Bill founded the RIA in 2009 with the goal of being the antithesis of the outdated Wall Street brokerage “Pay retail, sell wholesale” model of owning municipal bonds. Having worked at brokerage firms during the earlier part of his career and learning from the best institutional municipal bond managers on the Street, he envisioned a fiduciary model in which individual investors could benefit from a “Buy wholesale, sell retail” process. By eliminating a brokerage firm’s “fixed income” division, his RIA could deliver bonds to clients eliminating 2-3 middlemen and netting the investor substantially more tax-free income.

By deploying this “old school” process combined with leveraging modern electronic trading platforms where thousands of eyeballs could bid on our bonds, we deliver more tax-free income net of fees to the investor without downgrading in quality or extending maturities. In addition, Bill’s passion is uncovering and explaining how these misunderstood or overlooked municipal bonds can deliver strong, defensive cash flows through covenants in the indenture.

Mr. Watkinson is a business development professional with an extensive background in fixed income, having worked with diverse financial service companies that total over 43 years of experience. Namely, E.F. Hutton & Co. 1977-1988, Prudential Securities 1988-1998, Pennsylvania Merchant Group 1998-2001, Advest, Inc.(now Merrill Lynch) 2001-2004, and Penn Liberty Bank (now WSFS)2004-2009.

Mr. Watkinson earned his Bachelor of Science in Marketing from St. Joseph's University.

Series: 65

For over a decade, Mark has served as the Chief Operating Officer and Co-Portfolio Manager at Watkinson Capital. In addition, he excels at consulting with clients, customer service, and building custom municipal bond portfolios. For RIAs, Mark has a strong understanding of the Schwab, Fidelity, and TDA platforms and utilizes thirty party money managers.

A cum laude graduate of West Chester University (BA Marketing 2005), Mark started his financial services career in 2006 at The Hartford, followed by CMG Capital Management Group & A.H. Williams & Co., a boutique municipal bond RIA.

He resides in Wayne, Pennsylvania with his wife and 3 daughters. Mark enjoys golf, bowling, skiing, and being outdoors. He was named after the Reverend Mark Watkinson who is credited as being the catalyst for "In God We Trust" being on all US Currency and as our National Motto.

Learn about the history of Reverend Mark Watkinson and the phrase "In God We Trust" on the currency by clicking here.

License held: Series 65

Joining the RIA in 2017, Jeff is co-responsible for building and managing municipal bond portfolios while deploying our "Buy Wholesale Sell Retail" discipline.

Jeff enjoys exploiting the inefficiencies of the municipal bond market, within both the new issuance primary market or scouring the secondary market for value. In addition, he serves individual investors, works with the RIA community as a trusted sub-advisor, and provides online municipal bond market commentary.

Before Watkinson Capital, he advised RIAs when he worked at ProShares ETFs, an innovative thought leader in smart beta/factor-based equity, fixed income and alternative exchange-traded funds (ETFs). His focus was on advising high net worth advisory teams and RIAs on stock/bond portfolio construction utilizing factor-based ETFs and risk mitigation for their clients.

Jeff enjoyed being in the middle of two seismic shifts in the investment landscape. The first shift was the tremendous growth rate and adoption of ETFs compared to mutual funds. The second shift being the explosive growth of RIAs (Registered Investment Advisor) versus brokerage firms.

Before working at ProShares ETFs, he served as a retirement income specialist between 2005–2008 at The Hartford advising independent FAs on providing lifetime income and asset allocation. He has an extensive background in annuities both fixed and variable along with mutual funds.

After residing in Atlanta GA, Washington DC, and Dallas, TX, Jeff currently resides in Devon, PA in 2017. When Jeff is not in the office, he enjoys golfing with his wife, country music, cooking, reading Barrons, and being outside with his son. He loves working with his brother and father.

Georgetown University: McDonough School of Business: Bachelor of Science: Finance Major, German Minor

Drexel University: LeBow College of Business Master of Business Administration

License held: 65