David Michael Haas

Penn Investment Advisors, Inc. (PIA) is an investment management firm headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2014 and formerly known as EagleView Advisors, Inc. and First Savings Financial Services, Inc. In 2022, they were acquired by Equitable Distribution Holding Corp., which is an indirect wholly owned subsidiary of Equitable Holdings, Inc. (NYSE: EQH). PIA provides investment advice to individuals, institutions, pension and profit-sharing plans, investment companies (which include mutual funds), charitable organizations, and corporations or other businesses.

Founded in 2005 by Christian Wagner and Sean Schmid, Longview Capital Management LLC is a registered investment advisor located in Wilmington, Delaware. The firm specializes in personal asset management for individuals, families, institutions and retirement plans.