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VINCENT A. SCHIAVI

Vincent A. Schiavi, CFP®, CPA/PFS is the founder and President of Schiavi + Dattani, formerly Schiavi + Company, Delaware’s first fee-only financial planning firm.

Worth Magazine selected Vincent several times as one of the top financial advisors in the country, including the original list of the top 60 in 1994. Mutual Funds Magazine recognized Vincent as one of the top 100 financial planners in the country in 2002.

In 2004, Vincent received the “Friend of the Delaware Investor Award” by the State of Delaware’s Department of Justice and Securities Division. In 2005, Vincent received the coveted Business and Economics Alumni Award of Excellence from the University of Delaware for career achievement, contribution to the business field, contributions to the community and commitment to excellence.

Prior to establishing the firm in 1983, Vincent was employed by Arthur Young & Company (now Ernst & Young) and Hewlett Packard.

Vincent is a Certified Financial Planner™ Practitioner, a Certified Public Accountant and a Personal Financial Specialist. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, the Delaware Society of CPA’s and the National Association of Personal Financial Advisors (NAPFA). Vincent was one of NAPFA’s original members. The organization is now considered by many commentators to be the premier organization of fee-only financial advisors in the country.

Vincent’s previous community service includes: the Financial Literacy Committee of the Delaware Society of CPAs; volunteer coach for various youth basketball and baseball teams; service on a local school advisory board; and chairing a school’s development and investment committees.

Vincent is a graduate of Salesianum High School and the University of Delaware, where he earned a Bachelor of Science degree in Accounting with honors. Vincent is also a member of Beta Gamma Sigma, the National Honor Society for Business and Management.


 

RAVI P. DATTANI

Ravi is a Vice President of Schiavi + Dattani.  He is a graduate of the University of Delaware, where he earned a Bachelor of Science degree in Accounting and Business Administration, with a concentration in Finance.

Worth Magazine selected Ravi as one of the top financial advisors in the country in 2008.

Ravi started with the Firm in 1998.  Prior to joining Schiavi + Dattani, Ravi gained valuable tax planning and financial experience working with a local public accounting firm.  He also brings a unique perspective into real estate investment and valuation from his work with Blenheim Development Corporation and personal real estate investments.

Ravi is a Certified Financial Planner ® and a Certified Public Accountant.  He presently serves on the Board of Directors of Staff One Inc, a professional employment organization, and has served on the board of a non-profit organization that provides support to developmentally disabled individuals in the Northeast region.

In addition to client service responsibilities, Ravi directs the firm's investment research, oversees the firm's operational process improvements and evaluates software and technology enhancements.


 

 

 

KAREN R. MALCHIONE

Karen is a Vice President with responsibilities that include financial plan preparation, on-going plan management, quarterly financial plan and investment reviews. Karen is a Certified Public Accountant who started with the firm in the fall of 1998. She earned a Bachelor of Science in Accounting degree from the University of Delaware. Karen worked for the CPA firm of Horty & Horty, P.A. for eleven years, rising to the manager level. She is a member of the American Institute of Certified Public Accountants. Karen volunteers her time with Newport Rowing Club and a Chester County works of mercy ministry. She has served as treasurer of a youth all-star cheerleading organization.


RYAN CROSS

Ryan is a Vice President with responsibilities that include financial plan preparation, on-going plan management, quarterly financial plan and investment reviews. He also participates in projects to upgrade existing technology and operational processes. Ryan is a Certified Financial Planner® who started with the firm in the fall of 2004. He is a graduate of the University of Delaware where he earned a Bachelor of Science degree in Business Administration with a concentration in Marketing.  Ryan worked for JPMorgan Chase for seven years in both the Delaware and New York offices. His employment with JPMorgan Chase reflects his diverse knowledge of the financial services industry. His experiences include managing multiple operational functions, the creation of retail investment products, and serving as a relationship manager for over 200 Private Banking clients.


AMIT A. SUCHAK

Amit joined Schiavi + Dattani in January of 2007 as a financial analyst. Amit’s responsibilities include downloading and tracking daily investment activity from Fidelity, gathering accurate data for the production of quarterly reports and office operations. He is a graduate of the University of Delaware, where he earned a Bachelor of Science degree in Accounting. Amit is also a recent US Citizen arriving from Tanzania, East Africa in July of 2001and now resides in Wilmington, Delaware.


 

 

 

HEIDI O'MALLEY

Heidi joined the firm in November of 2011. She is a graduate of the University of Delaware where she earned a Bachelor of Science in Business Administration, with a concentration in Marketing. Her previous work experience was in the banking industry, with a focus on operations. Heidi's primary responsibilities include administrative and support tasks. She is an active community volunteer at an outreach ministry in West Chester, Pennsylvania.


 
 

 

 

KATHERINE L. MADDEN

Kate joined the firm in July of 2012. She attended the Art Institute of Philadelphia and the University of Delaware majoring in Fashion Marketing, and is currently working on finishing her bachelors degree. Kate spends her time outside the office indulging in all things culinary related and maintaining her physical fitness. She hopes to grow with the firm by assisting in all administrative capacities. Her warm and approachable attitude is very much appreciated by clients, visitors, and staff.

 


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P: 302-994-4444 | F: 302-994-4443 info@SDFinancialAdvisors.com |
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