Pine Valley Investments

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Marlton, NJ
Pine Valley Investments

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Pine Valley Investments LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses.

Office Address:
10 E Stow Rd
Suite 200
Marlton, NJ 08053

10/30/2026

🕷️🦸‍♂️ Most kids dream of becoming Spider-Man. This little guy has bigger plans… saving the world AND your retirement portfolio!

Your friendly neighborhood superhero financial advisor, proudly representing Pine Valley Investments! 🕸️💼

With great power comes great financial responsibility!

Have a happy and safe Halloween everyone!

10/29/2026

Please join us in welcoming Trevor Tubb to Pine Valley Investments as an Investment Operations Analyst.

Trevor supports our investment team and the operational processes behind it, bringing a detail-oriented approach and experience.

You can learn more about him here - www.pinevalleyinvestments.com/bios/trevor-tubb

10/22/2026

Clear thinking for complex decisions: meet Tommy McElgunn, CFP®, an Investment Advisor Representative at Pine Valley Investments since 2021 who focuses on financial planning, retirement planning, and investment strategy.

Learn more about Tommy - www.pinevalleyinvestments.com/bios/tommy-mcelgunn

10/15/2026

Meet Jonathan Markoe, Senior Partner at Pine Valley Investments, who leads the Markoe Group with one guiding principle: “Building a practice that lasts means building relationships that last.”

See how Jonathan can help you reach your financial goals: www.pinevalleyinvestments.com/bios/jonathan-markoe

10/01/2026

A Penn State graduate and Investment Advisor Representative at Pine Valley Investments since 2018, Jake helps individuals and families navigate every stage of their financial journey.

From building wealth to planning for the future, he works with clients to create thoughtful strategies designed around their goals, priorities, and the life they want to build.

See how Jake can help you reach your financial goals - https://www.pinevalleyinvestments.com/bios/jake-markoe

09/22/2026

Some leaders just make you feel confident in the process. That's Chris.

CIO, CFA, CIPM & Partner at Pine Valley Investments, and the discipline behind our portfolio construction, research, and trading.

Learn more about Chris and how he leads our investment strategy. pinevalleyinvestments.com/bios/chris-oneill

09/01/2026

We're excited to welcome Sean Burke as an Investment Advisor Representative at Pine Valley Investments, based in Boca Raton, FL.

With over 13 years in the industry, spanning investment banking and advisory roles at firms including Fidelity, Sean brings deep experience helping families build clear, confident financial plans.

Learn more about Sean and get in touch: pinevalleyinvestments.com/bios/sean-burke

08/29/2026

Not all corporate swag makes it to the beach.
This one made it to every beach day.
Enjoy the final days of summer!

08/24/2026

Some people just make you feel like you're in good hands. That's Mark.
Client Service Associate at Pine Valley Investments, and one of the reasons our clients trust us.

Learn more about Mark and how he can help you. pinevalleyinvestments.com/bios/mark-mccartney

08/14/2026

A former NFL player with the Indianapolis Colts and Purdue standout, Isaac brings 14 years in Private Equity and HNW advisory at BlackRock, Merrill Lynch, and JPMorgan to the corporate executives, athletes, and business owners he serves today.

Learn more about Isaac and how he can help you reach your financial goals. www.pinevalleyinvestments.com/bios/isaac-jones

Address

10 E Stow Road
Marlton, NJ
08053

Website

https://www.pinevalleyinvestments.com/

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