Buy & Sell Side Traders | Portfolio Managers | Investment Counselors
PSA Membership includes all facets of the business including registered traders, portfolio managers and investment counselors. Approximately 40% of our membership is employed by “buy side”, institutions such as banks, trust companies, insurance companies and advisory firms. The balance of our membership consists of, “sell side”, analysts, traders and brokers from the brokerage industry. We also have press members.
Philadelphia Securities Association
Members: We are introducing a new membership management system, Smart Trakker, to help us communicate more effectively and grow our organization.
To get started, please select the “Member Access” link above and create a new password if you have not logged in yet. You must enter the email address on file with PSA. Please keep your information up to date and you have the option to enter an “alternate email address” for additional password recovery in case you change firms.
Please do not hesitate to contact Deborah Rounick below on this page with any questions about this process.
We are looking forward to an exciting year of great programs and events!
Apply for Membership
We are currently accepting applications!
Two industry affiliated references are required to join PSA.
Would you like to be featured here? Please contact our membership chair below!
Career: After the charter for the First Bank of the United States expired in 1811, Girard purchased most of its stock as well as the building and its furnishings on South Third Street in Philadelphia and opened his own bank, variously known as Girard Bank. Girard was the sole proprietor of his bank, and thus avoided the Pennsylvania state law which prohibited an unincorporated association of persons from establishing a bank, and required a charter from the legislature for a banking corporation.
“I have been in the Philadelphia area my entire career. I focus on charity and banking. I’m thrilled to be part of the PSA!”
Deborah Rounick | Membership Committee Chair
Deborah Rounick, APMA, CRPC
Deborah Rounick c/o Klatz Rounick & Associates
Eight Tower Bridge, 161 Washington Street, Suite 1300
Conshohocken, PA 19428
Klatz Rounick & Associates, A financial advisory
practice of Ameriprise Financial Services, Inc.