Webber Advisors
Nicholas Sefchok, CFA, is a seasoned investment professional with extensive experience in various leadership roles within the financial services industry. Currently serving as Managing Co-Owner and Chief Investment Officer at Webber Advisors since July 2020, Nicholas also holds the position of Investment Advisor at Cambridge Investment Research, Inc. since October 2022. Previously, Nicholas was the President of The JJAN Financial Group, Inc., and served as Executive Vice President and Chief Investment Officer at L.R. Webber and Associates. At Wilshire Associates, Nicholas provided investment consulting services to a diverse range of clients, specializing in public real assets as a member of the public real assets committee. Nicholas began the career as a Financial Analyst at PNC Bank and contributed parliamentary insights as an intern for Congressman Bill Shuster. Nicholas earned a Bachelor of Arts in Finance from Juniata College in 2006.
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Webber Advisors
Started in 1976, Webber Advisors has evolved from a small, privately owned, 2 employee company to a growing, 60-plus-employee, co-owned company, in partnership with the Leavitt Group. Webber Advisors is mission driven, always focused on finding the RIGHT solution for the client and not just selling a product or service. At its inception, Webber Advisors was primarily providing Human Resources consulting. In 1989, the firm expanded to add an Employee Benefits (EB) Division. Today, services include EB consulting, EB administration, full Retirement Plan Services, Human Resources Consulting, Business Insurance and Wealth Management. Over the past 45+ years, Webber Advisors has specialized in the financial services and healthcare industries, with a niche focus in banking, senior services, and the nonprofit arenas. Expansion continues in other markets with a geographic concentration that includes Pennsylvania, Maryland, Ohio, Virginia and West Virginia. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisor, Inc., a Registered Investment Advisor. Webber Advisors and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.