Investment Team

Investment Team


Pennsylvania Advisors


David Geibel

Senior Vice President, Wealth Advisor
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    Since joining Girard Partners more than 10 years ago as a wealth advisor, David has worked tirelessly to implement sound investment strategies for clients. Working closely with clients to define their investment needs and goals, David establishes a personalized, comprehensive investment strategy and works with clients throughout the entire investment lifecycle. His goal is to help each client find a better way for doing things.

    His success with clients and active involvement with the Investment Committee contributed to his promotion to Senior Vice President and Managing Director. He leads a team of highly qualified wealth advisors and client relations professionals.
    Prior to joining Girard Partners, David developed investment strategies for institutional clients at BlackRock, Inc. He is a graduate of the Executive Regional Leadership Forum and Cannon Trust School. David earned a B.S. in Finance and Accounting from Drexel University.
    David lives in Malvern with his wife and three sons. When he’s not analyzing the markets, you can find him running Pennsylvania’s many hills and trails as training for his next marathon. It only makes sense the motto he lives by is, “keep moving forward.” David is also a passionate advocate for people with special needs.

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Kathleen Q. Fay, CFP®

Vice President, Wealth Advisor
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    Kate has more than 17 years of experience advising clients in a variety of situations during both good and bad markets. Her vast experience allows her to be empathetic and understanding which serves as the foundation for her personal approach to client relationships and managing investments. As a Vice President and Wealth Advisor for Girard Partners, she provides comprehensive financial plans for clients that allow her to develop a strong relationship with them over time.

    As a member of the firm’s investment committee, one of her key roles is performing due diligence in security selections, specifically with equities, mutual funds, and ETF’s. Before joining Girard Partners in 2004, Kate served as an Investment Consultant for Charles Schwab Corp. where she was awarded the 2003 Client Excellence in Service Award and the 2001 Lifesaver Award. Kate is a graduate of the University of Delaware and holds FINRA Series 7, 63, and 65 licenses in addition to the Certified Financial Planner (CFP®) designation.

    When not advising clients, Kate spends summertime at the New Jersey shore with her husband and three young children. An avid Philadelphia sports fan, she has held Eagles season tickets since 2002 and considers her teams’ televised games the best form of reality programming.

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Timothy S. Chubb

Vice President, Wealth Advisor
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    Analytical by nature, Tim uses this skill to truly understand the needs of his clients and create investment strategies aimed at meeting their specific goals. Serving as a wealth advisor, Tim uses his passion for investing to craft comprehensive plans that tackle everything from traditional asset allocation to equity-only strategies.
    In addition to being a trusted resource for his clients, he is also a thought leader for the Investment Committee contributing valuable insight on equity research. Tim previously worked at SEI Investments and Diversified Financial Group, LLC, where he provided financial analysis and commentary on specific investment opportunities and global economic conditions. Tim is a graduate of West Chester University with a B.S. in Finance. He is also a member of the CFA Institute and the CFA Society of Philadelphia.

    When he isn’t researching equities or analyzing the markets, you can find Tim testing his patience either on the golf course or as a Flyers and Eagles fan. Tim lives in West Chester.

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Cathy Rahab

Vice President, Wealth Advisor
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    With nearly 28 years of experience managing and servicing investment portfolios, Cathy uses her knowledge to evaluate and understand each client’s needs and risk tolerance in order to create custom investment strategies. She stresses the importance of establishing long term goals and objectives while balancing them with short term realities. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement. As a Vice President and Wealth Advisor, she strives to develop long-term relationships aimed at meeting client’s financial goals.

    Previously, Cathy served as a Senior Vice President and Director at Evergreen Investments. Cathy is a graduate of Villanova University’s College of Commerce and Finance and holds a B.S. in Business Administration.

    Cathy is passionate about expanding mental health research and championing the need for eliminating the associated stigma. Cathy is also a board member of the Philadelphia Skating Club where she heads the Ice and Coach Committee. She loves the arts, spending time with her two teenage daughters and enjoys gardening at her home in Berwyn.

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Christopher M. Briscoe, CFP®

Vice President, Wealth Advisor
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    Creating financial plans that are customized to meet each of his clients’ goal and risk tolerance is Chris’ area of expertise. As a Certified Financial Planner® with more than 15 years in the industry, Chris uses his knowledge and experience to help clients define their investment needs and determine the best way to achieve their goals. As a vice president and wealth advisor, Chris is committed to being a reliable, trusted resource to his clients.

    Chris developed a solid reputation while advising clients at JP Morgan Chase Bank and Merrill Lynch Trust Company. He is a graduate of the University of Delaware where he earned a bachelor’s degree in finance.

    Chris and his wife Shannon have two children and live in Holland, Pa. When he isn’t drafting a financial plan, you can find him on the soccer field as a coach for both of his kids’ teams.
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Kelly M. Welch

Portfolio Analyst
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    Since joining the team as an intern, Kelly proved to be a valuable asset to both the internal team and clients. She uses her talent for research and analytics as a Wealth Advisor Associate for Girard Partners. Kelly also handles portfolio management, making necessary adjustments and allocations to meet the specific objectives of each client.

    Kelly is a graduate of West Chester University with a B.S. in Finance and enjoyed spending a semester abroad in Florence, Italy.

    When taking a break from research and analytics, Kelly spends time with her family in Long Beach Island, New Jersey. She also loves music and plays the piano. Kelly resides in Conshohocken where you can often find her shopping or, during football season, cheering on the Eagles.

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Florida Advisors


Michael McCort

Vice President, Wealth Advisor
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    Mike uses his 20 years of experience and strong knowledge of the markets to create investment strategies for high net worth clients. As a Vice President and Wealth Advisor for Girard Partners, Mike focuses on building a deep relationship with each client allowing him to truly understand their financial objectives. Mike works out of the Fort Myers, Florida office which opened in 2009. In addition to serving clients, Mike is actively involved in the Investment Committee and plays an integral role in developing the firm’s equities strategy.
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Matt Stratton

Vice President, Wealth Advisor
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    Innovative and resourceful, Matt has a unique ability to identify opportunities for clients which he puts to use as a Vice President and Wealth Advisor for Girard Partners. With nearly 20 years of experience in the financial services industry, Matt has an excellent understanding of today’s business conditions which helps him offer clients a multifaceted perspective and provide personalized financial solutions. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement.

    Before joining Girard Partners, Matt spent more than 10 years working for Charles Schwab and Co, Inc. and most recently served as partner and Wealth Advisor for Stratos Wealth Partners. He has obtained his FINRA series 7, 9, 10, 31 and 63 licenses as well as the Life and Health Insurance license. Matt earned his bachelor’s degree from Saint Joseph’s College.

    When he isn’t buried in market research and analysis you can find him in the kitchen cooking for his wife and son. Matt Lives in Fort Myers, Florida where he enjoys fishing and scuba diving.
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Virginia Advisors


Richard P. Mudd

Investment Advisor Representative
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    Richard joined the Girard Partners team in 2011, adding the resources of a broader organization to his wealth management practice based in Richmond, Virginia. He brings over 30 years of investment experience to his service on Girard Partner’s Investment Committee.

    Prior to managing a successful wealth management practice for 21 years, Richard was President & Director of Virginia Investment Planners, Inc. for three years. Richard was also Vice President of Financial Service Group, Inc. for two years, and served as an agent for New England Mutual Insurance Company for seven years.

    Richard earned a B.A. degree in history and political science from Virginia Commonwealth University. He currently holds the designation of Chartered Financial Consultant (ChFC) and Series 7, 63, and 65 licenses.
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