Meet The Viquity Asset Management Team
PRINCIPAL, DIRECTOR OF RETIREMENT PLANNING
Andrew Zuch serves as Director of Retirement Planning at Viquity Asset Management as a retirement income specialist working to help both retirees and pre-retirees secure their financial futures. He focuses primarily on retirement income planning and wealth preservation.
Andrew has worked in the marketing, real estate investment and wealth management industries since 1995. In addition to his role as Director of Retirement Planning with Viquity Asset Management, Andrew has extensive experience in multi-family and other investment real estate, managing his portfolio of investment properties for nearly three decades. Andrew’s real estate experience serves as an additional benefit to clients of the firm, especially those looking to diversify assets, income streams, and understand how to build a sustainable real estate portfolio for the long-term. During his prior business career as an entrepreneur, Andrew successfully founded, scaled, and sold several companies in multiple industries, ultimately leading him to wealth management helping others plan for their future, while we help grow and protect their assets.
Andrew graduated from Franklin & Marshall College with a bachelor's degree in business management. In addition to being a Series 65 license holder, Andrew is also licensed to sell life insurance and annuities through an extensive network of insurance partners, ensuring his clients can obtain the products they need for their plan.
When not working, Andrew enjoys spending time at the beach with his family and playing an occasional card game. Andrew and his wife, Tiffany, have been happily married since 1997 and have two beautiful children. Both are active supporting several charitable causes benefiting veterans, animals, and food-insecure families.
Joe is a self-made entrepreneur and is the Founder and Chairman of Viquity Asset Management and Experity Ventures LLC. He brings creativity, skill, leadership, and vision in starting, building, and scaling financial and technology services enterprises.
After years of sitting on the other side of the table as a private wealth client, Joe realized there should be more to this process than just money management. Trustworthy service and advice is what clients want. Joe began Viquity Asset Management with the intention of putting the focus of the financial services industry back on the clients that we serve. Through providing boutique, white glove service, advanced technology, and a holistic approach, Viquity now serves clients across the country on all elements of financial planning.
He started his career as a youth and was the founder and former CEO of PSC Info Group. The company was a leading provider of data and technology solutions focused on revenue cycle management, consumer communications and payment acceleration. PSC was recognized twice by Inc. magazine as one of America’s 500 fastest growing private companies (Inc. 500) and in 2012, PSC became the integral part of a merged group of companies that is now RevSpring Inc.
He served as Chairman of the Board of RevSpring from August 2012 until December 2016, when the company was sold to the GTCR private equity group. While leading PSC RevSpring, Greco led multiple private equity and strategic merger and acquisition transactions. RevSpring platforms facilitate over 1 billion consumer interactions annually across multiple business sectors.
In 2007, Joe founded his private investment firm, Ascend Ventures LLC which is focused on early-stage investment and business development. Ascend manages investments in the financial services, technology, real estate and sports and entertainment industries.
In 2015, he founded Thrivest Holdings LLC to start a play in the legal funding vertical within the broader specialty finance sector and in 2019 he founded Nexify Holdings, LLC which is also a portfolio company of Experity Ventures. This created a platform for providing leading-edge technology and capital solutions to the litigation finance ecosystem. Experity Ventures has been named twice to the Inc. 5000 list of America’s fastest growing companies.
Mr. Greco is part of the ownership group of Major League Soccer’s (MLS) Philadelphia Union professional sports franchise, and he supports a variety of charitable endeavors through his private foundation.
Principal & Director of Financial Planning
Ben White serves as Principal and Director of Financial Planning at Viquity Asset Management. He works with Viquity clients on their entire financial picture educating and advising on all disciplines of financial planning. Ben brings significant holistic financial planning experience to Viquity from AXA Advisors. At AXA Advisors, Ben worked as a financial consultant and general securities principal, while also working as a member of the management team and board of advisors for Karr-Barth Associates, the largest firm within AXA Advisors, managing more than $13 billion in assets.
While at AXA Advisors, Ben worked directly with individuals, families, and businesses focused on comprehensive financial planning including: investment management, risk management, retirement and estate planning, business succession, executive benefits, and financial education. Ben has extensive experience working with corporate executives, business owners, Big 4 partners, labor unions, and professional athletes. He served two years on the Karr-Barth Associates Board of Advisors and was a 3x qualifier for AXA Advisors’ National Leaders Forum as well as a 3x qualifier for the Million Dollar Round Table, an annual event celebrating the top advisors from all wealth management companies throughout the United States. In 2019 Ben was also nominated as a 5-star Wealth Manager.
Ben received his bachelor’s degree from Temple University, where he was a four-year member of the Temple Baseball team. Following his graduation from Temple in 2011, Ben was signed by the Toronto Blue Jays as an undrafted free agent and went on to play four years in the minor league organization before retiring and beginning his career in financial services.
Anita is dedicated to being an Executive Assistant and Client Relations Manager at Viquity Asset Management. She attended Temple University and has extensive experience working in customer service and operations, whether it was in her own business or assisting in her family’s businesses. She is a dedicated worker who can thrive independently and on a team.
Anita is committed to her husband of almost 30 years and is a devoted mother to their three children, who are her greatest gifts. She was committed to watching them thrive and enjoyed supporting all of their activities. She coached her daughter's cheer teams for a total of 12 years and has cooked many meals for all their activities.
Anita enjoys cooking, reading and crafting, and especially loves spending time with her family.
Karen received her accounting and finance degree from Albright College.
Karen worked both in accounting and operations for the banking industry for 20+ years before becoming a dedicated member of the accounting team at Viquity Asset Management.
Karen enjoys traveling, having nice dinners, and spending time with her family and friends.