Operations Team

Operations Team


Operations Executive Management


Lisa M. Colon

Senior Vice President, Chief Compliance & Operations Officer
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    Lisa is Senior Vice President, Chief Compliance & Operations Officer, where she is responsible for overseeing operations and technology across the firm to enhance the quality of our client relationships. She also serves as the focal point for the firm’s compliance activities, ensuring regulatory adherence with organizations such as the Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

    Before joining Girard Partners, Lisa cultivated 20 years of broad-based experience in the financial service industry, providing leadership for investment advisors, fund managers, and brokerage firms. She previously served as Chief Operating Officer at Abacus Wealth Partners for four years, and as Senior Vice President for Camelot Investment Advisers, Ltd. for five years. Prior to that, Lisa was Director of Brokerage Operations at PNC Financial Services Group, and Vice President at BlackRock, where she provided compliance, finance, and administration for a $30 billion liquidity group.

    Lisa received a Master of Science in Finance degree from Drexel University, and a Bachelor of Science in Finance degree from Pennsylvania State University.
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Thomas Hellings

Vice President, Director of Compliance
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    As a vice president and director of compliance, Tom provides compliance and supervision support to the Chief Compliance Officer in all areas of compliance. He ensures all rules and regulations are met. Tom attributes his success to his attention to detail and extensive experience at both broker/dealer and investment advisor firms.

    Tom has more than 20 years of experience in the financial services industry. He earned his bachelor’s degree from Dickinson College and holds FINRA Series licenses 4, 6, 7, 24, 53 and 66. When he’s not working, Tom enjoys spending time outside playing golf, grilling, and woodworking.

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Operations and Compliance


Renee Bowen

Director of Operations and Compliance
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    Renee brings more than 20 years of experience to her role overseeing the operational support provided to clients. She is dedicated to creating efficient procedures and solutions aimed at providing clients with impeccable service. Renee is also responsible for maintaining accurate reporting data.

    Renee earned a bachelor’s degree from the Fox School of Business at Temple University. Her previous experience includes serving as Vice President of Account Investments & Controls at State Street Bank, a financial firm serving institutional clients, and Vice President of BNY Mellon Operations supporting the investment processing for high-net-worth clients.

    When she isn’t at work, Renee is busy spending time with her husband and twin teenagers. She is also dedicated to volunteering in her community and most recently served as Fund Raising Coordinator for Academy of Notre Dame.

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Pamela Donovan

Operations Manager
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    “Pam” joined Girard Partners after 20+ years of experience in the financial services industry, bringing a strong client focus and diverse technological ability. As Operations Manager, she builds solid working relationships with our clients by responding to daily inquiries, performing research on investment and tax issues, and coordinating account openings and settlements.

    Pam previously spent 12 years at SEI Investments as a Service Representative and Mutual Fund Specialist. Prior to that, she was Operations Manager at The Fairfield Group (presently Smith Barney) for 8 years, where she was responsible for arranging all daily institutional and retail trading activities for the subsidiary of Legg Mason, Inc., with $2 billion assets under management.

    Pam holds a B.S. in Business Administration from Kutztown University.
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Emily Carter

Client Service Associate
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    Emily puts her strong communication and organizational skills to work supporting Wealth Advisors in our King of Prussia office. She assists with client onboarding and communications as well as account servicing.

    Emily is a graduate of James Madison University where she earned a bachelor’s degree in Spanish which she put to use teaching English in Honduras for a year and teaching Spanish for five years in Philadelphia. Outside of work, Emily enjoys yoga, cooking and playing the violin.

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Ryan Krapf

Senior Client Relations Specialist
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    As a senior client relations specialist, Ryan acts as a liaison between our advisors and clients to assist in areas from trading, withdrawal requests, account transfers and rollovers along with general account maintenance as needed. The key to Ryan’s success is his ability to listen to his client’s needs coupled with his diligence in completing their requests in a timely fashion.

    Ryan has more than 15 years of experience in the financial services industry. He received his bachelor’s degree from Bloomsburg University and holds FINRA Series licenses 6, 7, and 63 as well as the Pennsylvania Life, Accident and Health Insurance license. When he isn’t serving his clients, you’ll find Ryan spending time with his wife and two children or coaching one of his kid’s sports teams.

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Andrew Lein

Client Service Associate
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    As a client service associate, Andrew assists the advisors in servicing clients from account opening through the life of the relationship. His success in this role is attributed to his strong attention to detail and communications skills.

    Andrew has more than ten years of experience in the financial services industry. Prior to joining the wealth management division, Andrew was an IRA specialist at Univest Bank and Trust Co. He obtained his associate’s degree from Bucks County Community College. When he’s not helping clients with their accounts, Andrew enjoys spending time with family, traveling, attending concerts, playing volleyball, and playing the guitar.

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Maria Saldutti

Client Service Associate
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    Maria puts her strong communication and organizational skills to work supporting Wealth Advisors at the Bucks Regional Center in Doylestown. She assists with the initial client onboarding process along with daily communications and account servicing. Maria has more than 10 years of experience in customer service including four years in the financial services industry.

    Maria is a graduate of Widener University where she earned a bachelor’s degree in psychology with a certificate in management. Outside of work, Maria enjoys spending time with family and friends, cooking and taking walks. She currently resides in Montgomery Township.

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Jeffrey Slemmer

Senior Client Service Associate
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    Jeff’s dedication to providing impeccable customer service is what drives his success as Senior Client Service Associate. His quick thinking and attention to detail allow him to anticipate issues before they occur to provide clients with seamless service.

    Jeff brings more than four years of experience to his role having previously worked as a personal banker at Univest’s Collegeville location. He earned a bachelor’s degree from West Chester University.

    Jeff is passionate about music. In his spare time he enjoys attending concerts and playing the piano.

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Nakeyia Wilkinson

Client Service Associate