Washington Crossing Advisors, LLC (WCA) is registered as an investment adviser with the Securities and Exchange Commission. WCA is a wholly-owned subsidiary of Stifel Financial Corp., a financial services holding company whose stock is publicly-traded on the New York Stock Exchange under the symbol SF. The WCA team has been successful in helping individual and institutional investors build wealth for over 25 years.
Prior to joining Stifel, the team was responsible for macro-level investment strategy and providing guidance on asset allocation, financial markets, and economics to Ryan Beck & Company’s network of financial consultants. Today, the group continues to offer portfolio management services, advice, and guidance to Stifel’s financial advisors and clients through the firm’s Private Client Group.
Senior Portfolio Manager
Mr. Caron serves as a Senior Portfolio Manager and co-founder of Washington Crossing Advisors. He is responsible for developing and implementing the firm’s investment policies and strategies. Kevin’s experience as an analyst, strategist, and portfolio manager spans more than 25 years.
Kevin began his career as a research associate at Gruntal & Company in 1992 as a research associate. In 1994, he joined Sterling Advisors, an investment advisory unit of Gruntal & Co., as an analyst. In 1997, Kevin joined the Gruntal’s strategy team as a market strategist. During his tenure as a strategist, he was instrumental in developing and communicating the firm’s views on the economy and financial markets.
In 2002, Ryan Beck & Co. acquired Gruntal. At Ryan Beck, Kevin continued in his role as a strategist while laying the groundwork for the Washington Crossing Advisors investment program. Since Ryan Beck’s acquisition in 2007 by Stifel, Washington Crossing Advisors has grown to a multi-disciplinary investment practice with assets over $2 billion.
Kevin is a popular speaker on the market and economy-related issues and comments regularly for a variety of local and nationally syndicated media outlets. Such outlets include CNBC, PBS, Fox Business, Bloomberg, The Wall Street Journal, Reuters, Forbes, CBS Radio, and Dow Jones, among others.
Kevin earned his Bachelor’s of Science degree in Economics from Seton Hall University in 1991. He is a CFA charterholder and is a member of the New York Society of Securities Analysts. Kevin lives in Chatham, NJ, with his wife, Tara, and their two children.
Senior Portfolio Manager
Mr. Morganlander serves as a Senior Portfolio Manager and co-founder of Washington Crossing Advisors. He shares responsibility as Co-portfolio manager across each of the group’s investment advisory programs. Mr. Morganlander has held several investment advisory and analyst positions for Stifel and predecessor firms, including Ryan, Beck & Company and Gruntal & Company. He began his career in 1992 at Lehman Brothers.
Mr. Morganlander brings nearly 25 years of financial market, investment advisory, and portfolio management experience to the WCA platform. The WCA multi-disciplinary investment platform has assets over $2 billion under advisement.
Chad regularly comments on the global economy and financial markets on various media outlets, including CNBC, Dow Jones, BNN, Bloomberg, CBS radio, Fox News, The Wall Street Journal, and Reuters.
Mr. Morganlander graduated from Ramapo College, where he received his Bachelor of Arts Degree in International Business.
Mr. Battipaglia serves as a financial analyst for Stifel’s Washington Crossing Advisors program, providing thorough analysis of possible investment opportunities and supporting the daily operations of the group.
Mr. Battipaglia began his career in 2005 as an Operations analyst at SEI Investments Company and more recently was a Tax Reporting associate with Janney Montgomery Scott.
In 2005, Mr. Battipaglia earned his Bachelor of Arts Degree in Economics from Dartmouth College and, in 2011, earned his Master of Business Administration from Drexel University. Matthew lives in Doylestown, PA, with his wife, Kelly, and their daughter.
Suzanne Ashley serves as a junior analyst for Washington Crossing Advisors, an in-house advisory program offered through Stifel’s private client group, running the sales and marketing effort for the financial advisors at Stifel.
Suzanne began her career in 1988 at Manufacturers’ Hanover Trust Co. in New York City as a corporate trust officer which then led to an Institutional Fixed Income sales position at Chase Securities Inc.
Suzanne graduated from Boston College in 1988 with a Bachelor of Arts Degree in Economics and Philosophy.
Suzanne lives in Verona, NJ with her three daughters.
Stifel, the Washington Crossing Advisors team, and the entire financial services industry lost one of its most valued and recognizable figures when Joseph V. Battipaglia passed away very suddenly in 2011. Joe was the Chief Investment Officer and public face of Stifel’s Washington Crossing Advisors team, and served as market strategist for Stifel’s Private Client Group.
Joe Battipaglia was known for his calm presence and deep institutional knowledge of Wall Street, the economy, and securities markets. Joe was a man of exceptional intellect, integrity, and character. He was also an esteemed colleague, friend, and mentor of Kevin Caron and Chad Morganlander, who will continue the WCA mission serving the needs of investors.
Joe’s wisdom and experience were instrumental in developing not only Washington Crossing’s investment strategies, but also in assembling the team of talented and dedicated professionals who have long been critical to Washington Crossing’s decision-making process. Kevin Caron and Chad Morganlander worked closely with Joe for more than 20 years, including the last 10 as Portfolio Managers with day-to-day responsibility for asset allocation and security analysis and selection.