Wislar Wealth Management - Financial Planners, Investment Advisors, Portfolio Managers located in Princeton, NJ.

George B. Wislar President and CEO	Jay P. Batcha Investment Committee Member	Arthur T. Doglione Investment Committee Member
Eileen Haggerty Director of Family Office Services	Nyda M. Bannerman Associate Director	Lilly Social Director
	Grace Acting Social Director

George B. Wislaris President and CEO of Wislar Wealth Management, LLC (WWM). George believes his purpose is to help clients define their optimum future by identifying core values and beliefs, setting goals and formulating plans for the future. George believes in working closely with clients and devotes much of his time developing and implementing an investment strategy based on their unique goals and visions.

George is an industry veteran offering more than 25 years of experience working with high net worth clients. He has an extensive background in wealth management with particular expertise in portfolio management, life coaching and financial planning.

Prior to establishing Wislar Wealth Management, LLC, George was a Senior Managing Director with US Fiduciary, LP and a Senior Vice President with UBS Financial Services, Inc.

Wanting to escape the conflicts of a commission based model, George works only as a Registered Investment Advisor (RIA) with his fiduciary responsibility to the client, not to a large Wall Street firm.

As a portfolio manager and one of the heads of our Investment Committee, George has been at the forefront of developing our highly diversified strategies which look to lower volatility while increasing returns, the “Holy Grail’ of investing. He also brings extensive training in the area of life coaching to help better utilize his client’s wealth as a tool to support their "Optimum Life". George has spoken at numerous investment meetings and has been quoted in various newspapers and journals. He completed his education at the University of Massachusetts majoring in Economics with a minor in Marketing, and holds several professional licenses.

George resides in Hopewell New Jersey, with his wife Eileen and two dogs Lilly and Grace. He serves Hopewell Borough on both the Economic Development and Shade Tree Committee’s. He is the current President of the Growth Connections Chapter of Business Networking International.

Jay P. Batcha , Investment Committee Member, Traverse City, Michigan Office.

Jay manages client wealth so that it has a positive impact on their lives, and is sustained for generations. He specializes in helping clients achieve superior risk adjusted returns irrespective of market direction, and brings over 27 years of wealth advisory experience to his role as Senior Managing Director at Wislar Wealth Management. Prior to joining, Jay directed the Global Wealth Management Group presence in Northern Michigan for Morgan Stanley, where he specialized in delivering risk reduction, wealth management and intergenerational and succession planning solutions to high net worth and institutional clients. Jay earned a Certificate Investment Management Analyst (CIMA) from the Wharton School and holds several professional licenses.

Arthur T. Doglione, Investment Committee Member, Phoenix, Arizona Office.

Arthur brings more than 25 years of experience to clients and Wislar Wealth Management. Prior to joining us Arthur was twice recognized as the “Advisor of the Year” by Merrill Lynch, and holds numerous other industry accolades.

As his client’s fiduciary, Arthur delivers a true wealth management practice that focuses on a total solution, including top investment management embracing the Endowment method of investing, financial planning and estate/generational planning. Core to our beliefs; Art works with a limited number of successful families and institutions to ensure a top client experience.

Eileen Haggerty is Director of Family Office Services for Wislar Wealth Management. These services include Financial Planning, Estate Planning, Trust Services, Lending, Tax, Insurance, Bill Payment and Senior Care. In addition, Eileen is responsible for our business development initiatives, coordinating marketing, and relationship management. Her primary focus is on the coordination of the overall operations of the firm.

Eileen brought with her over 14 successful years of experience in Audit and Personal Financial Planning at KPMG Peat Marwick, Short Hills, NJ. Eileen transferred to KPMG San Francisco and was Practice Coordinator for Mergers and Acquisitions. She also worked at Golin Harris International in San Francisco, CA as Director of Administration. Eileen specialized in the development of policies and procedures for new departments.

Nyda M. Bannerman joined Wislar Wealth Management in June 2007 as Associate Director. She has over 25 years of successful experience in accounting, customer service and operations management. Nyda manages all aspects of administrative details for clients, daily office administrative functions, client and center of influence event planning, maintaining date integrity for client performance reporting, and managing our relationship with custodians and transfer agents.

In December 2008, Nyda successfully completed the educational requirements of the Investment Adviser Compliance Certificate Program through the National Regulatory Services Program.

Lilly is the Social Director for the Wislar Wealth Management team. Although she hasn’t mastered the art of a dignified greeting, she is always happy to partake in meetings. Her greetings may include uncontrollable doggie kisses.

Grace is Acting Social Director and the youngest member of our team. Grace’s unique welcoming technique of curling in half while offering her fuzzy fox to you provides the visitor with instant laughs and finding themselves on the floor playing.