Firm Associates

Michael E. Feldman, CFP®
President and CEO
Michael Feldman is the founder and President of Capital Management Services, Inc. (CMS, Inc.), an independent investment advisory firm specializing in providing true open architecture access. A graduate of Temple University, he has been in practice for over thirty years, providing comprehensive financial and investment planning. He has worked with high net worth clients, executives and business owners, in the areas of asset management, qualified and non-qualified plans, as well as trust, estate and tax planning.

Michael Feldman is a Registered Representative of Comprehensive Asset Management and Servicing Inc and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.

Jennifer A. Garrett, CFA
Senior Portfolio Manager
Jennifer Garrett is a Chartered Financial Analyst (CFA) charterholder with over twenty years of investment experience.  A graduate of Drew University, she has worked with high net worth individuals, corporations and foundations in regard to managing their assets as well as serving as portfolio manager for a fixed income portfolio of over $400 million.  Prior to joining CMS, she was a partner at a regional family office asset management firm.

                                                                                                                                                                          Sheetal (Sheila) Khanna, CFP®
Director, Financial Planning 
Sheila Khanna is a CERTIFIED FINANCIAL PLANNERTM Practitioner with twelve years of experience. She is a graduate of the Wharton School of Business and has worked successfully with a wide range of clients, assisting them in identifying their goals and pursuing their financial objectives through cash flow management, retirement, and estate planning strategies.

 Sheetal is independent of Comprehensive Asset Management and Servicing Inc.

Dave A. Locher
Director, Alternative Investments & Research
David Locher joined CMS with over 25 years of investment experience, specializing in the areas of structured investments and option derivatives. Dave is active in servicing the needs of our clients by applying the use of options to generate income, as well as providing various hedging and tax-efficient disposition strategies.  Dave also provides research and insight in assisting with the ongoing management of our firm-managed portfolios.
  
Dave is independent of Comprehensive Asset Management and Servicing Inc.
  
Ross B. Muldoon
Manager, Client Services & Operations
Ross Muldoon is a graduate of Widener University's Financial Services Track with a Bachelor's of Science in Business Administration, and has been with the firm for over six years.  He is a part of the client service & operations department and also works with our clients in areas of investment & financial planning.  
 
Ross is independent of Comprehensive Asset Management and Servicing Inc
                                                                                                                                                                           
Samuel M. Carpin, CFS
Investment Consultant
Samuel Carpin has worked in the financial and investment planning department at CMS Inc. for the past six years. Sam’s focus is working with business owners and professionals, as well as pre-and post-retirees in the areas of investment and retirement planning. He also has considerable experience with 401(k), profit sharing, and pension plans for small and closely-held businesses. Sam is a graduate of Pennsylvania State University with a Bachelor’s degree in Finance.
 
Samuel Carpin is a Registered Representative of Comprehensive Asset Management and Servicing Inc and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.
 
Alan M. Schapire, MBA, CFA/PFS, CFP®
Associate Senior Planner
Alan Schapire is a CERTIFIED FINANCIAL PLANNERTM Practitioner and Certified Public Accountant who has worked successfully with a wide range of accounting clients for twenty years. Alan provides support to our organization in focused areas such as options strategies; utilization of trusts; pension, IRA and retirement distribution planning. He assists clients in identifying their goals and achieving their financial objectives through tax minimization, cash flow management, tax and estate planning strategies. 
 
Alan is independent of Comprehensive Asset Management and Servicing Inc
 
 
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.