William Z. Suplee IV, CFA, CFP®, ChFC®, CASL, AIF, MBA, is President and founder of Structured Asset Management, Inc., a financial planning and registered investment advisory firm located in Berwyn, Pennsylvania.
Bill earned his bachelor's degree (Finance) from Ursinus College and his Master's of Business Administration (Finance) from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia (FAPHL). He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA) and is the past President of the Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA) Bill also holds the Chartered Financial Consultant (ChFC®)) and Chartered Advisor for Senior Living (CASL) designations from the American College. In addition, Bill holds the Accredited Investment Fiduciary (AIF®) mark from the Center for Fiduciary Studies.
Bill has authored numerous investment and financial planning articles for newspapers and other industry periodicals including the Journal of Financial Planning,The Legal Intelligencer, the Main Line Times, The New Jersey Law journal, and The Daily Local. He has also been interviewed about financial matters on local and regional television as well as for Various Publications including The New York Times, The Christian Science Monitor, Investment Advisor, Retirement Advisor, and The 401(K) Advisor.
Bill is a third generation financial professional dedicated to bringing quality solutions to investors' concerns. Bill was a member of the Philadelphia Stock Exchange for twenty years and has extensive knowledge of equities, options, risk management, portfolio management, and foreign currencies. Bill has been an adjunct professor of Investments at The American College in Bryn Mawr, PA and for the College for Financial Planning.
Bill lives with his wife Mary and their daughter Juliana in Valley Forge, Pennsylvania.
Thomas L. Walker, CFP®, ChFC®, MBA, is a financial planner and investment advisor at Structured Asset Management, a Financial Planning and Registered Investment Advisory firm located in Berwyn, Pennsylvania. He specializes in providing comprehensive investment advice and planning services on a Fee-only basis.
Tom earned his Bachelor of Science and Masters of Business Administration (Finance) degrees from The Pennsylvania State University in State College, Pennsylvania. He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA). Tom also holds the Chartered Financial Consultant (ChFC®) designation from the American College. Tom is a member of the National Association of Personal Financial Advisors (NAPFA®).
Tom began his career with ARAMARK Corporation, where he served as both General Manager and Vice President. During his business career, he had bottom line responsibilities for the growth and profitability of numerous ARAMARK business units throughout the Northeast United States. During Tom’s tenure as a business executive, he developed in-depth skills in corporate strategic and budget planning, which he now applies to the discipline of personal financial planning. Tom has developed keen insights into the personal finance needs of business professionals, which he applies as a Financial Planner. Prior to joining Structured Asset Management, Inc. in 2011, Tom was an Investment Advisor at Millennium Wealth Advisors, Inc., Malvern, PA.
Tom lives with his wife Debbie in Malvern, Pennsylvania.
Mary E. Suplee is Vice President and an investment adviser with Structured Asset Management, Inc., an independent registered investment advisor and financial planning firm in Berwyn, PA. She joined her husband Bill at the firm in 2013.
Mary earned her bachelor’s degree in business administration from Juniata College and her MBA from St. Joseph’s University. She has also earned her series 65 license.
Mary started her career on the trading floor of the Philadelphia Stock Exchange as a trader, first in equity options then in foreign currency options and futures. Her experience led to several positions of increasing leadership in financial services marketing. She served as AVP of marketing for the Philadelphia Stock Exchange before accepting a position to manage marketing communications for The American College in Bryn Mawr. Prior to joining Bill’s firm, she spent six years as the director of marketing for one of the country’s most successful financial services firms.
While her marketing experience has always been centered on financial services, she has extensive expertise in strategic planning, project management, branding, advertising and all aspects of marketing communications.
Mary lives with Bill and their daughter Juliana in Valley Forge. An avid runner, she enjoys running the many beautiful trails surrounding the area.