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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™ practitioner 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™  practitioner 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.



JOHN C. MELASECCA III

John is a Vice President with responsibilities that include working with clients on all aspects of financial plan preparation, ongoing plan management, and investment reviews. He joined Schiavi + Dattani in 2018.

Johnny is a native Delawarean, with over 20 years of financial planning and investment management experience.  He began his career in financial services in 1996 at MetLife, then joined The Vanguard Group in 1998, working solely with high net worth clients and managing a team of financial representatives. In 2005 he joined Fidelity Investments as a Vice President, Senior Financial Consultant in the Private Client Group based out of the Wilmington/Greenville DE branch. 

John is a graduate of Salesianum High School and Goldey-Beacom College where he earned a Bachelor of Science degree in Business Administration.  John is also a Certified Financial Planner™ practitioner and has helped hundreds of individuals and families in the Delaware Valley, and specifically with current and retired employees of some of the largest employers in the area such as Agilent, AstraZeneca, DuPont, Dow, Chemours, GM, Comcast, BMS, LynondellBasell, IBM, Pfizer, Merck, Verizon and WL Gore. 

John resides in the Hockessin area with his wife and two daughters, and in his spare time enjoys the outdoors and cooking large meals with his family and friends.  He and his family have supported many charities in the area, and John was the 2010 winner of The Leukemia & Lymphoma Society’s Man of the Year fundraising event.

 

HEATHER M. MARGOLIN

Heather joined Schiavi + Dattani in 2017 as a Paraplanner.  She assists senior advisors with the preparation of financial plans and other administrative projects.  Heather graduated from the University of Delaware with a Bachelor of Science in Business Administration and a minor in Economics.  She is an Accredited Asset Management SpecialistSM and is currently studying for the Certified Financial PlannerTM  exam.  Heather enjoys volunteering with her congregation as a member of the endowment committee and treasurer of the women’s group, and recently served as co-chair of a legacy giving program. 

 

  


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. 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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