Our team of experienced investment professionals provide personalized portfolio management services.

Tom founded Weik Capital Management in 1987 and has supervised the firm’s investment work since that time. His responsibilities include overseeing equity analysis and portfolio management. Tom chair’s the firm’s investment policy committee. Prior to founding Weik Capital Management, he served as Vice President and Portfolio Supervisor at another investment advisory firm. Tom’s experience also included Vice President positions at two major brokerage firms. After he graduated from Lebanon Valley College in 1964, Tom engaged in graduate work at Roosevelt University and a doctoral program at the Illinois Institute of Technology. His education was interrupted by the Vietnam War when he was called to duty and served for four years as a staff officer at Headquarters Tactical Air Command, USAF.

Tom has written investment columns for two Pennsylvania newspapers. He is a trustee emeritus of Albright College, having served the college as Chairman of the Investment Committee for more than ten years. Tom served on the board of the Foundation for the Reading Public Museum and chaired the Joint Trust Fund Committee for approximately ten years. He is a member of the CFA Society of Philadelphia and the Berks County Estate Planning Council. Tom is a nationally prominent tournament bridge player, having won a national championship and more than 14,000 master points. He is a past president of District 4, a six-state subdivision of the American Contract Bridge League. He currently serves on the District’s board and executive committee.

Bob joined the firm in 1990 bringing a broad base of investment experience. He is currently engaged in fixed-income research on a part-time basis. Bob consults with us with respect to both the bond market and the analysis of equities in the financial sector. Prior to joining Weik Capital Management, he served as Senior Vice President and Bank Economist for Meridian Bancorp, Inc., managing the bank’s investment and economic departments. During his 14 years at Meridian, his responsibilities included developing and implementing fixed income investment strategies, forecasting interest rates and the economy, strategic planning, supervising customer securities, and serving on key management committees. Prior to joining Meridian, Bob was with Continental Bank from 1965 to 1975, heading the Trust Investment Department.

Bob graduated in 1958 from Dickinson College, where he majored in economics. He also completed a two-year executive training program at the Federal Reserve Bank of Philadelphia and various courses at the Wharton Graduate School, University of Pennsylvania. Bob is presently a board member of the Valley Forge Sewer Authority. He has served on the audit committee of the United Way of Berks County and is a past director of the Reading YMCA, the Phoenixville Area YMCA, the Great Valley Nature Center, and Historic Yellow Springs, Inc. Bob is an elder of The First Presbyterian Church of Phoenixville and has served on the Presbytery’s Committee of Ministry.

Sarah assumed a permanent position at Weik Capital Management in 2006 after interning with the firm during her senior year of college. She currently serves on the investment team and as Chief Compliance Officer. Sarah is involved in portfolio management and has the primary responsibility for fixed-income work. She is a member of the investment policy committee. Sarah graduated cum laude from Albright College in May, 2006, obtaining a Bachelor of Science degree in Business Administration and majoring in accounting, economics, and finance. She has earned the professional designation of Accredited Asset Management Specialist (SM) after completing an educational program offered through the College for Financial Planning.

Sarah remains active with her alma mater and is a member of Phi Delta Sigma, an honorary alumnae sorority at Albright. She is a sister of Alpha Delta Pi sorority and currently serves as the Chapter Advisor at Albright. Sarah also participates in Albright College’s Parents and Alumni Seeking Students (PASS) program. She serves on the board of directors for Girls on the Run of Berks County and is treasurer of the organization. Sarah is a member of the Berks County chapter of the National Society Daughters of the American Revolution and volunteers with the Red Shoe Crew of Central PA.

Abhi comes to us from Kathmandu, Nepal. He began his association with Weik Capital Management in 2008, supporting the firm’s equity work while he continued his education. Abhi graduated cum laude from Albright with a Bachelor of Science degree in Finance and Management and then earned his MBA at Kutztown University. He is principally engaged in the analysis of equity securities, playing a key role in unveiling investment opportunities that meet our established criteria.

Abhi also participates in the firm’s portfolio management. He is a member of the investment policy committee. Abhi is a member of the CFA Society of Philadelphia. He serves on the board of Berks Connections/Pretrial Services.

Warren joined Weik Capital Management in 2010 and became a member of the investment team in 2012. He plays a key role in portfolio management and is also engaged in equity research. In addition, Warren assists the president with the administration of the firm’s business. He is a member of the investment policy committee. Warren received his BS in Business Administration from Albright College, where he graduated summa cum laude in 2011. Prior to joining Weik Capital Management, he was employed by Penske Truck Leasing and was responsible for national rental and lease accounts.

Warren is a member of the CFA Society of Philadelphia and the Rotary Club of West Reading — Wyomissing. He is a director of the World Affairs Council of Greater Reading and serves as treasurer for the board. Warren is also on the board of the YMCA of Reading & Berks County.

Laura is a member of our investment team, serving both as a portfolio manager and our Fixed-Income Manager. She has primary responsibility for the firm’s equity and fixed-income trading. In addition, Laura is our Chief Compliance Officer. Many of our clients are already familiar with Laura, as she previously served at Weik in a variety of roles for a 15-year period beginning in 1998. Following a move to Upstate NY, she joined AmeriCU Capital Management, LLC as Chief Compliance Officer for a 5-year period. She then returned to Weik in March, 2021. Laura is a 1990 Phi Beta Kappa graduate of Villanova University. In her spare time, her interests include projects to address homelessness, community gardening, golf, cooking and collecting antiques.

Ken joined Weik Capital Management on a full-time basis in 2016 and is a member of the investment team. He has served as a portfolio manager since 2021. In addition, as Secretary-Treasurer of the firm, he is responsible for all corporate accounting and record keeping. Ken is also responsible for maintaining our information technology platform and continuous improvement of our information system.

He studied aeronautical science at Embry-Riddle Aeronautical University in Arizona before graduating from Albright College in 2018 with a Bachelor of Science degree in Business Administration.

Kristina joined Weik Capital Management in 2011. She is responsible for account administration and client service, as well as office administrative support. Kristina also maintains daily investment activity and is responsible for the accuracy of our portfolio records and performance data. She is a member of the compliance committee, handles advertising and serves as the executive assistant to the President.

Kristina graduated in 2000 from the Secondary Economic School in Croatia where she concentrated in accounting, economics and finance. After her arrival in the United States, she attended classes at Reading Area Community College while pursuing a career. Kristina subsequently joined Paul R. Ober & Associates, becoming a Legal Assistant and playing a key role in support of the law firm’s activities. Her continuation as a Notary Public has enhanced her ability to serve as our account administrator. Kristina volunteers for Berks Encore-United Way of Berks County.

Lisa joined Weik Capital Management in April 2020. Lisa plays an active role in our portfolio accounting and client service operations. She graduated from Shippensburg University in 2005 with a Bachelor of Science in Education and a minor in Sociology. Lisa worked for Penske Truck Leasing as a business analyst for 13 years. Prior to joining Weik Capital Management, she worked for Montgomery County’s Public Safety Department as an assistant project manager. Lisa is an active volunteer at her son’s elementary school located in Exeter.