Steve Economopoulos, CFP , ChFC , CMT
CHIEF INVESTMENT STRATEGIST, MANAGING PARTNER
Steve serves as Managing Principal of Econ Wealth Management. He is also the Chief Investment Strategist, head of the Investment Management team and lead manager for all portfolio strategies.
As the Chief Investment Strategist, Steve uses his years of experience as a Chartered Market Technician (CMT) and over 20 years in the financial industry to lead the firm’s research using a top-down/ bottom-up approach to determine the Macro, Asset, and Portfolio Strategy for the asset management team. This approach is instrumental in helping the Financial Planning team manage financial plans through active portfolio management.
As the lead manager for all portfolios, he uses technical analysis to analyze current holdings and find opportunities in equities to use in the firm’s models. This analysis also directs the tactical overlay holdings. He focuses efforts on determining stocks with an appropriate risk to reward ratio that qualify as swing or position trades for the various portfolios. He provides chart analysis and technical studies in support of all purchase and sell decisions.
As Managing Principal, he oversees all the firm’s departments and operations. Outside the office Steve spends time with his wife Karen and their 4 daughters who are active in many activities!
Brian joined the Econ Wealth Management team in 2019 as the Director of Financial Planning. With several years of experience, he enjoys creating & presenting financial plans to clients and helping them to understand how their investments and their plan are mapped together.
Outside of the office, you can find Brian coaching baseball for his son Brady and cheering on his daughter, Kaylee's softball and field hockey teams. He also enjoys traveling with his family, a good glass of bourbon or scotch, hunting and fishing, and watching Kaylee and Brady play sports with his beautiful wife, and Client Experience Associate, Trisha!
Jake is an alum from Saint Joseph's University where he graduated with a degree in Finance. A former Hawk's baseball player, Jake completed his Masters of Science in Financial Analysis in the Spring of 2022. As one of our licensed advisors, he spends his days researching the markets, trading for clients, and analyzing what securities to buy and sell. Outside of the office, the only public place you'll catch Jake is the gym, pumping the iron. If you need some manual labor done, Jake is the guy for the job!
Ryan joined the Econ team in October 2021. As one of our licensed advisors, he spends his days working closely with the Asset Management team and the Financial Planning team to make sure each client receives the best experience possible and making sure everything we do is in compliance with SEC regulations. If he's not working on your plan or trading with the asset management team, you can find Ryan on a softball field hitting homeruns or a golf course slicing his drives.
CLIENT EXPERIENCE PROFESSIONAL
Gabby joined the Econ Wealth Management team in 2020 as our Client Experience Professional. She has her Bachelors degree in Psychology from Shippensburg University. Gabby is our in-house expert in updating account information, depositing and providing money to and from your accounts, and handling any operational issues that you may encounter. She loves to spend her time outside playing sports, and hiking with friends and family. Gabby is very excited to work with our EWM clients, and to provide them with the best possible service.
Trisha is here to make your EWM experience the best possible. From scheduling meetings and special events, to reaching out on special occasions, her goal is to make you feel special. She has a bachelor’s degree in Special Education and Elementary from Lebanon Valley College.
Trisha is married to Brian, the greatest husband ever and EWM Director of Financial Planning, and enjoys spending her free time watching their children, Kaylee and Brady, (ages 15 and 11) participate in various sports and traveling to the beach with their family and friends.
Karen has been with Econ Wealth Management since 2005 as the Business Operations Professional. She has a Bachelors degree in Education from Shippensburg University. Karen enjoys raising four girls with Steve, traveling, watching movies, reading and working out. She also found a new interest in running their Air BnB, Small Town Sweets in Hummelstown.