WhartonHill Investment Advisors is privately-owned, allowing us to focus on longevity of purpose, stability and objectivity with no interference.
clark stossel, CTFA - Managing partner
Clark serves as our Managing Partner and focuses his efforts on establishing standards for client engagement and the discovery of solutions to help meet the financial needs of each family with which we partner. He has been responsible for managing the wealth of clients for over a decade. Previously, Clark worked at BNY Mellon Wealth Management and Bessemer Trust, where he was part of a team responsible for founding the Denver, CO office in 2009. In these prior roles, he worked directly with select individuals and families to understand their objectives and provide sophisticated investment management, wealth transfer, and tax planning strategies. Clark received a bachelor's degree from West Virginia University and holds the Certified Trust and Financial Advisor designation. In his free time, Clark enjoys spending time outdoors with his wife and two daughters, following Pittsburgh sports teams (to the dismay of others in the office) and playing ice hockey.
tim hussar, CFA - partner, Director of investments
Tim serves as the firm's Chief Investment Officer, constructing our tactical portfolios and conducting due diligence on all underlying investments. He has managed client investments for over a decade, serving in research and trading roles at boutique investment management firms prior to joining WhartonHill. Tim graduated from Grove City College with a B.S. in Finance and is a recipient of the Chartered Financial Analyst® designation. In his spare hours, Tim enjoys spending time with his family, traveling, following Philadelphia sports teams, and working on his antique Porsche.
Sunnaret Eang, CFP® - Partner, Director of Wealth Management
Sunnaret (Sunny) serves as our Director of Wealth Management, working with clients in all aspects of financial strategy and serves on our investment committee. Previously, Sunny worked at Brown Brothers Harriman, BNY Mellon Wealth Management, and most recently at JPMorgan Private Bank where she spent the majority of her time working with clients comprising predominantly women and minority business owners. She received her Bachelor of Arts in Economics with a minor in Psychology and Labor Studies from Rutgers University in 2009, and earned her MBA, with a concentration in Finance also from Rutgers University in 2015. Sunny currently sits on the Strategic Advisory Group for Innovate Capital Growth Fund, a Philadelphia-based private equity fund focused on small and middle market minority-controlled businesses operating predominantly in the Mid-Atlantic region. She also sits on the Advisory Committee for the Rowan Innovation Venture Fund, a University-based private equity fund in Southern, New Jersey. In her spare time, Sunny enjoys international travel, playing tennis, cooking, spending time with her nieces and nephews, and practicing guitar.
Elizabeth Kent - director of client service
Elizabeth has almost 20 years of experience in client service in the financial industry. Her role as our Director of Client Services is to develop and maintain a close relationship with all clients and ensure the seamless coordination of client services and initiatives. Previously, Elizabeth worked at US Trust providing investment and client relationship support, and most recently as the Director of Operations for a single-family office. Elizabeth graduated from the College of Charleston with a BA in Spanish and a minor in Business Administration. In her free time, she enjoys spending quality time with her husband and three daughters exploring the outdoors, traveling, the arts, and sports although keeps a more neutral rooting interest than her company contemporaries.
Frank Rutan - Strategic Counsel to Partners on the investment committee
Frank founded the firm in 2008 and retired from day-to-day responsibilities in January 2020. Frank was responsible for the wealth of families for over 35 years, and currently offers strategic counsel to the Partners on the firm’s Investment Committee.