Canon Capital Staff News – Congratulations to Bradley Barnhorst, CPA, CFA

Congratulations to Bradley Barnhost on earning his Certified Public Accountant (CPA) designation. Brad joined Canon Capital in 2016 and serves as Investment Committee Counsel to our Wealth Management division.  He is a recognized expert in investment portfolio risk and volatility reduction, with numerous published works in both scholarly and professional journals. He also holds the Chartered Financial Analyst (CFA) designation. In addition to his role here at Canon Capital, he serves as the Chair of the Finance Major program for both the undergraduate and graduate divisions at DeSales University. He has prior experience as an Associate Director for Bear, Stearns & Co. specializing in structured equity products and derivatives geared to mitigating investment risk. He has earned a Bachelor of Arts Degree in Computer Science from Harvard University as well as a Master of Business Administration (MBA) with a concentration in Corporate Finance and Investment Management from Penn State University.

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Disclaimer

Any professional and technical information presented on this site is for interest only AND IS NOT INTENDED AS PROFESSIONAL ADVICE. It should not be relied upon without supporting professional advice on the subject in question. Neither the firm nor any member or employee of the firm will be responsible for any errors or omissions in the contents of this site howsoever caused.

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Privacy Statement

CPA’s, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information in order to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

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We are committed to your financial well being, and protecting the privacy and security of the information you share with us is included in that commitment. You trust us with your personal and financial information, and we will continue honoring your trust by handling your information carefully and sensibly.

Contact

CPA, Payroll Services & Computer Solutions

215.723.4881 phone
215.723.1487 fax

Physical Address:

357 N. Main Street
Souderton, PA 18964
(directions)

Mailing Address:

PO Box 64160
Souderton, PA 18964

Wealth Management & Family Office Services

215.723.4881 phone
215.723.4883 fax

Physical Address:

2936 Funks Road
Hatfield, PA 19440
(directions)

Mailing Address:

PO Box 146
Hatfield, PA 19440