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Philadelphia, Pennsylvania

Principal, Senior Financial Advisor
Augustine Repetto is a principal and senior financial advisor in the Mid-Atlantic Region with offices in Philadelphia, Blue Bell, Cherry Hill, and Princeton. He has worked extensively for high-net-worth families assisting them in both investment and tax planning for more than 18 years. Augustine founded Locust Capital Management, LLC in 2008. Locust Capital was a fee-only Registered Investment Advisor (RIA)...
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Principal, Senior Financial Advisor
William F. Casey, III is a principal and senior financial advisor in the HBKS® Philadelphia, Pennsylvania, office. His distinguished career includes senior management positions at some of the most respected global financial institutions, including GMAC, Merrill Lynch, Salomon Smith Barney, Union Bank of Switzerland and Mellon Bank. Bill has a technical background in global banking, asset and liability management, and...
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Senior Financial Advisor
Brian H. Welsh is a senior financial advisor in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Brian comes from a long line of investment professionals beginning with his grandfather, Harry Welsh, and granduncle, John Murphy, who were partners at Lilley & Co & Reynolds & Co., respectively, in Philadelphia the 1940s. Brian began his career in the trading...
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Senior Financial Advisor
Andrew Purcell is a Senior Financial Advisor working in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Andrew co-founded Locust Capital Management where he spent nine years as a founding member. Prior to Locust Capital, he spent several years with RBS Citizens as a Commercial Banking Officer. Andrew also spent six years working in business development for a well...
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Senior Portfolio Manager
Chris Hines is a senior portfolio manager in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Mr. Hines began his career on Wall Street working for the Japanese investment bank, Nomura Securities, as a convertible bond trader. He has extensive experience in capital markets and has worked in both trading and senior analyst roles for his entire career. Chris...
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Senior Advisor Associate
Rebekah LaCorte is a senior advisor associate in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). She joined Locust Capital Management in 2012 as Head of Operations. Rebekah joined HBKS® in 2017 after Locust Capital Management merged with the firm. Her responsibilities include overseeing all back office, client services issues, and technology programs. Rebekah currently holds her Registered Paraplanner...
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Advisor Associate
Candice Oakley is an advisor associate in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). She worked as a junior analyst at Locust Capital Management before the firm merged with HBKS®. Candice joined Locust Capital after graduating from Neumann University in May, 2014 with a degree in Business Administration and minor in Marketing. While attending Neumann University, Candice was...
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Client Support Specialist
Grace Del Spechio is an Administrative Assistant in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). She worked as an administrator/junior analyst at Locust Capital Management before the firm merged with HBKS. Ms. Del Spechio began her career as an office manager in the hospitality industry. Having graduated from Neumann University in May of 2016 with a degree in...
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Client Support Specialist