2008-10-07 01:28:00 -
- CoreStates Capital Advisors, LLC, a wealth management & institutional investment firm headquartered in Newtown, Bucks County PA., announced today the addition of Lisa Peters to their Institutional Investment Group.
Lisa was named Director of Institutional Services, a newly created position within CoreStates to support expansion efforts within their institutional group. Ms. Peters has worked in the investment management
industry for over 25 years most recently with Logan Capital Management of Ardmore, PA where she served as Managing Director. She brings extensive knowledge to CoreStates having worked with some of the nation's largest financial firms including; J.P.Morgan, PNC Bank, CoreStates Bank and First Fidelity.
At CoreStates, Peters' responsibilities will include the development of institutional relationships as well as the integration of the firm's services to institutions, non-profit organizations and investment consultants. "Lisa will solidify our position in the institutional space" commented William Spiropoulos, President and CEO of CoreStates Capital. "She has guided investment strategies for some of the areas leading institutions and has an extensive pedigree in this arena. We are proud to have her on board to support our institutional efforts".
"The institutional investor has special needs" states Peters. "There is no one size fits all solution. Customizable investment solutions which include alternatives and strategies which take a global approach to investing are key to protecting assets while at the same time giving the portfolio the maximum opportunity to grow. CoreStates brings unique portfolio solutions to the table designed with institutional needs in mind. I am excited by the opportunity and happy to be a part of the CoreStates team."
Peters' list of clients have included the healthcare industry, higher education, religious institutions, Taft-Hartley funds, Public funds, endowments, charities and foundations. Peters earned a Bachelors degree from St. Lawrence University.
CoreStates Capital Advisors, LLC is an SEC Registered Investment Advisor (RIA) with corporate offices in Newtown, Bucks County, Pennsylvania. CoreStates provides portfolio management and consulting services to institutional clients as well as investment management, wealth transfer and tax planning services to high net worth individuals. CoreStates employs proprietary asset allocation strategies for fund management using state-of-the-art technologies. www.corestates.us
CoreStates Capital Advisors, LLC
Ms. Rachael Sparrow, 267-759-5000
Media Relations Coordinator
RLS@corestates.us 
