Mr. Landman is a co-founding and controlling member of MainLine Investment Partners, LLC. Comprised of a family of businesses, MainLine Investment Partners is involved in the control, operation and/or ownership of MainLine Private Wealth, LLC, MainLine Investment Advisers, LLC, Merion Realty Partners and MainLine Securities LLC. As the chief executive principal of the first three, Mr. Landman directs all investment, management and strategic initiatives of the organization. Mr. Landman has also been a principal and senior managing director of CMS Companies for over 30 years (since 1987), and during this period, has been responsible for the investment strategy of over $2 billion in private equity and real estate capital. He is also a principal at Renovus Capital, an education-oriented SBIC; is a principal and manager of Merion Residential, a real-estate management company, and directs various corporate investments for MainLine Investment Partners.
Mr. Landman formerly served as the Chair of the Board and board member of Thomas Jefferson University System. He currently serves on numerous boards of private equity firms and portfolio companies associated with MainLine or CMS investments.
Prior to joining CMS, Mr. Landman was a partner in Reich & Landman with offices in Pittsburgh, Pennsylvania and Sarasota, Florida, with expertise in transactional corporate practices and the representation of professional athletes. Mr. Landman holds a Bachelor of Arts degree from the University of Pittsburgh and a Juris Doctor from the University of Pittsburgh School of Law.
Gary Droz currently serves as the managing director of MainLine Private Wealth, directing the strategic initiatives of the firm. He has worked in financial services for more than 30 years, advising affluent families and institutions and their respective trusts, estates, foundations, endowments and pension plans. Mr. Droz previously served as the president and managing director of Innovest Financial Management and co-founded the Senior Insurance Institute. The Institute presented educational symposia throughout southeast Florida with the goal of educating seniors and addressing advanced life insurance issues. Mr. Droz was the primary lecturer during these programs, through which he instructed hundreds of seniors on sophisticated insurance strategies over the course of 2007 and 2008. More recently, Mr. Droz has also been featured as a contributing author with ABC News. He provided expertise in the areas of investments, 401k plans and the DOL fiduciary ruling. He has also frequently served as a board member for a number of non-profit organizations that work to benefit the Pittsburgh community.
Mr. Droz has a Bachelor of Arts degree in communications from the University of Pittsburgh.
Mr. Clapper is a co-founding principal of MainLine Investment Partners, LLC. Comprised of a family of businesses, MainLine Investment Partners is involved in the control, operation and/or ownership of MainLine Private Wealth, LLC, MainLine Investment Advisers, LLC, Merion Realty Partners and MainLine Securities LLC. He serves as an executive officer for each company and assists Mr. Landman in directing investment, management and strategic initiatives of the organization. Mr. Clapper has also been an executive officer of CMS Companies since 2008, beginning his tenure as controller and chief financial officer and later becoming a principal. He is a principal and officer of Merion Residential, a real-estate management company. Prior to joining CMS, Mr. Clapper was a senior manager with Ernst & Young LLP’s assurance and advisory practice where he served the firm’s Philadelphia and New York real estate, private equity, hedge fund, banking and investment advisory clients and was an adjunct professor at Drexel University. He was a member of the American and Pennsylvania Institutes of Certified Public Accountants, and until recently, maintained his CPA license in the Commonwealth of Pennsylvania. Mr. Clapper holds a Bachelor of Science degree from Drexel University, where he graduated summa cum laude.
Mr. Mitchell is a co-founding principal of MainLine Investment Partners, LLC. Comprised of a family of businesses, MainLine Investment Partners is involved in the control, operation and/or ownership of MainLine Private Wealth, LLC, MainLine Investment Advisers, LLC, Merion Realty Partners and MainLine Securities LLC. He serves as general counsel and an executive officer for each company. Mr. Mitchell has also been an executive officer and general counsel of CMS Companies for over 30 years (since 1986). He is a principal and officer of Merion Residential, a real-estate management company.
Mr. Mitchell is a member of the Pennsylvania and New Jersey Bar Associations. He also serves on the Board of Trustees for the Walnut Street Theatre.
Prior to joining CMS, Mr. Mitchell was an attorney at Fox Rothschild LLP in Philadelphia, with expertise in corporate and securities law. Mr. Mitchell holds Bachelor of Science and Masters of Science degrees in industrial administration from Carnegie-Mellon University and a Juris Doctor degree from Harvard Law School.
Mr. Adams serves as chief financial officer of MainLine Private Wealth, LLC. He is also CFO and executive officer of various related businesses, including MainLine Investment Partners, LLC, MainLine Investment Advisers, LLC and Merion Realty Partners, managing the partnership and corporate financial teams, as well as directing the technology environment of the organization. He is a registered securities principal and principal manager of MainLine Securities, a registered broker-dealer, as well as CFO of Merion Residential, a real-estate management company. Mr. Adams has been associated with CMS Companies since 2009, beginning his tenure as a controller and later becoming CFO.
Mr. Adams is a member of the American and Pennsylvania Institutes of Certified Public Accountants and holds his CPA license in the Commonwealth of Pennsylvania.
Prior to joining CMS, Mr. Adams spent five years with the Philadelphia office of Ernst & Young LLP, where he worked with a mixture of public and private clients. He holds a Bachelor of Science degree from Clearwater Christian College.
Donna Rittershausen serves as the firm’s chief compliance officer, assisting the investment professionals in achieving the objectives of the company. She has been working in the financial services industry for more than 30 years and has specialized in SEC and FINRA regulatory compliance for the last 20 years. She has been at CMS Companies in various capacities since 1993 and is also associated with MainLine Investment Partners and its investment-related affiliates. She holds various FINRA licenses and is a registered securities principal and principal manager of MainLine Securities, a registered broker-dealer. Before joining CMS, Ms. Rittershausen worked for five years as a sales assistant for institutional money manager, Newbold’s Asset Management in Bryn Mawr, Pennsylvania. Ms. Rittershausen and her husband Robert reside in Mickleton, New Jersey with sons Robert Jr. and Ryan.
David S. Turbiner has worked in personal wealth management since 2003, providing financial advisory services to both individuals and corporate clients. His current role also involves him in nearly every aspect related to the operations and implementation of MLPW’s personal advisory services, including his position as chairman of the MainLine Private Wealth Investment Committee. Mr. Turbiner conducts financial asset and portfolio analysis, performs security trading and supervises the rest of the analyst team at MLPW. Due to his extensive knowledge of our clients’ assets, accounts and our strategies and procedures, he is often the first point-of-contact for client-based inquires and requests. Prior to working in financial services, Mr. Turbiner was an attorney in the Washington, D.C. office of Jones Day Reavis & Pogue. He holds a Bachelor of Arts from the University of Michigan, a Juris Doctor from the University of Pittsburgh, a Masters of Business Administration from the Carnegie Mellon University School of Business and is an active member of the bar in Pennsylvania and Washington, D.C. Mr. Turbiner and his wife Mary live in King of Prussia, Pennsylvania with their son Henry and daughter Marlo.
Mr. Zeltner serves as the Director of Client Development for MainLine Private Wealth, LLC. Prior to this role he worked at both Stifel Financial Corp and Merrill Lynch as a financial advisor. Eric has experience working with affluent families, business owners, and professionals managing client wealth through lifestyle planning, strategic asset management, advanced wealth transfer strategies, and philanthropic endeavors. He also plays a role in portfolio design and implementation – managing exposure to different asset classes with a concentration in private equity and alternative investments.
Eric holds both his Certified Financial Planner ™ and Certified Plan Fiduciary Advisor® designations, a Bachelor’s degree in Marketing from the University of Tampa and a Master’s degree in Business Administration from the John Sykes School of Business at the University of Tampa. He currently resides in Philadelphia and enjoys spending time with his family and playing competitive tennis and racquetball.
Joyce Huffman currently serves as the director of marketing and operations for MainLine Private Wealth. She has worked in financial services for nearly a decade in marketing and operations for the firm. Ms. Huffman is responsible for marketing programs, brand management and corporate sponsorships. She is also responsible for working collaboratively on corporate and client facing technology, monitoring performance and efficiency as well as assisting in the allocation of resources. Previously, Ms. Huffman worked extensively in higher education at Edinboro University of Pennsylvania, Pennsylvania State University and Chatham University. Ms. Huffman received her Bachelor of Arts from Allegheny College, where she graduated cum laude and Master of Arts from Edinboro University of Pennsylvania, where she graduated summa cum laude. Joyce and her husband Phillip live in Pittsburgh with their sons Kelley and Max.
Jennifer Davis currently serves as a portfolio analyst with MainLine Private Wealth. She is responsible for portfolio and investment analysis, financial planning and client reporting. Jennifer has been working in the financial services industry in various capacities for several years. Prior to joining the team she worked at FS Investments and BlackRock. Ms. Davis received her Bachelor of Science from Drexel University and is a Level III CFA Candidate. Jennifer and her fiancé Bryan live in Philadelphia, Pennsylvania.
Zach Feiner serves as a portfolio analyst for MainLine Private Wealth. He is responsible for portfolio and investment analysis, security trading, market research, and client reporting. Mr. Feiner received his bachelor’s degree in finance from Temple University. Zach currently resides in Philadelphia.
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