Company Biographies
Our people are the core of our business. In order that you, our prospective clients, might get to know us better, we have prepared a biographical sketch on each of our people. We have included information on each person's education, career, professional qualifications, work history and, if applicable, participation in community service.
EDUCATION: We believe that education is crucial in the investment business. As an industry we are required to provide continuing education for each of our employees. To give you a reference to our employees' educational history, we have included references to high school, college and important post college studies.
CAREER: The notion of career points towards the conversation the public has about an individual and that to which they are committed. As investment professionals, we are committed to your investment concerns, just as a physician is committed to your health concerns.
WORK HISTORY: Our people come from a diverse work background. We look for people who have been successful with other work situations before joining our firm. A history of commitment to get the job done correctly indicates a level of maturity we desire in our employees.
COMMUNITY SERVICE: All the employees of Nestlerode & Co., Inc. live and work in central Pennsylvania. We believe that putting back into our communities is an important part of being a member of the community. Where applicable, we have included those activities in which our people are participating, making our communities a better place to live.
Daniel J. Nestlerode (Dan)
danielj@nestlerode.com
Education
- Graduated from Elmira Free Academy, Elmira, NY
- Pennsylvania State University, BS in Business Administration, majoring in finance
- Graduate, Ontological Design Course, Business Design Associates (BDA), Emeryville, CA
Professional
- HRB-Singer, Inc., Budget Analyst. and Market Analyst
- Joined Nestlerode & Co., Inc. in 1965 as a registered representative serving the State College area
- Vice President, Nestlerode & Co., Inc., 1965
- President, Nestlerode & Co., Inc., 1983
- Moved home office to State College, from Williamsport in 1987
- Initiated Investment Management Services in 1990
- Started Discount Brokerage of Pennsylvania in 1993
Community Service
- Former treasurer for Camp Krislund, the Presbyterian Church Camp at Lamar, PA
- Board Member and Treasurer, Alpha Community Ambulance Service, Inc. (ACASI), State College, PA
- Founder and past President, TIPS Networking Club, State College, PA
Other
- Columnist for Canton (PA) Independent Sentinel
- Articles written for Pennsylvania Business Central, State College, The Magazine, and other periodicals
- Commentator for ABC Channel 23 News
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Judy L. Loy (Judy)
jloy@nestlerode.com
Education
- Graduate of Greensburg Salem High School (Greensburg, PA)
- Graduate of Pennsylvania State University, BA in Math and Education
Professional
- Employed at Nestlerode & Co., Inc. since 1992
- In 1996, Judy was named the firm's Chief Financial Officer and Treasurer of the corporation
- Judy is now a co-owner of Nestlerode & Co., Inc., a privately held corporation
- Judy graduated on 3/12/1999 from Securities Industry Association’s three year Securities Industry Institute at the Wharton School at the University of Pennsylvania
- Judy is a member of the Institute of Management Accountants (IMA)
- Pennsylvania Insurance license for Life & Annuities
Community Service
Other
- Columnist for Canton (PA) Independent Sentinel
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Kelly Walker (Kelly)
kgreer@nestlerode.com
Education
- Graduated from Easton Area High School, Easton, PA
- Attended Penn State, majoring in Political Science
Professional
- Retail store manager in State College, PA
- Joined Nestlerode & Co., Inc. in 1995
- Kelly is the head trader and oversees the discount brokerage unit
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Brian L. Anderson
banderson@nestlerode.com
Education
- Graduate of Tyrone Area High School, Tyrone, PA
- Graduate of Pennsylvania State University, BS in Accounting (1981)
Professional
- Joined Nestlerode & Co., Inc. in 2001
- Accounting Manager at Manpower Inc. of Altoona, PA
- Assistant to Controller at Penn State Federal Credit Union, State College, PA
- Accounting Manager at Butterick Company Inc. of Altoona, PA
- Accountant at Oncology Services Corporation of State College, PA
- Accountant at Locus Inc. of Boalsburg, PA
- Accounting Supervisor at Centre Daily Times
Avocation
- Member, The Michael O'Brien Band
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Jody Berthold (Jody)
jberthold@nestlerode.com
Education
- Graduate Lower Dauphin High School, Hummelstown, PA
- Attended Shippensburg University, majoring in History
Professional
- Joined Nestlerode & Co., Inc. in 2001 as Assistant to the CFO
- Named Director of Operations in January 2007
- Leadership Centre County Class of 2006
- Office Manager Orkin Pest Control
- Office Manager Affordable Radon Solutions
- Executive Officer Centre County Association of REALTORS, Inc.
- Licensed Real Estate Agent
Community
- Immediate Past Vice President Bellefonte YMCA Stingrays Swim Team Parents Organization
- President Red Raider Swim Team Booster Club
- Eucharistic Minister for St. John the Evangelist Catholic Church
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Tiffany Smarsh (Tiffany)
tmarsh@nestlerode.com
Education
- Graduate of West Branch Area High School, Allport, PA
- Graduate of South Hills Schools of Business & Technology, State College, PA
- Administrative Secretary Degree
- Honor Student
Professional
- Joined Nestlerode & Loy as Office Assistant in 2007
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Portraits for the web site are provided by
the award winning photographer Tamar London.
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