A Committed Team
Our approach isn't easy. At The Wiley Group,
it has meant investment in technology, research and the best people
in the business.
Jim Wiley
CEO, Chief Investment Strategist
Over a 25-year career in financial services, Jim Wiley has seen
enough bull markets and bear markets to know how to guide clients
through the most turbulent times.
He is a cum laude graduate of Dickinson College with a B.A. in
political science. He has both Series 6 and 7 licenses and is a
graduate of the Wharton Executive Education Program.
He chose to establish The Wiley Group as an independent Registered
Investment Advisor because he believes in the mandate to do
what's best for the client unbound by the need to lead them toward
proprietary investments.
Wiley is the married father of three sons and is active in
service to his community, including his position on the advisory
board of the Caron Foundation.
Edgar Lambert III
Chartered Retirement Planning
CounselorSM, Economic Analyst
Ed Lambert spends his days thinking about retirement - your
retirement.
At The Wiley Group, Lambert is a specialist in pre-retirement
and early retirement planning. As part of his duties, he conducts
and monitors investment and retirement feasibility analyses matched
to current and future economic trends.
He is a graduate of Ursinus College with a B.A. in economics and
has Series 7, 31 and 66 licenses.
Lambert came to Morgan Stanley in 2001 and his commitment to
outstanding customer service has advanced the regional reputation
of The Wiley Group with investors who demand careful, dedicated
retirement planning.
Alexander F. Cabot
Quantitative Analyst
Alex Cabot knows numbers and, more important, he knows how to
put them to work for clients of The Wiley Group.
He joined The Wiley Group in 2008 and he is responsible for
statistical analysis, balancing accounts, performance reporting and
quantitative risk analysis.
Alex combines a background in banking and investments with a
diverse education that includes a B.A. from Washington University
in classical literature and physics. He is married, a new father
and active in charitable work for the Shriners Hospital for
Children.
Bernadette Parrish
Chief Operations Officer, Chief Compliance
Officer
The clients know her as 'Bern'. She's the first person they hear
on the phone and she's the one moving every critical piece of
communications through The Wiley Group.
She started at Morgan Stanley in 1988 and has been part of The
Wiley Group since 2003, bringing the same commitment to client
service that she brought to students as a kindergarten and third
grade teacher.
She is a graduate of LaSalle University with a B.A. in history
and is the mother of a teenage son.
Marianne Scott
Operations Manager
Marianne manages client relationships at The Wiley Group from an
operations perspective, no small task in a business dependent on
compliance and committed to customer service.
Her career spans more than 20 years and she has earned both
Series 7 and Series 63 licenses. She's been a member of The Wiley
Group since 2008.
She and her family are active in their community.
