Paul G. Liebezeit, CFP®; Mr. Liebezeit is Principal and President of Centurion Asset Management, LLC. Mr. Liebezeit’s primary focus is in the role of Financial Planner and Portfolio Manager for individual and institutional relationships for the firm. With over 16 years of industry experience, he has worked with High and Ultra High net worth investors, as well as investment committees serving public and private organizations. Previous to Centurion, Mr. Liebezeit was a Portfolio Manager and Financial Advisor at Morgan Stanley & Company, Inc. He began his career at First Investors Corporation in 1994 as a registered representative and supervising manager in their Philadelphia office. Mr. Liebezeit holds a degree in Economics from The Ohio State University, and the distinction of Certified Financial Planner™. He is a Series 6, 7, 24, 31, 63, and 66 registered with LPL Financial in addition to being certified as an Investment Advisor Representative (IAR) with Centurion Asset Management, LLC, an SEC Registered Investment Advisor. He resides in the suburban Philadelphia area and his office is in Plymouth Meeting, PA.
Kevin J. Broderick, AIF; Mr. Broderick is Principal and Managing Partner of Centurion Asset Management, LLC. Prior to co-founding Centurion, he was an initial partner of Benefit Funding Services Group (BFSG), an institutional retirement plan consulting group which specializes in the design, investments, implementation and administration of 401(k), 403(b), 457, defined benefit pension plans and deferred compensation retirement plans. Prior to BFSG, Mr. Broderick held various management positions at Prudential Retirement Services in the sales and consulting division group. Mr. Broderick holds a Bachelor of Arts degree from State College of New Jersey and is Series 6 and 63 registered with LPL Financial. He resides in the suburban Philadelphia area and his office is in Plymouth Meeting, PA.
James G. Hageney, AIF; Mr. Hageney is Principal and Managing Partner of Centurion Asset Management, LLC. Prior to co-founding Centurion, Mr. Hageney was an initial partner of Sterling Investment Advisors, an investment advisory firm which specializes in the qualified and non-qualified retirement plans and wealth management. He began his career in the retirement plan business with American Financial Group, ultimately becoming their Vice President of Sales and Marketing. Mr. Hageney holds a Bachelor of Science degree from Villanova University. He is Series 6, 7, 63 and 65 registered with LPL Financial and is an Investment Advisor Representative (IAR) with Centurion Asset Management, LLC, an SEC Registered Investment Advisor. He resides in the suburban Philadelphia area and his office is in Plymouth Meeting, PA.
Beth A. Rossi, Senior Associate Client Services; Ms. Rossi interfaces with clients, custodians, and industry regulators on behalf of the firm. Her role is to create a first-class client experience for all of our private individual and institutional clients. Prior to her position at Centurion, she was a Senior Registered Client Service Associate with Morgan Stanley & Company, Inc. Ms. Rossi holds a Bachelor of Arts degree from California University of Pennsylvania and is Series 7, 63 and 66 registered with LPL Financial.