INFO :Our offices will be closed on Monday, November 11, 2019 in observance of Veterans Day. Mobile deposits submitted after 7 p.m. today (Friday) until 7 p.m. Tuesday, will have funds available on Wednesday. We honor those brave men and women who have served.
Fulton Private Bank Leadership
Deep expertise. A reputation for integrity and unbiased thinking. An unwavering commitment to client service. These are the qualities that define the Fulton Private Bank team. Our dedication to our clients' financial well-being means that we value collaboration and transparency. Access to industry-leading fund managers and resources gives us the opportunity to deliver the right advice at the right time. It's a team focused on your success.
Dave joined Fulton Financial Advisors and Clermont Wealth Strategies in 2007. He has over 20 years of experience in investments and trust banking. Dave came to Fulton Financial Advisors following a career with SunTrust where he served in a variety of positions including Closely Held Business Analyst, Business Development Officer, Manager of Private Client Services, and Corporate Strategies/Mergers & Acquisition-related roles. He earned a BS degree in Accounting from Bob Jones University and his MBA degree from Georgia State University.
Dave became a Certified Public Accountant (CPA) in the state of Georgia in 1987 and Tennessee in 1996. He earned series 7, 63 and 24 securities licenses in 1994, became a Certified Trust and Financial Advisor (CTFA) in 1997, and received the Chartered Financial Analyst designation in 2000. He has been a member of the Advisory Board of the American Bankers Association Wealth Management Conference and co-chaired the Advisory Board of the ABA Private Wealth Management School. Dave is a past Chairman of the ABA National Graduate Trust School and served on the faculty of that school for several years.
Dave is a charter member of the CEB Wealth Executive Roundtable and is a member and past Chairman of the Trust and Wealth Executive Association. Dave serves as a volunteer, board member, or committee chair of several community organizations including the Boy Scouts, the Cleft Palate Clinic, and Bible Visuals International.
Keith P. Aleardi, joined Fulton Financial Advisors and Clermont Wealth Strategies in 2011. He has over 22 years of financial industry experience focusing primarily on the investment management of individual and institutional investment portfolios. He is responsible for leading the investment organization by setting overall investment policy, establishing client portfolio management guidelines and ensuring the delivery of comprehensive investment solutions within Fulton Financial Advisors’ disciplined, client centric approach to wealth management. He speaks publically on the economy and capital markets and is quoted frequently by newspaper and TV media.
Keith received his Bachelor of Arts degree in Economics from Ursinus College and holds a Master of Science degree in Banking and Finance Management from Boston University. He also holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the Financial Analyst Society of Philadelphia.
Paul is the Chief Client Experience Officer and Team Leader Relationship Manager with Fulton Financial Advisors and Fulton Private Bank, a division of Fulton Bank. Over the past 31 years, Paul has been responsible for assembling and leading a team of financial and legal professionals who assist high net worth clients structure and implement comprehensive financial planning, investment management and credit solutions. His practice focuses on privately held business owners and corporate executives.
Prior to joining Fulton Private Bank, Paul spent 21 years with Wachovia Bank in various wealth management, commercial banking, and international banking roles, with his last position that of Partner with Wachovia Bank’s Wealth Management Group. Paul began his investment career as a financial consultant with Merrill Lynch, and during graduate school worked for Kidder Peabody as an equity research associate.
He received a Bachelor of Science degree in Accounting from Drexel University, and a Masters of Business Administration degree in Finance from New York University. In addition, he holds a Certified Investment Management Analyst (CIMA®) designation.
Paul currently serves as on the Board of Directors of GoggleWorks Center for the Arts, is the vice-chair of the Reading Hospital Foundation, and is on the Board of Directors of the Reading Area Community College Foundation. In addition, Paul is a community volunteer with the United Way of Berks County. Prior board positions include the Board of Directors of the Jewish Federation of Reading (Chairman), Reading Area Community College Foundation (Chairman), Trustee of the Berks County Bar Foundation, Trustee of the Gershman Y, board member of Easter Seals of Northeastern Pennsylvania, and board member of Berks Counseling Center.
Paul lives in Wyomissing, PA with his wife Jo, and has two daughters currently living in Hoboken NJ. He enjoys travelling with his family, sports and spending time volunteering in the community.
Kristen joined Fulton Financial Advisors and Fulton Private Bank in 2005. She has more than 20 years of experience in the trust and wealth management field. Kristen is responsible for managing the fiduciary, client management, and planning aspects of Fulton Private Bank. She also leads the relationship management team in its client servicing and wealth management efforts. Prior to joining Fulton Private Bank, Kristen practiced law for eight years and concentrated her practice in transactional matters, including estate planning.
Kristen received her undergraduate degree (B.A.) from Dickinson College. She earned her law degree from Widener University School of Law and received an LL.M. in Taxation and a Certificate in Estate Planning from Villanova University School of Law.
Kristen is active in her community, having served on the boards of Lancaster Symphony Orchestra, CASA (Court Appointed Special Advocates) of Lancaster County, and as Chair of the Estate Planning and Probate Law Section of the Lancaster Bar Association. She has also recently served on a Pediatric Campaign Steering Committee for Lancaster General Health.
Sal joined Fulton Financial Advisors in 2003. He has over 30 years of experience in the financial services industry working in business development, private banking, trust administration, trust marketing and mutual fund distribution. Beginning in 2008, Sal has led the Wealth Advisory Group within Clermont Wealth Strategies/Fulton Financial Advisors. In that capacity, he was responsible for creating and providing an environment to serve high net worth individuals and their families with a team based approach to financial services. In 2015, he assumed the role of Chief Administrative Officer for Fulton Financial Advisors. In 2016, he became a Business Risk and Compliance Manager for the holding company, Fulton Financial Corporation. In this capacity, he is responsible for the risk and compliance activities of FFA in addition to leading corporate wide projects.
He is active in his home community, having served on the boards of Leadership Harrisburg Area, Concertante, the Central PA Chapter of the Arthritis Foundation and Contact Helpline. Additionally, he is active in supporting the local Boy Scout Troop and serves on the Lower Allen Township Development Authority. Sal earned a BA in Social Sciences from St. Bonaventure University and a J.D. from Syracuse University College of Law.
As the Director of Fulton Bank’s Private Banking Group, Randy leads a team of advisors delivering investment and banking product solutions and financial advice, to affluent clients. The Private Banking Relationship Managers work very closely with both commercial and consumer bankers across Fulton Bank’s growing five state footprint.
Randy joined Fulton Financial Corporation in 2001 and has been a community banker for over 35 years. In January 2006 Randy was named President and CEO of Delaware National Bank, an FFC affiliate. In December 2010 after a merger with Fulton Bank, Randy became Fulton Bank Delaware Division President.
Randy is the former Chairman of the Delaware Bankers Association, is the Treasurer of Meals on Wheels Delaware, and serves on the Board of the West Rehoboth Community Land Trust.
Randy is a graduate of the University of California. He also attended the American Bankers Association Stonier Graduate School of Banking.
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