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Matthew Gavel promoted to Senior Portfolio Manager

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We’re proud to share that Domani Wealth has promoted Matthew M. Gavel, CFA®, to Senior Portfolio Manager.

With more than 15 years of experience, Gavel has been with Domani Wealth since 2013. He is a leader in the firm’s investment strategy group, where he specializes in investment due diligence and portfolio management, including the creation, implementation, and trading of sophisticated portfolio strategies. Gavel particularly excels at analyzing existing and potential new clients’ investments, providing oversight to recommended strategies that can help them meet their financial goals. On a daily basis he monitors the economy, financial markets, and clients’ portfolios, providing relevant commentary throughout the firm.

“This promotion shows Matt’s dedication and expertise,” said Angela R. Berkosky, CFA®, partner and chief investment officer with the firm. “He has long been a leader at Domani and we’re glad he’s moving forward with this promotion.”

Gavel is a Chartered Financial Analyst and has a bachelor’s degree in finance from Eastern Nazarene College. He resides in York County.

Important Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.

PLEASE SEE ADDITIONAL IMPORTANT DISCLOSURE INFORMATION

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