Bucks County, PA Wealth Management Team

Matthew Bower is C&N's Executive Vice President, Chief Wealth Management Officer. With Matthew’s 25 years of industry experience, he brings a depth of knowledge and leadership experience to C&N. Most recently, he led PNC’s Wealth Management Group in Atlanta, GA, as Managing Director, delivering industry-leading results in client and employee satisfaction and, for 13 consecutive years, his office and numerous regional responsibilities ranked in the top 5 in production. 

While Bower has specialized in handling high net worth and financially complex situations, he has considerable experience in all aspects of wealth management, including the administration of investment account management, financial management and fiduciary administration. During his time at PNC, he also served as Senior Vice President & Market Executive for Southwest Florida and, prior to that, he was the head of Private Banking Sales, Administration and Marketing for U.S. Trust Company in Sarasota, Florida. Bower earned his Master of Jurisprudence from Texas A&M University School of Law in Fort Worth, TX, and completed the Stanford Graduate School of Business’s Executive Leadership Program. He has several FINRA licensures and has earned designations as a Certified Trust and Financial Advisor (CTFA), Certified Securities Operations Professional (CSOP) and a Chartered Wealth Manager® (CWM).

Matt and his wife, Lori, enjoy traveling, cooking and spending time with their two college age daughters, Madeline and Ella. 

Philip is the Chief Investment Strategist and oversees the investment unit of the Trust and Financial Management Group. His responsibilities include the oversight of investment strategies, investment analysis and manager selections. Philip joined C&N in 2000. He was previously responsible for the delivery of C&N’s financial services, including the sales and service of Trust, Brokerage and Insurance services. He also retains administration duties for client accounts.

Prior to joining C&N, Philip’s experience at C&N, Prough Insurance Agency and Parente Randolph provided him with valuable skills and insight to lead his team to success at C&N. Philip’s driving philosophy is that “providing a deep, knowledgeable team gives our clients assurance that we have a sustainable support network to meet their changing financial needs. But it’s our personal service that demonstrates our clients will always be our primary focus.”

Philip is an honors graduate from Lycoming College, receiving his Bachelor's of Arts degree in Accounting. He received his Master of Business Administration from Colorado State University in 2012 and has held the designation of Certified Financial Planner® practitioner since 2003. He also holds various securities and insurance licenses.

A Certified Public Accountant working on tax return preparation, tax planning and departmental compliance, Lynne has been in the financial industry for 35 years. For the past seven of those, she’s spent her as part of the C&N family, using her knowledge and expertise to our clients’ advantage. Lynne received her B.S. from Elmira College and is currently a member of the Pennsylvania Institute of Certified Public Accountants. She lives in Wellsboro, PA with her husband, Douglas, with whom she has two sons.

Craig Morgenstern is a Senior Investment Officer at C&N. He joined our organization in August of 2023, bringing over 15 years of experience in investment strategy, portfolio management and financial planning. Craig holds a Chartered Financial Analyst (CFA®) designation, the highest recognition in the investment management industry. Craig also holds the Certified Financial Planner (CFP®) designation.

Craig, who earned bachelor's degrees in Finance and Accounting from the University of Maryland, has advised complex family groups and institutions on investment policy, portfolio construction, and tax-efficient implementation. 
 
Craig resides in Newtown, PA and maintains a deep commitment to the community, serving on The College of New Jersey Foundation, as Treasurer and Finance Committee Chair, and as member of the Board of Directors of Greenwood House, a local senior living facility. 

Ted Kamradt, who most recently held a wealth management position with Citizens Bank, joined C&N in August of 2023 as Senior Wealth Advisor. Prior to joining C&N, Ted led a team of Financial Advisors, cultivating strong relationships across the greater Philadelphia area. He earned a Juris Doctor (law) degree from the University of Connecticut School of Law before pursuing his career in wealth management and working for several large firms, including Fidelity Investments and Vanguard. A Certified Financial Planner (CFP®), Ted is based in the Doylestown area, where he'll focus on financial planning, estate planning and wealth management for existing and new clientele.

Throughout his career, Jim Foote has seamlessly transitioned more than 1,200 retirement plans, establishing himself as a trusted problem solver in the field. His approach is characterized by a commitment to enhancing plan efficiency, streamlining administration processes, and tailoring retirement solutions to meet individual needs. Jim possesses a deep understanding of all the intricate components that comprise retirement planning, allowing him to optimize solutions for both businesses and their employees.

Prior to joining C&N Wealth Management, Jim held key roles at reputable financial institutions, including Stonebridge Financial Group, where he focused on serving the greater Philadelphia area. He also excelled as Vice President - Sales & Marketing at RetireWell Administrators, Inc. and spent an impressive 27 years at One America, where he ascended to the position of Regional Sales Director – Retirement Service. His journey in the financial sector commenced as a Retirement Sales Consultant at The Copeland Companies.

Jim Foote is a distinguished alumnus of the University of Dayton, holding a bachelor's degree in business management and marketing. Beyond his professional accomplishments, Jim is a devoted family man, sharing his life with his wife, Yvonne, and their two children, Nolan and Presley. In his leisure time, he generously devotes his energy to coaching Presley's travel softball team. Away from the diamond, Jim is an avid traveler with his family and an unwavering supporter of Philadelphia's professional sports teams. Additionally, Jim and Yvonne are actively engaged in philanthropy, extending support to several cancer charities and volunteering for their children's parent-teacher organization at school.