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 is a Registered Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.

David Y. Sun, CFA
Chief Investment Officer
David Sun is a Chartered Financial Analyst (CFA) with twenty years of investment experience.  A graduate of Temple University, David serves as Chief Investment Officer of our advisory firm.  David oversees investment research and overall portfolio construction for individual, corporate, and institutional client accounts. Prior to joining CMS eight years ago, David was Regional Director of Investments for Lincoln Financial Group. 

David is a Registered Representative of Equity Services, 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) with 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 $300 Million plus. Prior to joining CMS, she was a partner at Conservest, a regional family office asset management firm.

Jennifer is a Registered Representative of Equity Services, Inc. and offers securities in Pennsylvania.

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, investment, and estate planning strategies.

Sheetal is independent of Equity Services, Inc.

Jonathan D. Smith, CFP®
Portfolio Consultant
Jonathan Smith is a CERTIFIED FINANCIAL PLANNERTM Practitioner who works with our clients in the areas of financial, investment and retirement planning with five years of experience. He is a graduate of Widener University with a Bachelor's of Science in Economics with minors in Finance and Accounting.  Jonathan is the manager of our client services and operations department. 
 
Jonathan is a Registered Representative of Equity Services, Inc. and offers securities 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 Equity Services, Inc.
 
Woodward T. Odiorne, CLU, ChFC
Senior Estate Planner
Woody Odiorne provides planning services to a select group of family owned and closely held business owners, high net-worth individuals, executives and professional practitioners. Woody counsels his clients and works closely with their tax and legal advisors regarding: personal and business taxes, improving cash flow, accumulating and preserving assets, portfolio management, employee benefits, business transfer and trust & estate planning.
 
Woody is a Registered Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.  Woody does not provide tax or legal advice.
 
Daniel J. Kelley, CFS, CSA
Portfolio Consultant
Daniel Kelley has over fifteen years of experience in the financial services industry and holds the Certified Fund Specialist designation. He utilizes a step-by-step analysis and planning process to help clients identify their financial, investment and retirement objectives. He is experienced in the structuring and management of investment portfolios, including consolidation of assets and performance reporting. His clients include Small Business Associations, Certified Public Accountants, Corporate executives, and pre- and post-retirees.
 
Daniel Kelley is insurance-licensed in Pennsylvania.  Daniel is independent of Equity Services, Inc.
 
Michael Newman, MBA, CLU, ChFC
Portfolio Consultant
Mike Newman works with closely-held business owners and affluent individuals, providing solutions in the areas of estate, investment, retirement and business succession planning. His expertise includes the design of advanced trust and estate plans, such as Dynasty Trusts (GST), Charitable Remainder Trusts (CRT) and Grantor Retained Annuity Trusts (GRAT). Mike is a graduate of Temple University’s Executive MBA program and a Member of the Society of Financial Service Professionals.
 
Michael is a Registered Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.  Mike does not provide tax or legal advice.
 
Samuel M. Carpin, CFS
Portfolio 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 is a Registered Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.
 
Paul P. Sun
Portfolio Consultant
Paul Sun is responsible for assisting clients in identifying investment needs and understanding capital market expectations. In addition to managing client portfolios, he takes an active role in the investment decision process as a member of the investment committee. Paul has over ten years of experience in the financial services industry including five years as an investment specialist for a major financial institution. He is knowledgeable in the areas of asset allocation, sector analysis and advanced derivative strategies. Paul is a graduate of Temple University. 
 
Paul is independent of Equity Services, Inc.
 
Ross B. Muldoon
Investment Adviser Representative
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 two years.  He is a part of the client service & operations department and also works with our clients in areas of financial planning.  
 
Ross is a Registered Representative of Equity Services, Inc. and offers securities in Pennsylvania.
 
 
 

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.