THE JUNTO
WEALTH
TEAM
the JUNTO WEALTH TEAM
The greatest satisfaction in life comes from helping others to fulfill their potential — and the people who surround us will do the same — and we will witness a new spirit of collaboration.
R. Scott Pulsifer, CFA, CFP®
Managing Partner, Financial Life Planner
Career Highlights: I have 25 years of experience helping private clients. I love doing this.
I learned the term financial planning at the library before it became everyday speech. This idea captivated me. I wanted to help individuals and become an expert in various financial matters.
I left my New York City internship at Merrill Lynch to join an independent firm in New Jersey, where I helped corporate executives and their families with financial planning. It was a great opportunity; I became a financial planner early in my career.
I was recruited to Washington, D.C., where I developed technical solutions at Ernst & Young, LLP. There, I created financial models to help my clients answer questions like, In what shape is my financial future? When can I retire? It required extensive coding to pioneer this. The firm adopted my solution nationwide to help all the other advisors with their clients. Very rewarding and challenging, but the music stopped when the firm started promoting tax shelters and I saw senior partners go to jail. Fortunately, I knew better, and I didn’t promote any schemes.
Then I relocated to Washington, D.C. to join the largest branch of Morgan Stanley. There, I developed my entrepreneurial spirit as a Wealth Advisor. I became informed of the role of big money center banks and their financial systems, achieving top growth marks and training privileges. Along this journey, I discovered that my personality and philosophical approach to service were more personalized and comprehensive. In other words, I value advice over products. With this experience and realization, plus the welcome opportunity to unite our families near Philadelphia, I returned, full circle, to independent financial planning. Here, I founded Junto Wealth to help my clients achieve a rewarding life. I love doing this!
Community Involvement: I serve on the Education Committee of the Financial Planning Association’s Philadelphia Area Chapter. I am a member of the Estate Planning Council of Philadelphia, and, more importantly, I serve as a youth sports coach to my son’s and daughters’ teams.
Personal Pursuits: I live near Philadelphia with my wife, Kami, three growing children, and our dog, Millie. I remain active with fitness, preferring squash and basketball to distract from actually exercising. I read a ton, dabble in creative writing, and enjoy traveling to warm weather locations that offer cheaper prices.
Fun Fact: As a child, I was rescued by a KGB Russian agent. Full story available upon request.
Kevin Harper, MBA
Chief Investment Officer
Career Highlights: I have over 20 years of experience, including nine years working for and investing on behalf of leading Ivy League endowments.
I have also served as the lead portfolio manager for a multi-family office and as an advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. I am a University of Pennsylvania, Wharton undergrad and MBA.
Community Involvement: I am active with the first troop, Philadelphia City Cavalry — America’s oldest active cavalry unit.
Personal Pursuits: I live near Philadelphia with my wife, Nina, and two young daughters.
Fun Fact: I received my letter of recommendation into UPenn’s Wharton school from David Swenson, famed manager of Yale’s Endowment fund.
Erich Yost, CFA
Lead Advisor
Career Highlights: I’ve really enjoyed guiding wealthy families through the many challenges that come with growing and preserving their wealth over the past 13 years.
I like helping people. Whether it’s a good friend or a stranger, I’ve always enjoyed lending a hand to others. Combined with my interest in investing, I’ve made it my lifelong mission to help people navigate the endless complexities of managing their wealth.
For more than a decade, I’ve worked directly with families to grow, preserve and utilize their generational wealth for the betterment of their communities. Previously, I was employed by a large multi-family office called Veritable (acquired by Pathstone) where my small client-facing team managed over 50 individual client relationships and $2.5B of assets. We crafted and managed investment portfolios to meet a wide range of goals for complex client estate structures. We also specialized in the selection and diligence of investment managers.
While I entered this business with the mindset of an analytical investor, I quickly found that I enjoy the people side of the business even more. There’s no better feeling than discovering what is keeping people up at night and seeing the transformation when that burden has finally been lifted.
I slowly began to realize that there’s more to wealth management than investments and after meeting Scott and learning more about his approach, I became convinced that there’s a better way to serve clients. That is to prioritize our clients’ problems and focus on broad financial planning advice versus investment solutions. In an era of widespread industry consolidation, I also believe dedication to an independent business model free of third party investors will serve clients best.
That is why I’m excited to join Scott and his team at Junto to improve the lives of our clients!
Community Involvement: I serve as a board member of two local non-profit organizations, Teacher’s Teammates and Youth Development United, and have a particular interest in helping to provide opportunities for the children in my community to live healthy and fulfilling lives.
Personal Pursuits: I live in a suburb of Philadelphia with my wife, young son and rescue dog. When I’m not helping clients, I’m often chasing down my energetic son, staying fit with weights and cardio or enjoying the great outdoors.
Fun Fact: I’ve been brewing my own beer for over a decade.
Stephanie DiSabello
Director of Client Service
Career Highlights: I have 16 years of experience in our industry helping clients. I joined Junto Wealth in 2015 because I was interested in the wider field of service offerings. I knew it would expand my capabilities and deepen my client friendships.
I manage projects, ever-chasing progress. Previously, I designed the process landscape to efficiently run one of the biggest advisor teams at Morgan Stanley. And I drew experience from my earlier role at UBS. I am taking on the “tax man,” streamlining his demands on all of us. And I am currently pursuing life planning initiatives.
Personal Pursuits: I am married with two small kids and two abnormally large golden retrievers. In my free time, I enjoy practicing yoga and running to keep up.
Fun Fact: Though not a fan of the water, I was engaged on the shores of St. John, U.S. Virgin Islands and then married at Captiva, Florida. I attended both events without a life jacket.
Chand Pattela
Financial Controller
Career Highlights: Joining Junto Wealth in 2014 marked the beginning of an exciting new chapter after a fulfilling 25-year career in the restaurant industry. Throughout my journey, I developed invaluable customer service, teamwork, and stress management skills.
At Junto Wealth, I've maintained the same level of dedication and commitment to hard work that characterized my previous career. Ensuring exceptional service and comprehensive financial management for our clients remains my top priority.
Personal Pursuits: Born and raised in the suburbs of Philadelphia, I'm often found at a Philly sporting event, a dive bar playing pool, or dining at one of the city's top steakhouses.
Favorite Quote: "Well done is better than well said." - Benjamin Franklin
Kim Angstadt
Client Service Associate
Career Highlights: Before joining our team in 2017, I worked in the fitness and recreation industry. Upon completion of my bachelor’s degree, I coached a Division-III field hockey program.
Community Involvement: I am an active member of my church. I continue coaching field hockey, working with all ages in various leagues, camps, and clinics.
Personal Pursuits: I live outside Philadelphia. I am active in fitness, including running, Crossfit, and aerobic classes. I have a passion for all kinds of travel and I am always looking to check that next thing off my “bucket list.”
Margo Richardson
Client Service Associate
Career Highlights: After graduating with my bachelor's degree in Fine Arts, I worked a variety of compliance and administrative positions, searching for the best job that would let me combine my creative and organizational sides.
Personal financial planning includes many different projects, so my organizational skills as a process manager are proving to be valuable and appreciated.
Personal Pursuits: I love creating art and storytelling, especially thought writing. I also enjoy spending my free time reading a good book with my cat nearby.
Fun Fact: I've visited Mount Rushmore over 20 times, part of the perks of growing up only 30 minutes away.
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