clay joined Conservest after spending nearly a decade at Merrill Lynch.
A graduate of Ursinus College where he was recruited for lacrosse, Clay majored in Business & Economics minored in Mathematics. He currently serves on the college’s Alumni Council and guest lectures on investing and portfolio management.
Clay remains active in the community. He serves on the boards of directors at Riverbend Environmental Education Center and the Corinthian Yacht Club of Philadelphia. An avid sailor, he also captains its One Design Racing Fleet. Committed to environmental conservation, Clay maintains memberships at the Anglers Club of Philadelphia and Brodhead Forest & Stream Association. When not working, Clay enjoys skiing and fly fishing. Clay lives in Malvern, PA with his wife and son.
Head Trader and Investment Analyst
Brendan Moleski serves as the Head Trader and Investment Analyst for Conservest. He maintains responsibility for in-house trade execution, manager due diligence and asset allocation research. Brendan brings over 13 years of experience in financial services. Prior to joining Conservest, he worked for Capital Analysts, a Lincoln Investment company, as a trader on the Investment Management and Research team. Brendan maintains the Chartered Financial Analyst (CFA) designation.
Brendan graduated from Lock Haven University with a bachelor’s degree in Business Administration. He lives in Lafayette Hill with his wife, Jamie, and their two sons. In his free time, Brendan enjoys coaching his sons’ baseball teams, traveling and staying physically active.
Office Coordinator and Senior Relationship Manager
Rosemary Merlino runs the daily office and administrative functions of Conservest while assisting the firm’s investment managers support their client relationships in her role as Office Coordinator and Senior Relationship Manager.
Prior to joining Conservest, Rosemary served as Assistant Vice President, Purchasing and Facilities Manager at the Police and Fire Federal Credit Union. Rosemary’s client relationship experience began at the Academy of Music and the Kimmel Center of Philadelphia where she worked in client services.
Rosemary earned her bachelor’s degree in Media Communications from East Stroudsburg University of Pennsylvania. Rosemary is a longtime volunteer and former Vice President of the Springfield Swim Club Swim Team Board. She lives in Greater Philadelphia with her husband Jeff, their sons Josh and Ryan, and their dog Cody.
Lead Client Relationship Specialist
Toni Santos is as a Lead Client Relationship Specialist at Conservest. In her role, Toni maintains strong relationships with both advisors and custodians, and provides direct, personalized and exceptional service to the firm’s valued clients. She holds a combined 14 years of previous financial service and C-level executive support experience.
Toni earned her Bachelor of Business Administration degree in Marketing from the Fox School of Business at Temple University. A Montgomery County native, Toni now lives in Philadelphia with her husband and two children. Outside of work, Toni remains an active volunteer in the South Philadelphia Community Fridge Organization, which is dedicated to giving all Philadelphians access to fresh and healthy food.
Client and Business Operations
Lacy Redwine brings both business operational experience and legal experience to her role at Conservest.
Prior to joining Conservest in May 2023 Lacy served as Assistant General Counsel for a brokerage firm and as Chief of Corporate Operations for an oral maxillofacial surgery corporation. Lacy began her career in public service as an Assistant District Attorney in Oneida County New York. She remains dedicated to public service by volunteering with Lawyers Concerned for Lawyers as well as Cradles to Crayons and Stop Soldier Suicide.
Lacy received her bachelor’s degree from Point Park University and her J.D. from New York Law School. Lacy grew up in Oregon before moving across the country to the area. In her free time, Lacy enjoys traveling with her three children.
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