Meet The Team

We are a full service investment management and financial advisory firm serving individual investors, trusts, retirement plans, and corporations.  For a copy of our current Disclosure Document (Form ADV Part II), as filed with the Securities & Exchange Commission, please click here.  We also have an easier to read brochure version of the Form ADV Part II (click here)

Since our founding in 1985, we have been committed to helping our clients build wealth and attain their present and future financial objectives.

FMA Overview

Fuhrman Management Associates (FMA) is owned and operated by experienced investment professionals, each with a specialized investment expertise. Our team management style delivers combined expertise to each client and facilitates frequent communication with clients.

 


Susan Fuhrman Holin, JD, LLM, CFP®
215-619-4002
sholin@investab.com

Susan graduated from Ithaca College in 1975 with a double degree in Psychology and History. She graduated from Rutgers University Law School in 1978 where she concentrated on estate and tax planning. While working for a small estate planning law firm in Newark, she continued her studies and in 1981 earned a Masters degree in tax law from New York University. She is a member of the Pennsylvania, New Jersey and Florida Bars and is licensed to sell insurance. She has been actively involved in the management of assets since 1981 when she joined Herzfeld & Stern to in order to bring tax and estate planning expertise to Bud’s existing investment clients. In 1985 she resigned from Herzfeld & Stern to establish Fuhrman Management Associates. Susan received her CFP® designation in 1989 and with this expertise is instrumental in the development of financial plans, implementation of tax strategies in the investment of portfolios, and the ongoing management of client portfolios. She works closely with clients and their advisers in order to provide a comprehensive investment and tax efficient portfolio strategy.

Susan Fuhrman's Professional Affiliations:
Financial Planning Association (FPA)


John B. Roeckel
215-619-4003
jroeckel@investab.com


John possesses more than 20 years of experience in the securities industry. He began his career as an examiner with the Philadelphia Stock Exchange before joining Bear, Stearns & Co. At Bear, Stearns, John spent 2 years on the stock exchange trading floor, gaining first-hand familiarity with trading operations, before moving into a risk management position as a Vice President. John joined Fuhrman Management Associates in 1997 where he is primarily responsible for fixed income and option strategies, portfolio management and insurance needs analysis. John received his B.A. in Economics from Lock Haven University in 1986.


For a complete listing of our client service professionals, click here.

Client accounts are  protected through Security Investor Protection Corporation (SIPC) which provides the first $500,000 of coverage, including $100,000 for claims for cash.  Excess SIPC protection up to the full value of the account is provided by Customer Asset Protection Company ("CAPCO"), a New York licensed insurance company.  It is important to understand that protection by the Securities Investor Protection Corporation ("SIPC") is not the same as the "Excess SIPC" protection provided by CAPCO.  CAPCO does not offer SIPC protection.  SIPC is the sole source of SIPC protection.  There is no affiliation between CAPCO and SIPC.  CAPCO has an A+ financial strength rating from Standard & Poor's.