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.

David Y. Sun, CFA
Senior Portfolio Manager
David Sun is a Chartered Financial Analyst (CFA) with twenty years of financial services experience.  Prior to joining CMS eight years ago, David was Regional Director of Investments for Lincoln Financial Group. 

David Sun is insurance-licensed in Pennsylvania.

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 Odiorne is a Registered Representative of Comprehensive Asset Management and Servicing Inc and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.  Woody does not provide tax or legal advice.
                                                                                                                                                                          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.
 
Jonathan H. Avidan
Director, Operations & Technology Management
Jonathan Avidan graduated from Boston University's School of Management in 2004 with a Bachelors of Science in Business Administration with a dual concentration in Operations & Technology Management and Entrepreneurship.  Jonathan has over five years of experience in the financial industry with expertise in operations, portfolio management, compliance, information systems and practice management.  He is Series 7, 24, 63, 66 licensed with FINRA. 
 
Jonathan Avidan is a Registered Representative of Comprehensive Asset Management and Servicing Inc and offers securities in Pennsylvania.  Jonathan is insurance licensed in Pennsylvania and New Jersey.
 
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 four years.  He is a part of the client service & operations department and also works with our clients in areas of financial planning.  
 
Ross is independent of Comprehensive Asset Management and Servicing Inc
                                                                                                                                                                          Jonathan D. Smith, CFP®
Investment Consultant
Jonathan Smith is a CERTIFIED FINANCIAL PLANNERTM Practitioner with over nine years of investment and financial planning experience.  Jonathan graduated from Widener University and obtained his Master of Science in Taxation and Financial Planning degree.  Jonathan joined CMS in 2002 in the area of operations and client services.  He provides financial planning services and works closely with clients in the management of their portfolios. 
Jonathan Smith is a Registered Representative of Comprehensive Asset Management and Servicing Inc and offers securities in Pennsylvania. Jonathan is insurance licensed in Pennsylvania.
 
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
 
Daniel J. Kelley
Daniel Kelley has over fifteen years of experience in the financial services industry. 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 Comprehensive Asset Management and Servicing Inc
 
Michael Newman, MBA, ChFC, CLU
Mike Newman works with closely-held business owners, professionals and affluent individuals, providing solutions in the areas of estate, retirement and business succession planning. His expertise includes the creative uses of life insurance in Dynasty (GST) and Charitable Remainder Trusts (CRT), as well as, the coordination of qualified retirement plans.  Mike is a graduate of Temple University’s Executive MBA program and a Member of the Society of Financial Service Professionals.
 
*Mike Newman is insurance-licensed in Pennsylvania.  Mike does not provide tax or legal advice.
 
Evan Avgerinos, CBC
Evan Avgerinos is the founder and President of the Valley Forge Consulting Group, an employee benefits brokerage firm specializing in group health insurance, life and disability plans, voluntary benefits, and retirement plans. He has provided these services to privately and publicly held companies for over eighteen years. Through his affiliation with Capital Management Services, Inc. as an Investment Advisor Representative, he also provides investment management and financial planning services to business owners and corporate executives. Evan is a graduate of Pennsylvania State University.
 
Evan Avgerinos is insurance-licensed in Pennsylvania.
 
Paul P. Sun
Paul Sun is responsible for assisting clients in identifying investment needs and understanding capital market expectations. 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 an Investment Advisor Representative for CMS, providing advisory services in the areas of asset allocation, sector analysis and advanced derivative strategies. Paul is a graduate of Temple University.
 
Paul 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.