- Products & Services
- Knowledge Base
MoonDance Investment Advisors earns a percentage fee based on client portfolio performance. Unlike traditional stock trades, that charge per trade, We grow only as our clients' portfolios prosper.
NEW HOPE, PA, November 15, 2017 /24-7PressRelease/ -- MoonDance Investment Advisors, LLC, a registered Investment advisory firm (RIA), in New Hope and Lower Southampton, Pa., welcomes Philadelphia banker, and Reading resident, Robert K. Lockyer as our new Investment Advisor Representative.
Bob has worked in banking since graduating Magna Cum Laude from Temple University, with a business degree in Economics, and a "Certificate of Merit" for distinguished Scholarship.
Bob recently retired as President and Chief Executive Officer (CEO) of Tioga-Franklin Savings Bank, Philadelphia, a position he held since 2002. He presently remains a member of that bank's Board of Trustees, serving as Secretary and part-time consultant, assisting with regulatory reporting and other issues.
During his tenure as the bank's President, Bob supervised financial reporting, underwriting, regulatory compliance, asset/liability management, management of the bank's liquidity portfolio and expanded the bank's assets from $17 million to 33 million.
In his free time, Bob presently serves as a Deacon Emeritus at Holmesburg Baptist Church. He is a chapel speaker at the Hope Rescue Mission in Reading Pa, which helps homeless men independently transition back into the community. He serves as a Board member of the Community Care Center of Northeast, a non-profit home health care agency. He is the Treasurer and an outreach prison volunteer for Gideon International, an organization that distributes free Bibles. He is President and Treasurer of the Student Life Center, a Christian ministry, at Temple University's campus.
Bob's previous work experience includes: Vice President, Chief financial Officer (CFO) and Internal auditor of American Heritage Federal Credit Union. VP and CFO of Suburban Community Bank. VP of Bakers Northeast Savings Association, and Senior VP and CFO of First American Savings and Flagship Financial Corporation.
MoonDance Investment Advisors, LLC, is a RIA that manages a discretionary portfolio of client's assets on a management fee basis, only. The fee is a percentage based on the growth of the portfolio.
Unlike traditional Stock trades that charge a transaction fee per each trade, MoonDance Investment advisors, will grow only as each client's discretionary portfolio prospers.
For maximum client comfort and security, all client assets, managed by MoonDance Investment Advisors, are held in custody at large global investment firms with availability to private and secure online assess to their account portfolios, at will.
# # #