Accounting and Operational Staff

Our Accounting and Operational Staff handles the day to day administration of The Killen Group and its clients’ accounts. Staff members specialize in operations, accounting, client services, information systems, and compliance. They are key contributors in our overall effort to provide our clients with sound investment advice and support.

Neil Walker, CPA

Controller

BS Finance, University of Delaware. 10 years of experience in various public and private accounting roles.

Melissa L. Haupt

Client Services Administrator

AAS Fashion Buying and Merchandising, Fashion Institute of Technology; BS Management, East Stroudsburg University. Over 15 years of experience in Client Services.

Kevin M. Ryan, Esq.

General Counsel

BA History, Fordham College; JD, Fordham Law School; LLM Taxation, NYU School of Law. FINRA Series 7, 24, 28, 63 & 65.

Patti McCabe

Director, Account Administration & Chief Compliance Officer

BA Psychology, University of Massachusetts. NRS Investment Adviser Certified Compliance Professional designation. More than 25 years of experience in broker/dealer, investment advisory and regulatory operations. Member, National Society of Compliance Professionals (NSCP).