Over the years, we’ve been portfolio managers and wealth advisors. Financial planners, investment bankers, and research analysts. Estate executors and board members. We’ve also been mentors, mediators, and family confidants. We never hesitate to take on the roles that go beyond the traditional realm of our occupation. Learn more about the Princeton Global team below.

Brett Shaver, CFA

Managing Partner & President

Paul Gerard, CFA

Managing Partner & Chairman

Joel Heymsfeld, CFA

Partner & Chief Investment Officer

Tara Bansal, CFP®

Chief People Officer

Joe Schreiner, CFA

Vice President Investments & Analytics

Nyda Bannerman

Business Manager

Erika Tucker

Client Service Associate

Richard Moseley

Partner & Portfolio Manager

George Wislar

Partner & Portfolio Manager

Fran Keene, CFP®

Portfolio Manager

Dan Hanley, CFP®

Partner & Wealth Manager

Brendan McPoyle, CFP®

Partner & Wealth Manager

Paul Lebowitz, CFP®

Senior Wealth Manager

Rob Spadaford

Wealth Manager

William Kufta

Emeritus Portfolio Manager

Brett Shaver, CFA

Managing Partner & President

As president of Princeton Global, I work to build an outstanding team, investment performance, and client experience. As a portfolio manager, I strive to develop trust and confidence with clients—so that together, we can construct the optimal portfolio to achieve their financial goals.

My 20 years of experience in investment analysis has provided me with deep insight into selecting individual investments and understanding how these choices work together in a portfolio to deliver long-term results. My background has also provided unique access to leading management teams and an understanding of effective corporate governance—something the Princeton Global team strongly advocates.

I firmly believe financial success is defined by more than numbers and performance. It’s about understanding your ideal options and tailoring them to your desires, needs, and goals. I am always available to clients—and I love nothing more than listening to your priorities, sharing my perspective, and finding innovative ideas together.

  • Senior Research Analyst, BlackRock
  • Chartered Financial Analyst (CFA).
  • Bucknell University, B.S.
  • Founding Member, Princeton Area Community Foundation NextGen Giving Circle
  • Board Member, The Friends and Foundation of the Princeton Public Library, Princeton Little League, Princeton Junior Football League

Paul Gerard, CFA

Managing Partner & Chairman

As a founder and chairman, it’s my job to think long-term for our firm. As a portfolio manager, it’s also my job to think long-term for our clients. I’ve known most of my clients for decades, and I stay engaged with them to ensure that asset allocations remain appropriate as circumstances change.

Investing is something I’ve been passionate about for a very long time. It’s exciting and important for people who want to strategically build and enjoy their assets. I appreciate having the opportunity to work in this dynamic field and constantly meet fascinating people.

But most importantly, I enjoy being able to help my clients take control of their financial decisions in a way that makes sense for them. At the end of the day, I get to help solve big problems for many people. It’s rewarding—and it’s never boring!

  • Portfolio Manager, BlackRock
  • Chartered Financial Analyst (CFA).
  • New York University Stern School of Business, M.B.A.
  • University of California at Berkeley, B.S.
  • Former President of the Board of Trustees, Princeton Senior Resource Center

Joel Heymsfeld, CFA

Partner & Chief Investment Officer

As the Chief Investment Officer, I’m tasked with monitoring what’s happening in the world and then determining how these events affect the world and U.S. economies. I’m focused on making sense of the global noise and putting it into a usable framework that aids our advisors in their client conversations and with their plans.

I’ve been in the financial services business for over five decades, starting as a portfolio manager for Merrill Lynch and BlackRock, and eventually serving on the Global Strategy Committee. Since then, I’ve been a portfolio manager for individuals and institutions and a mutual fund manager. And I was one of the first to join Princeton Global as a partner.

I’ve always loved the challenge of working in such a dynamic and complex industry. Now, I get to use my unique perspective and depth of experience to help our advisors bring the proper context, guidance, and support to their clients.

  • Portfolio Manager, Merrill Lynch and BlackRock
  • Chartered Financial Analyst (CFA)
  • University of Michigan Graduate School of Business Administration, M.B.A
  • Columbia University, B.A.
  • U.S. Army Veteran. Awarded Army Commendation Medal, Good Conduct Medal, and Vietnam Service Medal

Tara Bansal, CFP®

Chief People Officer

The first thing I ask my clients when I meet them: what is it all for? Because on paper, my job is to help you navigate the complexities of financial planning to achieve your goals. But in reality, it’s much more than that.

As a certified life coach and financial planner, my ultimate goal is to work with you to find fulfillment in your life. And while money is a part of that, I believe that getting there is not just about your finances. It’s about making the most of all your assets—including your talents, gifts, skills, and time.

I love working with people and getting to know them in a deep way. My strength is asking the questions that get my clients thinking about what really matters to them. And my passion is helping people become empowered to make confident, rewarding decisions about their own future.

  • Former Partner, Main Street Financial Solutions
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) and Life Coach
  • Virginia Tech, M.S. Chemical Engineering & M.B.A.
  • Lafayette College, B.S.

Joe Schreiner, CFA

Vice President Investments & Analytics

I’ve always been interested in investing—a calling that led me to study economics as an undergraduate and has since brought me to Princeton Global.

My contribution enables our team and clients to make informed investment decisions. I do the groundwork with our firm’s investments, including research, database integrity, and performance reporting. I thoroughly enjoy exploring all the different investment opportunities available to our clients, and I love researching and learning more about the companies behind our client recommendations.

  • Chartered Financial Analyst (CFA)
  • Bucknell University, B.A.
  • Member of the Princeton Area Community Foundation NextGen Giving Circle

Nyda Bannerman

Business Manager

As the business manager at Princeton Global, I keep our day-to-day operations running smoothly while ensuring a consistent and exceptional client experience.

Throughout my career, I’ve had a variety of client-focused roles. For the past 15 years, I have supported investment firm operations, including accounting and compliance. The most rewarding part of my job is helping guide our clients through the administrative complexities of the financial services industry.

It’s my job to set the tone for the experience you can expect when you choose Princeton Global. And there’s nothing I enjoy more than helping you feel welcome, comfortable, and at home.

  • Investment Adviser Certified Compliance Professional
  • Associates degree in Biology
  • Volunteer for Joyce’s Voice for Cats and various animal shelters

Erika Tucker

Client Service Associate

As the Client Service Associate, I help our clients (and advisors) with whatever they need. I want them to feel welcomed and supported. I work alongside our Business Manager, Nyda Bannerman, to manage day-to-day office operations and client requests.

I attended St. John’s University with a major in mass communication. My previous work experience includes project management and several client-facing and servicing roles. As a Client Services Associate and Health Coach, I enjoy working with people and have a passion for health and wellness. I strive to integrate mindfulness as an everyday practice for clients and coworkers.

  • St. John’s University, B.A.
  • Health Coach – Integrative Institute for Nutrition

Richard Moseley

Partner & Portfolio Manager

I work primarily with families experiencing inflection points in their financial lives. Over the years, I’ve found successful investing to be equal parts art and science. For my clients, the most fertile soil for investment success combines intergenerational communication, respect, understanding, and perspective.

Before joining Princeton Global, I had my own investment management business for ten years. Before that, I spent 20 years as an investment banker on Wall Street, helping founders and companies grow and flourish. During that time, I found that I enjoyed working with driven and interesting people the most. In my current role, I get to do precisely that, combining my corporate finance background with the deep talent pool at Princeton Global to help create a productive space for multi-generational families to have empowering conversations about—and engage with—their wealth.

  • Former President & Owner, Alpha Risk Management
  • NYU Stern School of Business, M.B.A
  • Vassar College, B.A.
  • Raritan Valley Beekeepers’ Association

George Wislar

Partner & Portfolio Manager

With 35+ years of experience in financial planning, investment management, and life coaching, I help my clients see what’s possible—and work with them to make it a reality. It’s important to me that I offer not only a practical plan for their future, but also a positive point of view around what they can achieve.

I’ve worked at a variety of firms throughout my career, including Paine Webber, UBS, and now Princeton Global. After decades in the industry, one thing that remains the same is how much I love building deep, lifelong relationships with my clients and getting to be part of their journey. There’s truly no better moment than being able to tell someone they can retire!

  • Former owner, Acuity Wealth Management, LLC
  • Senior Managing Director, US Fiduciary, LP
  • Senior Vice President, UBS Financial Services, Inc.
  • Finance committee member at the Princeton Community Church
  • Former President of the Growth Connections Chapter of Business Networking International

Fran Keene, CFP®

Portfolio Manager

Being a portfolio manager is all about working closely with my clients. By keeping the lines of communication open, I can better understand their plans and how they mesh with their financial circumstances. As such, I can help them stay active and engaged with their portfolio.

Even after 40 years of experience in the industry, I still take pride in my commitment to continuing education and sharing current trends and information with my clients. It’s exciting to watch the markets as they change and equally exciting to help my clients navigate it all. I’ve seen many changes throughout my career, which are the foundation of the diverse viewpoints I share.

  • Senior Investment Officer: Bryn Mawr Trust, PNC Wealth Management, Merrill Lynch
  • Certified Financial Planner™ (CFP®)
  • Rider University, B.S.
  • Former Board President, Princeton Nursery School

Dan Hanley, CFP®

Partner & Wealth Manager

As a Certified Financial Planner™ (CFP®) with 30 years in the industry, I’m well-versed in investment research, portfolio management, and financial planning. But my favorite part of my role at Princeton Global is being able to build relationships with both current and potential clients.

I enjoy working with so many different types of people and personalities, and I love being able to help them make sure their financial plans are in order. You never know what life is going to throw at you, so I help make sure you’re prepared—from creating smart financial and retirement plans to choosing the right life insurance for your family.

  • Formerly held positions at Spoor Behrins Campbell & Young Corp., Global Wealth
    Management, Wells Fargo Advisors, and Deutsche Bank
  • Certified Financial Planner™ (CFP®)
  • Hofstra University, B.A.
  • Treasurer, Hopewell YMCA
  • Treasurer, Hopewell Valley Lacrosse

Brendan McPoyle, CFP®

Partner & Wealth Manager

As a CERTIFIED FINANCIAL PLANNER™, I work with business owners, high-net-worth individuals, and hard-working professionals across the United States. Qualified in developing inclusive financial plans and comprehensive financial strategies for the last 20 years, I have worked with individuals and families to visualize their dreams and to plan for financial retirement success.

My collaborative and comprehensive wealth management approach utilizes the talents and knowledge of the Princeton Global team and each client’s trusted advisors to help increase and protect financial assets, build and secure assets for retirement, and achieve financial security and independence.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Merrimack College, B.A.
  • Five Star Wealth Manager, 2013-2018; 2020-2023
  • Board Member, Delaware County Estate Planning Council
  • Member, Irish American Business Chamber & Network

Paul Lebowitz, CFP®

Senior Wealth Manager

In my 30 years of experience, I’ve built long-lasting relationships with my clients and their families. I deeply understand their needs—and I enjoy sharing my extensive knowledge in financial planning and strategies to help grow and protect their savings. Seeing many of my clients retire successfully due to prudent financial planning and portfolio growth has been rewarding in my career.

I’ve enjoyed working closely with the Princeton Global team, which provides exemplary administrative and investment support. At the same time, I can dedicate focused time to serving our clients, which is paramount to me. I look forward to being closer to many clients and spending time with my wife, Audrey, in our new home in Florida.

  • Certified Financial Planner™ (CFP®)
  • Baruch College, B.S. and M.S.

Rob Spadaford

Wealth Manager

I view myself as a financial guide—showing clients the different routes they can take to accomplish their financial goals while sharing with them the strategies they’ll need along the way. I enjoy helping people to “get up the mountain.” But equally important to help them get down: making sure they have a steady source of income in retirement, working with them to create a long-term plan, and giving them the tools they need to build a secure future.

As a musician and artist, I love engaging with my clients to think creatively. My background varies—from life and disability insurance to annuities and pension planning to traditional asset management. I use this multifaceted experience to provide my clients clarity and peace of mind with coherent advice and actionable plans.

  • Retirement Benefits Specialist, AXA
  • Accredited Investment Fiduciary®
  • Syracuse University, B.S.
  • Bucks County Artisan & Musician

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