TEAM

R. Todd Valleau, AIF, CLU

Managing Partner

R. Todd Valleau has over 20 years of experience in the banking and finance industry. As managing partner of White Knight Capital he is the lead strategist and financial planner for client solutions. Todd resides in Phoenixville, PA with his wife Christa, daughter Ava and son Hunter. When not working with clients he enjoys fishing, archery and trips with the kids.

Ernest Del Duke, Jr.

Partner

Ernest is the third generation owner of the Del Duke Insurance Group. He grew up in the insurance industry, working in this field before, during, and after his undergraduate and graduate studies. He has been involved in every aspect of the company’s operations, growing it from two employees and one insurance carrier in 1997 to where it is today. In 2017 Ernest started to layout the ground work for developing a partnership with White Knight Capital in an effort to offer a broader array of financial services to his client base. Read More

Kevin Harper, MBA

Chief Investment Officer

Kevin is responsible for the development and implementation of Almanack’s investment strategy and the design of the firm’s research infrastructure. Kevin is the Chairman of the Almanack investment committee. He has 20 years experience including nine years working for and investing on behalf of leading Ivy League endowments. He has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. Wharton undergrad and MBA.

Megen A. Reilly

COO & CCO

Megen is responsible for managing Almanack’s technology, compliance, logistics and the daily administrative and operational functions of the Firm. In addition, she is a constant resource for our advisor network where she leverages past experiences to streamline efficiencies to alleviate the operational burden for the adviser in addition to exploring potential opportunities for growth. Her vast skill set adds significant experience to the firm’s client advocacy initiatives.  Read More

Julie Dougherty

Operations Manager

Julie is responsible for providing Operational support to our financial advisors including establishing and maintaining client accounts, trading, cashiering and compliance related items. She has over 20 years of experience in the Financial Industry. Her prior experience includes HR Manager of a U.S. based trading firm, health insurance sales and real estate investing. Julie holds a B.S. degree in Human Resources from Drexel University.

She resides in Havertown PA with her husband and three children.

Christina Beattie

Director of Operations

Christina is responsible for overseeing and managing the operational and client service process. Prior to joining Almanack, Christina’s senior level operation expertise and knowledge comes from 15 years in operations and administrative experience providing support to partners in the corporate financial and technology industry.
Read More

Donna M. Teets

Compliance Associate

Donna began her career with a local Broker/Dealer firm upon graduation from high school. She subsequently obtained a degree in Business Administration and has spent over 40 years serving in Management roles with Investment Adviser and Broker-Dealer firms.  Read More

Vivian Consalvi

Administrative Account Representative

Vivian and has been with us since 2006. She specializes in resolving grievances and ensuring customer satisfaction. Vivian provides exceptional customer service for personal and commercial financial needs, assisting with policy changes, documentation, claims, and many other financial-related requests. Over the years, our clients have come to rely on and appreciate the extra effort she provides. When she is not working, she spends valuable time with her family (which includes four grandchildren) or “down the shore.”

Cheryl L. Young

Account Representative

Cheryl is our newest Personal Lines Account Representative. Joining the team in 2018, Cheryl has been involved with insurance industry for over 12 years. As a team player, she puts forth the extra effort for her clients to meet their individual insurance needs. She is a single mom of 5 amazing children, 2 of which are currently serving in the U.S. Armed forces. Along with being a proud Army mom, she has worked with Operation Yellow Ribbon of South Jersey. When she is not at work, she enjoys spending time with her family, going to the Jersey Shore and attending her children’s numerous sporting events.

Karen Lewis

Personal lines Account Representative

Karen joined the firm in early 2017. She has 12 years’ experience in personal lines insurance, assisting our clients with their policy changes and has extensive customer service experience. She had the pleasure of working for Travelers Insurance before they closed their office in New Jersey. Born and raised in Camden County, she loves the great outdoors, camping, fishing and gardening.

Dee Fithian

Claims Department Manager

Dee started her career in 2004 and left in 2011 on maternity leave to raise her youngest daughter. Dee has now returned to our family in 2015 and is delighted and honored to be back. Providing top notch customer service in the Claims Department has been her hallmark with the insurance industry since 2004. In her personal life, she takes joy in the great outdoors, reading, baking and crafting. She is also blessed to have a wonderful and supportive husband with three amazing children.