Investment Committee

We've partnered with LPL Financial to enhance the service we provide to our clients through a Chief Investment Officer (CIO) and Investment Committee.

What does this mean for you? One Financial Services and our clients benefit from:

Sophisticated Portfolio Management
Enhanced Risk Management
Focus on You

Learn more about our Investment Committee below.

Investment Committee

Emilio "Jack" Morrone, CPA, CFP®, PFS®

Principal and Co-founder

610-437-3500

jack.morrone@onefinancialservices.com

Jack is the co-founder of One Financial Services. From an early age Jack’s passion was teaching. His father was a much-beloved teacher and Jack grew up watching the impact his father made on others’ lives. Jack often says,...

Robert P. Pretopapa, CFP®

Partner and Wealth Advisor

610-437-3500

robert.pretopapa@onefinancialservices.com

Rob joined One Financial Services in April of 2008 as a Wealth Advisor and became a Shareholder of the firm in 2018. He personally serves his clients by carefully listening to their needs, understanding their goals and helping them...

Andrew Beatty

Vice President, Head of OCIO

In his role as Head of OCIO Consulting at LPL Financial, Andrew supports One Financial Services as the Chief Investment Officer where he provides economic insights and deep experience in the development of One Financial Service’s...

Sai Uppaluri

Senior Analyst, CIO Solutions

As a Senior Analyst within LPL’s CIO Services, Sai is responsible for supporting the Chief Investment Officer. Sai’s technical knowledge positions him as a skilled specialist in the implementation of investment management processes for...