News & Events

To our Boenning & Scattergood Clients and Friends, It is with great pleasure and excitement that we announce the signing of a definitive agreement to partner our 108-year legacy broker-dealer, Boenning & Scattergood, Inc., with LPL Financial of Boston, Mass. LPL Financial, a NASDAQ listed firm – LPLA, is the nation’s largest independent broker-dealer, a […]

WEST CONSHOHOCKEN, PA, July 20, 2021 – Boenning & Scattergood, Inc., a full-service brokerage, wealth management, and investment banking firm, is pleased to announce a series of promotions within its Investment Banking Group. In the Cleveland, Ohio office, Kain Melville has been promoted to Vice President and David Bonavita has advanced to Associate. Tom Haldeman has […]

WEST CONSHOHOCKEN, PA, July 13, 2021 – Boenning & Scattergood, Inc., a full-service brokerage, wealth management, and capital markets firm established in 1914, is pleased to announce that Dan Cardenas has joined its equity research team as Director, Senior Analyst covering Banks & Thrifts. “We are thrilled to welcome Dan to the research team,” stated Ryan […]

On Wednesday, April 14, we had the honor of sponsoring the Women in Investing Network’s event: Around the World in 60 Minutes. Rachel Perlman, our very own Director of Institutional Sales, had the privilege of moderating the discussion and hearing from Carol Rollie Flynn about how she navigated through life under cover as a CIA […]

WEST CONSHOHOCKEN, PA, April 7, 2021 – Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce a series of promotions within its Investment Banking Group. In the West Conshohocken, Pennsylvania (Corporate) office, James Adducci will now serve as Managing Director and Zoe Swetra will take on the […]

Our interns are welcomed members to our Boenning & Scattergood family. Individually and as a team, we work collaboratively to provide a positive and productive working experience. Please join us in welcoming our spring 2021 interns. Kyle Foley Public Finance Intern | Columbus, OH Kyle Foley has been interning with our Public Finance Group since […]

Dear Clients & Friends, We hope that your new year is off to a good start. After one of the most challenging and unusual years that any of us can remember, we are delighted to share an update on our Investment Banking practice for 2020. As always, our focus was on serving as a resource […]

On Monday, March 30, Michael Mara, President of Boenning & Scattergood, Inc., hosted a discussion via Webex with Craig Columbus, CEO of Columbus Macro, LLC, to discuss COVID-19 and its impact on the economy and markets. The call was informative and well received. For a replay of the half hour conversation, please click the video […]

To Our Boenning & Scattergood Clients: We understand that, due to the novel COVID-19 virus, we are all encountering and coping with many difficult circumstances. As we have communicated previously, the Firm has been monitoring the ever-changing situation and taking precautionary steps pursuant to CDC guidelines. We are doing what we can to help stop […]

We provided you with an update last week and a reminder that Boenning & Scattergood remains open for business during this situation related to COVID-19. In the event you need to reach any Boenning & Scattergood representative, you can continue to reach them via the typical methods of communication (email or phone). As a reminder, […]

Over the past few days, our clients have watched the financial markets react very strongly to the deepening national concerns regarding COVID-19. These health concerns are at the forefront of your thoughts rather than the status of your investment account. We understand that your health and safety are your top priority. Accordingly, we at Boenning […]

WEST CONSHOHOCKEN, PA, January 15, 2020 – Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce Andrew Maddaloni has joined its team as Head of Equities at its headquarters in West Conshohocken, PA. Mr. Maddaloni will also lead the asset management effort in Boenning & Scattergood’s investment […]

WEST CONSHOHOCKEN, PA, December 3, 2019 – Boenning & Scattergood, Inc., a leading independent securities, asset management, and investment banking firm, is pleased to announce Tom Haldeman has joined its Investment Banking Division at its headquarters in West Conshohocken, PA. Tom’s responsibilities as an Analyst include supporting the senior Investment Banking Staff in the firm’s […]

WEST CONSHOHOCKEN, PA, September 17, 2019 – Boenning & Scattergood, Inc., a leading independent securities, asset management, and investment banking firm, is pleased to announce the hiring of financial services industry veteran Jeff Stannard as Managing Director, Head of the Private Client Group, located at its headquarters in West Conshohocken, PA. Jeff brings to the firm […]

WEST CONSHOHOCKEN, PA, August 27, 2019 – Boenning & Scattergood, Inc., a leading independent securities, asset management, and investment banking firm, is proud to announce that Joseph Waterman has been hired as Vice President, Private Client Group in its West Conshohocken, PA office. Joe will serve as Financial Advisor with a focus on servicing the […]

 West Conshohocken, PA, July 30, 2019 — Boenning & Scattergood, Inc., a leading independent securities, asset management and investment banking firm founded in 1914, is pleased to announce that the entire team at Sweney Cartwright & Co., a Columbus, Ohio based broker-dealer, will be joining the firm beginning August 2019. As a result, all Sweney Cartwright […]