Our leadership team is made up of like-minded visionaries — capable, trusted partners who work together with you to understand your company and personal goals.
Mike founded Sharp Financial in 1993 and has over 30 years of experience in public accounting, financial, and tax-advisory services. He has advised business owners across a wide range of industries, developing expertise in the pharmaceutical, advertising, construction, real estate, retail, distribution and professional sports industries.
Mike graduated magna cum laude from Slippery Rock University, where he earned a BS degree in accounting. He is a Certified Public Accountant, and also holds various securities and insurance licenses nationally.
Vince has over 25 years of entrepreneurial and executive management experience leading businesses in a variety of industries. Vince’s expertise spans business strategy and execution, finance, venture capital and private equity, international business, strategic partnerships, transaction management, enterprise software technology, business development, sales and marketing, product development and business operations. He has worked across the financial services, healthcare, SaaS/Cloud software technology, electronics and real estate industries. An enthusiastic leader with an open management style, Vince is known for his creative approach, innovation and team building. He earned a BS in mechanical engineering from Lehigh University.
Shawn manages all finance and operations for Sharp Financial. He has spent more than 20 years in financial and operational roles for a variety of companies coast to coast, from health and pharmaceutical firms to agencies and studios in the entertainment industry. In addition, Shawn is an active community volunteer and is committed to ongoing education.
Chris has more than 25 years of experience as a trusted advisor to companies and individuals, including roles in M&A and Corporate Finance, Strategic Consulting, Private Equity and Venture Capital. Over his career he has managed, originated, and/or executed M&A, debt, and equity financing transactions totaling more than $1 Billion in value. He has a range of industry experience including Commercial, Industrial, and Residential Services; Manufacturing; Consumer/Retail; Telecommunications; Software/Technology; and Healthcare. Chris achieved an MBA in Finance from the W.P. Carey School of Business at Arizona State University and a BS in Business Administration-Marketing from Millersville University of Pennsylvania. He is FINRA Series 7, 79, 63, and 24 licensed.
Kelly has over thirty years of experience in the financial services industry, including Registered Investment Advisor, Broker-Dealer, and insurance company environments. Holding her FINRA Series 7, 24, 63, 65 and SIE licenses, she specializes in operations, client service, and project management disciplines. Kelly applies her knowledge and skills to streamline and document processes, integrate new technologies, and provide an excellent operational experience to Financial Advisors and clients.
Joining Sharp Financial in 1996, Paul has over 30 years of professional experience, specifically serving small- and medium-sized companies in the pharmaceutical, construction, real estate and retail industries. By using his deep knowledge of the tax code and corporate structures, Paul has been instrumental in developing and executing tax and business strategies tailor made for our clients’ needs. Paul graduated magna cum laude from Temple University’s Fox School of Business, where he obtained a BBA degree in accounting. He is a Certified Public Accountant.
Kevin has over thirty years of experience in public accounting working for local, regional and national accounting firms. He provides accounting, auditing, tax, valuation and merger and acquisition advice to privately held, owner operated businesses. His industry experience includes services to professional service corporations, nonprofit entities, manufacturers, distribution companies, real estate developers, technology companies, broker-dealers, financial services, contractors and insurance companies. Kevin is a Certified Public Accountant with memberships to the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants and holds a BS in accounting from West Chester University.
Joining the firm in 2001, April oversees the operations of the wealth management and family office services teams at Sharp Financial. As a major part of this role, she maintains relationships with the firm’s ultra-high net worth clientele. April has 17 years of experience in the financial services industry across accounting, tax and comprehensive wealth planning, and is a member of The Sharp Financial Group’s executive team. Previously, April was media planner at a global advertising agency in New York City. April obtained a BS in business administration from Elon University.
Stephan joins Sharp Financial with a broad range of experiences, now entering his 25th year in the industry. Most recently, Stephan served as a Senior Portfolio Manager and Advisor for high-net-worth clients at Regions Private Wealth, a division of Regions Bank (NYSE: RF). He focused on strong client relationships, business development and directing asset management for clients. Prior to joining Regions, Stephan worked as a Portfolio Manager, with a focus on Sustainability in Water and Agriculture, for both Eco Alpha and Summit Global. Stephan earned Chartered Financial Analyst and Chartered Alternative Investment Analyst designations while working at firms such as Northern Trust and GE Private Asset Management.
Katherine Morosani joins Sharp Financial with experience helping clients navigate wealth, business transition, and complex financial decisions. Based in Asheville, NC, Katherine focuses on working with business owners preparing for a sale, succession, or ownership transition, as well as women in transition and multi-generational families. She brings clients access to Sharp’s integrated wealth, tax, accounting, investment banking, and family office capabilities.