April 10, 2009

‘Tea Party’ planned for tax day in Kennett

Ross Causey is fed up and frustrated over the current economic and political condition in the country. And to vent that frustration Causey is planning a protest of sorts, rooted in America’s history.

He’s planning a “ Tea Party”  – the name taken from the famous 1773 Boston Tea Party — for tax day, April 15 between 4:30 and 6 p.m. at State and Union streets in Kennett Square.

“They started it,” Causey said of the 1773 group that threw tea into Boston Harbor, “and we’re going to continue the tradition.”

Causey, a 51-year-old landscaper from Kennett Square, has no idea how many people will attend the event, but added it’s not affiliated with any political party, philosophy, or movement.

He describes himself as someone who votes, but is otherwise, apolitical. Causey was emphatic when asked whether the Tea Party was affiliated with any political party or philosophy.

“No, none whatsoever. … This is very grassroots. I’ve never done anything like this before. I’ve never been politically very active. I pay attention to [politics] and I voted in every election I’ve been able to, but this is not affiliated with any political party, and I blame much of what’s been going on to the two primary political parties, both the Republicans and Democrats.”

Causey said it might be time for one of the lesser parties to get some deserved recognition, but is uncertain of how well a third party might do come election time.

“I don’t know if a third party can get much traction right now in terms of votes,”  he said.

Though the event is scheduled for the tax-filing deadline, the tea party is not just about taxes, he said.

“It’s all about economics and the political situation in our country, but yes, some of this is tax oriented. Primarily it’s about the mortgaging of our children’s future,” said Causey. “There are generations yet to be born that are going to be paying for the trillions and trillions of dollars that are being committed today. And in my opinion, I feel that if we don’t stand up and say, ‘This is wrong, stop the madness,’ then our grandchildren will be complaining, ‘Why didn’t you do anything at the time?’ It’s literally a millstone around our neck now. We have to stand up. We have to wake up the rest of the community that may not be aware of what’s going on in Washington as to the literal mortgaging of our futures.”

What he hopes to accomplish is to vent some frustration, but also to get other people aware of the implications of government actions. He said he questions whether three quarters of the population understands what’s going on.

He blames the news media for much of that lack of understanding.

“I know that when I pay attention to the media, whether it is TV, newspaper, or magazine the news seems to get reported in a very slanted way that doesn’t appear to be the truth.”

That slant, he said, has nothing to do with a liberal or conservative bias. He said he heard a phrase, “In 2008, journalism died.” And he believes that statement.

He doesn’t expect many people to turn out for the tea party and admits it may come down to only he and his wife. But, he has contacted many people, family, friends and colleagues and said the response has been remarkable.

“ Everyone has been very receptive to it.”

About Rich Schwartzman

Rich Schwartzman has been reporting on events in the greater Chadds Ford area since September 2001 when he became the founding editor of The Chadds Ford Post. In April 2009 he became managing editor of ChaddsFordLive. He is also an award-winning photographer.

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Barrar angry PHMC never contacted him about battlefield park

State Rep. Stephen Barrar said he’s upset with the Pennsylvania Historical and Museum Commission for not contacting him about the possibility of PHMC relinquishing responsibility for the Brandywine Battlefield Park in Chadds Ford.

It was reported in March that a state study suggests PHMC stop administering the park and turn it over to the township. PHMC is scheduled to vote on the recommendation in June. Several other historic facilities are also in jeopardy because of $1.8 million in proposed state budget cuts.

Barrar, R-160, of Boothwyn said he learned about the situation after reading about it in the Philadelphia Inquirer.

“I was very angry with the commission for not notifying the representatives of the districts where they’re [planning] to shut down a battlefield. … I was really furious,” Barrar said during a town hall meeting he held in Chadds Ford April 2.

Not only are Chadds Ford and the park within the 160th legislative district, but Barrar is the Republican chairman of the Tourism and Recreational Development Commission.

He said that his Democratic Party counterpart, state Rep. Thaddeus Kirkland, D-159 of Chester was also left out of the loop.

Tourism is one of the three largest industries in the commonwealth along with agriculture and manufacturing.

Barrar said he and Kirkland have “a vested interest in what happens,” and that they would do everything to try to reinstate the money to keep Brandywine Battlefield Park and others from closing.

“If tourism is your biggest industry in the commonwealth, the biggest money maker, why would you shut down tourist attractions? You wonder, has lunacy taken over state government,” Barrar said.

He added, though, that he thinks it’s a game played by all governors, even Republican Gov. Tom Ridge when he was in office.

Barrar explained that all governors negotiate back and forth with the legislature at budget time.

“The game that the governor plays with the budget is that he will zero out a line item in the budget that he knows the legislators will fight to get back in. And then his argument will be that if we go back and say we want the $1.8 million reinstated for the battlefield and other attractions, then the governor will say ‘I’ll agree to put the money back in for the legislator, but I’ll need to get another $1.8 million someplace else,’” Barrar said.

He repeated that all governors do the same thing, including Gov. Ridge but that, “The only difference was that when Gov. Ridge was here we were having $900 million surpluses, not deficits that we’re having today.

Barrar said the goal would be to keep the park a state facility, and that one of the advantages is that the park is in the district of the second most powerful state senator, Dominic Pileggi, R-9, of Chester.

Prior to the meeting Barrar said, “Sen. Pileggi and I are not going to let the park close.”

According to Leslie Lobb Fredericks of Pileggi’s staff, the senator would not be making any public comment on the situation until after a May 7 public hearing.

That hearing, she said, will be held at Turners’ Mill, Chadds Ford’s township building on Ring Road at Route 1, right across the street from the battlefield park. The hearing scheduled to run from 9:30 to 11:30 a.m. May7 is a Thursday.

About Rich Schwartzman

Rich Schwartzman has been reporting on events in the greater Chadds Ford area since September 2001 when he became the founding editor of The Chadds Ford Post. In April 2009 he became managing editor of ChaddsFordLive. He is also an award-winning photographer.

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Tree crashes into Pennsbury Township home

Some stories begin with the line, “ A funny thing happened…” But, for Jim and Lula Mae Sears, the word funny should probably be replaced with the word lucky.

A lucky thing happened April 4 while Jim Sears was walking to his garage. A tree fell onto the couple’s Pennsbury Township house. What’s good for the Sears is that there were no injuries, just some damage to the roof.

Lula Mae Sears was not home at the time, and she says that was good since she could have easily been cross stitching in the bedroom near the sliding glass doors to the deck, one of the areas where the tree hit.

“ You’d have to pick me off the ceiling had I been there,” she said.

Jim Sears said he was walking to the garage when he heard a noise.

“ Living here, you know the sound of a tree when it’s about to fall,” he said.

He turned in time to see the big tree snapping near its base and come crashing down onto the home on Pocopson Road.

With no one hurt and the home structurally sound, all that Jim Sears had to do was call the tree service and his insurance agent. He said the insurance agent gave him a claim number right away.

While there was wind that day, the wind was only partly responsible, Jim Sears said. The tree trunk broke along a diseased area, an area they normally don’t see.

About Rich Schwartzman

Rich Schwartzman has been reporting on events in the greater Chadds Ford area since September 2001 when he became the founding editor of The Chadds Ford Post. In April 2009 he became managing editor of ChaddsFordLive. He is also an award-winning photographer.

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Mind Matters — The Process of Living

Lately I’ve been reading the Jungian analyst James Hollis’ latest book, “What Matters Most” and also the Buddhist teacher Pema Chodron’s “When Things Fall Apart.” Apt reading for the New Year, I would say. Not books that give pat answers or easy solutions. Carl Jung, the psychoanalyst contemporary with and colleague of Sigmund Freud, would have said we don’t solve our problems, we outgrow them.

Outgrowing our problems is different than avoiding or ignoring them. A child’s developmentally growing taller and out of her clothes is not a forced effort, but it is a change over time that is experienced. True, it is nigh on impossible to run away from our childhood growth spurts out of our own shoes. However, as adults, we similarly need to continue experiencing growth and to evolve psychologically — outgrowing our old psychological shoes, so to speak.

We may think as adults that we’re done with psychological change, we’re unable to change. In fact, we’re always changing, always in flux and process, if not one way, then another. “Set in our ways” doesn’t mean we’re exactly like we were; it may mean we’re putting all our energy into fighting ourselves — treading water in the same place rather than swimming in the flow of life.

We all have life themes — call them scripts — that we learn in childhood. Our families of origin bequeath us these themes unwritten, unbidden. Our parents don’t tack the family mythology on the refrigerator. We don’t read them aloud everyday off the breakfast cereal box. But we inherit a script — a mythology, i.e., a family narrative of who we are and what life is — anyway. Our family of origin creates a milieu in which we develop our themes for life. And then it becomes our task for the rest of our lives to outgrow the script we’ve memorized so well.

The caterpillar may think it’s a caterpillar in that cocoon. In order to be able to become a butterfly with room to fly, it actually must struggle and chafe against the hole that it makes to break out. Likewise, we need to experience some struggle in our lives in order to break out of and away from old family scripts. The caterpillar needs to leave his comfort zone and so do we.
Both Pema Chodron and James Hollis note how we need to become psychologically uncomfortable and face the fears of our own unknowns. What is it about ourselves that we are afraid to face? What prejudices? What outmoded ways of thinking do we need to change? What family script is no longer “us”? James Hollis notes, “The meaning of our life will be found precisely in our capacity to achieve as much of it as possible beyond those bounds fear would set for us.”

Fear is a natural part of life. Pema Chodron tells us that embarking on our spiritual journey is like getting into a tiny boat and casting off into the ocean to discover unknown places. Eventually we encounter fear. “Like all explorers, we are drawn to discover unknown places. Eventually, we encounter fear. Like all explorers, we are drawn to discover what’s waiting out there without knowing yet if we have the courage to face it.”
Chodron reminds us that fear is universal. She describes: “we wade in the tidal pools and put our finger near the soft open bodies of anemones and they close up. Everything spontaneously does that. It’s not a terrible thing that we feel fear when faced with the unknown. It is part of being alive, something we all share. We react against the possibility of loneliness, of death, of not having anything to hold onto.”
And yet letting go and casting off into our psychological unknowns and out of our comfort zone (which is often also our “discomfort” zone) is what we need to “do” in order to become more fully human “beings.”

Casting off into this unknown sea means facing our fears, feeling our feelings, not running away or ignoring the uncomfortable parts of our lives. This takes courage, but it also takes tenderness—we need to be gentle with ourselves. Pema Chodron focuses on our need for loving kindness towards oneself—“the awakening of a fearlessly compassionate attitude toward our own pain and that of others.”

Perhaps we can be kinder to ourselves and others on this awakening journey if we consider, as Hollis does, that we are all “verbs,” not “nouns.” In other words, none of us is a finished product, a done deal. Constantly in process, we are indeed outgrowing our own shoes. Perhaps that is, pardon the pun, our soulful journey!

• Kayta Curzie Gajdos holds a doctorate in counseling psychology and is in private practice in Chadds Ford, Pennsylvania. She welcomes comments at MindMatters@DrGajdos.com or (610)388-2888. Past columns are posted to http://www.DrGajdos.com/Articles.

About Kayta Gajdos

Dr. Kathleen Curzie Gajdos ("Kayta") is a licensed psychologist (Pennsylvania and Delaware) who has worked with individuals, couples, and families with a spectrum of problems. She has experience and training in the fields of alcohol and drug addictions, hypnosis, family therapy, Jungian theory, Gestalt therapy, EMDR, and bereavement. Dr. Gajdos developed a private practice in the Pittsburgh area, and was affiliated with the Family Therapy Institute of Western Psychiatric Institute and Clinic, having written numerous articles for the Family Therapy Newsletter there. She has published in the American Psychological Association Bulletin, the Family Psychologist, and in the Swedenborgian publications, Chrysalis and The Messenger. Dr. Gajdos has taught at the college level, most recently for West Chester University and Wilmington College, and has served as field faculty for Vermont College of Norwich University the Union Institute's Center for Distance Learning, Cincinnati, Ohio. She has also served as consulting psychologist to the Irene Stacy Community MH/MR Center in Western Pennsylvania where she supervised psychologists in training. Currently active in disaster relief, Dr. Gajdos serves with the American Red Cross and participated in Hurricane Katrina relief efforts as a member of teams from the Department of Health and Human Services' Substance Abuse and Mental Health Services Administration.Now living in Chadds Ford, in the Brandywine Valley of eastern Pennsylvania, Dr. Gajdos combines her private practice working with individuals, couples and families, with leading workshops on such topics as grief and healing, the impact of multigenerational grief and trauma shame, the shadow and self, Women Who Run with the Wolves, motherless daughters, and mediation and relaxation. Each year at Temenos Retreat Center in West Chester, PA she leads a griefs of birthing ritual for those who have suffered losses of procreation (abortions, miscarriages, infertility, etc.); she also holds yearly A Day of Re-Collection at Temenos.Dr. Gajdos holds Master's degrees in both philosophy and clinical psychology and received her Ph.D. in counseling at the University of Pittsburgh. Among her professional affiliations, she includes having been a founding member and board member of the C.G. Jung Educational Center of Pittsburgh, as well as being listed in Who's Who of American Women. Currently, she is a member of the American Psychological Association, The Pennsylvania Psychological Association, the Delaware Psychological Association, the American Family Therapy Academy, The Association for Death Education and Counseling, and the Delaware County Mental Health and Mental Retardation Board. Woven into her professional career are Dr. Gajdos' pursuits of dancing, singing, and writing poetry.

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Blogging Along the Brandywine

My Mother used to read from A.A. Milne to my sister and me. Christopher Robin would often refer to Winnie the Pooh as a “bear of very little brain”.

I often feel that way too.

When I was asked to write for Chadds Ford Live, I was advised to open a separate e-mail account to go with this blog. Another e-mail account?

I have an account at work for business communications and one at home for friends. I am also on the Sanderson Museum web-based communication site for board members to share information, work files, messages and comments.

Recently an old friend wanted me to join her Facebook list. From experience I knew it would just give her another opportunity to send more photos of her precious, adorable grandchild. So I politely declined and replied only, “Let’s keep in touch through old-fashioned e-mail. Luv, Sally ”

A few weeks ago another friend e-mailed an invitation to join her Twitter account where the basic question is, “What are you doing?” What am I doing? …I’m busy working and I don’t have time to answer your tweet about what I’m doing.  So again, I politely declined and replied, “Let’s keep in touch through…”

I instantly delete e-mails from three friends and two distant relatives -the ones where the subject is prefaced by “ Fw: fw: Re: re: re: re:.” I know if I open it, there will be pictures of darling chubby cheeked cherubs, Valentine hearts, bouquets of daisies or American flags.

The message invariably tells me I am a special person and if I forward this message to nine friends within seven minutes I will receive a blessing in the next 24 hours. If I break the chain, something catastrophic will befall me.

I‘m glad my welfare is so important to them.

When I was writing my masters thesis in 1977, my research data was run on computers with infinitely less power and memory than the one now on my desk. They were the size of large cargo shipping crates and were kept in a cold room to prevent over-heating.

I first experienced the forerunner of the “modern” PC when I was teaching in the mid 1980’s. The teacher gave the faculty evening workshops in a small classroom full of Macintosh Apple IIe’s  to introduce us to what she was teaching the 6-9th  graders.

And yet one evening last month I still found myself on the phone to “1-800- Dear God in Heaven — Help Me DELL Support” almost in tears as my anti-virus program had expired and was running fake virus checks assuring me that all was fine. But now my computer was “infected” with a clone/spy virus. So the tech took control, “cleaned-up” my computer and installed a new anti-virus program from half-way around the world. But just in case, I called my bank, cancelled my current credit card account and got a new number.  

I went into my favorite Chadds Ford mega pharmacy the other day to get a new 2GB USB drive to back up some files. I knew who to ask…the 17 year old kid behind the check-out counter.

About Sally Denk Hoey

Sally Denk Hoey, is a Gemini - one part music and one part history. She holds a masters degree cum laude from the School of Music at West Chester University. She taught 14 years in both public and private school. Her CD "Bard of the Brandywine" was critically received during her almost 30 years as a folk singer. She currently cantors masses at St Agnes Church in West Chester where she also performs with the select Motet Choir. A recognized historian, Sally serves as a judge-captain for the south-east Pennsylvania regionals of the National History Day Competition. She has served as president of the Brandywine Battlefield Park Associates as well as the Sanderson Museum in Chadds Ford where she now curates the violin collection. Sally re-enacted with the 43rd Regiment of Foot and the 2nd Pennsylvania Regiment for 19 years where she interpreted the role of a campfollower at encampments in Valley Forge, Williamsburg, Va., Monmouth, N.J. and Lexington and Concord, Mass. Sally is married to her college classmate, Thomas Hoey, otherwise known as "Mr. Sousa.”

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Sign on to good sign laws

It’s somewhat ironic that the issue of signs has popped up in two neighboring townships at the same time. The concrete situations are different, but the concept behind the questions remains the same.

In Chadds Ford the issue is over businesses trying to stay alive. In Pennsbury it’s about an elementary school wanting to crow about a national award.

The U.S. Department of Education named Chadds Ford Elementary School a National Blue Ribon School of Excellence last year when students scored well on national exams. It was part of the No Child Left Behind program.

Students, faculty, staff and members of the Unionville-Chadds Ford School District were understandably overjoyed. They and members of the Unionville-Chadds ford Education Foundation wanted to crow about the achievement. So the foundation paid for a sign that was erected on school property along Route 1 near the already existing school sign.

The sign went up in January, with the idea that it would be up for the remainder of the school year and the beginning of the next. But was only there for a few weeks when the Pennsbury code enforcement officer advised the school that the sign had to come down because it violated the township zoning code. And, according to school Superintendent Sharon Parker, the sign could not be displayed anywhere on school property. In order to get the sign put back, a variance is needed from the Zoning Hearing Board.

Dr. Parker asked the supervisors to waive that requirement or, at least, waive the $700 hearing fee. Her request was not granted.

That is actually as it should be. As ludicrous as it sounds, making the school adhere to township codes even for something like this, is the correct decision. For the supervisors to waive requirements for the school, they would have to do the same for every other person, business and organization in Pennsbury. Equality under the law is paramount. Without that, things disolve into special privilege.

What is most heartening, however, is that residents in the township are financing the hearing. Several people have promised to pay something toward the cost and one person, Dr. Parker said, has personally assured the foundation that the fee would be coverd.

Neighbors helping neighbors—what  a concept. A superb solution.

The Chadds Ford situation is a little different. A lack of signage for businesses could be financially ruinous. If customers can’t find the business, the business loses money and risk going belly up.

Members of the Chadds Ford Business Association want the township supervisors to modify the ordinances to allow for more temporary signs – especially for new businesses — and for recurring events.

It appears that the supervisors understand the situation and are willing to make necessary changes once they get  a better feel for what the businesses need.

There are those within the township who may object, but allowing for the extra signage, especially in the current economic climate, is better than “Going out of Business” signs followed by vacant store fronts and deserted parking lots.

About CFLive Staff

See Contributors Page https://chaddsfordlive.com/writers/

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Business association expo a huge success

Business association expo a huge success

Seventeen businesses took part in a special business expo put on by the Chadds Ford Business Association last week at the Hampton Inn on Route 1 in Concordville.

The April 2 luncheon drew a total 43 attendees, roughly twice the number of people who usually attend the CFBA monthly meetings.

Loretta Pitts, of Fulton Bank, is a member of the CFBA Board of Directors and one of the coordinators of the expo. She said the idea behind the special event was to further the group’s mission of having members help other members.

She said that while members have been attending lunches together for years, there are still some who don’t know what others do. The reason for that, she said, is because of individual workloads.

“We’re too busy in our own businesses, taking care of what we’re doing and our jobs in a daily routine. But when we need a service outside of our box it would be very nice to use somebody that is in the local community, [somebody] that offers the service. And we have quite a variety, quite a range,” Pitts said. “We need to get better acquainted so we can use each other when we need to.”

Bill Bunch, owner of William Bunch Action House, said the expo was much needed.

“It’s important for businesses in the Chadds Ford community to come together and talk about problems that we have in common,” Bunch said. “It’s very important that we get together like this not only to make each other aware of the businesses and services and products that we all offer to the public in general, but how we can help each other.”

Association president Jim Leader, of Leader Sunoco in the village of Chadds Ford, said he wanted the expo to be an annual event and Randi Penfil, of First Keystone Bank who helped coordinate the event with Pitts, said she couldn’t agree more, that it deserves to happen every year.

“There were a lot of people who came in who wanted a table and because we had already given out the spots we could not [accommodate them] so I believe it will be an annual event to allow more members to display there business,” Penfil said.

For the sake of full disclosure, ChaddsFordLive.com is a member of the Chadds Ford Business Association and did display at the expo.

About Rich Schwartzman

Rich Schwartzman has been reporting on events in the greater Chadds Ford area since September 2001 when he became the founding editor of The Chadds Ford Post. In April 2009 he became managing editor of ChaddsFordLive. He is also an award-winning photographer.

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Know Your Finances

It’s been a long, tough, slog of a market. Last year was depressing, with a capital D, as the broad market as measured by the S&P 500 lost 37 percent, the second worst annual decline ever (the worst was in 1931 with a decline of 44percent). This year so far hasn’t been any great shakes either, but at least we have rallied significantly off of the March 9 lows. It is worth noting that during the last 80 years there have been 24 down years and 56 up years. That means that 70 percent of the time markets go up!

Comforting as that percentage may be, never forget that stock valuation is always critical when you buy stocks. There are times when entire asset categories are a compelling buy and times when they should be avoided. When stocks overall appear cheap, there will still always be stocks to avoid and stocks to invest in. My mantra as an investor for more than 20 years now has always been: Valuation, diversification, and patience!

Unfortunately, it’s difficult for the average Joe who is not spending hours each day happily scrutinizing financial statements and 10K reports, to get their arms around value. Mutual Funds and Exchange Traded Funds help investors to at least diversify, and they usually are quite liquid, but don’t ever think that every fund manager is a talented stock picker. Also, mutual and exchange traded funds are not customized for a particular investor’s unique tax and risk tolerance framework.

If you need help, hire a professional advisor who will act as your investment fiduciary to protect and grow your assets at the lowest cost. I know it’s scary to trust someone — steer clear of men named Madoff — but a starting point is to ask your friends for a referral and check out some guidelines for choosing an advisor by going to the Financial Industry Regulatory webpage, www.finra.org. They have an excellent section on Selecting Investment Professionals. I will talk more about the differences between brokers and planners and advisors down the road.

So, what was the recipe for the financial mess we’ve been in for more than a year now? We started with a base of unnaturally low interest rates after the tech bubble and decades of unchecked growth of debt. Then we built a more recent layer of lack of due diligence by mortgage brokers, lenders, and investors, which created billions of dollars of untenable loans. Finally, the icing on this not very tasty cake was deficient oversight by credit-rating agencies and an enormous growth in complex derivative financial products that multiplied the risks exponentially.

The financial industry pendulum will surely swing towards clarity, simplicity, and accountability. Fear not, our economy and markets will recover. There are many strong and viable and undervalued companies to invest in. Don’t follow the herd! If you are a long-term investor, be conservative and only buy quality stocks and bonds, but do invest. Bonds and CDs will not be the best investments if interest rates rise from current levels. And remember every asset class has its valuation cycles. The best thing to do is to diversify your money, buy quality assets, understand what you are buying, and avoid hidden and costly fees. Say ”No,” to hedge funds, variable annuities (though we definitely like fixed income annuities for certain investors and situations), and derivatives, and avoid financial professionals who get paid by the investment products they buy for you (I call these people “product pushers;” they do not act as an investment fiduciary.)

I will be writing about a variety of financial topics: economic issues, retirement plan rules, tax savings techniques, industry laws, local stocks of interest, interesting mergers, etc. I envision this column to be educational and useful to many of you. I hope you will participate and help me to make it your column!

Please submit your questions to: ellen@ascendcapmgt.com. And write “Chadds Ford Live” in the subject line. I look forward to receiving your questions and look forward to growing and learning with you through this column.

• Ellen Le is the founder and president of Ascend Capital Management (www.ascendcapmgt.com). She has been a financial planner and investment advisor for more than 20 years.

About Ellen Le

Ellen is the Founder and President of Ascend Investment Management. She was born in Philadelphia and has lived in the Delaware Valley for most of her life. When she is not researching investments and managing portfolios, she pursues her interests in tennis, bridge, hiking and art. Beginning her investment career in 1981 as a stockbroker at E.F. Hutton and Co., Ellen now has over 20 years of investment management experience. Prior to founding Ascend in 2006, she managed high net worth assets for many years at Bank of America, Mellon Bank, and most recently at Davidson Capital Management. At Davidson Capital Management, Ellen served as a Senior Vice President and Senior Portfolio Manager of the firm. She managed assets for more than 50 family relationships and was a core member of the firm’s Investment Committee.Ellen earned a BA in History from Brown University and a MBA in Finance & Investments from The George Washington University. She is a member in good standing of the Chartered Financial Analyst (CFA) Institute, which is a global organization dedicated to setting a high ethical standard for the investment profession. Her professional memberships include the Delaware County Estate Planning Council, Women Enhancing Business (WEB), and the Chadds Ford Business Association. She is a docent with the Delaware Art Museum and an active volunteer with the Brown University Alumni Association.

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