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Executive Bios


Edward J. Mazza, CFP, CSA
Chief Executive Officer

As one of the co-founders of the firm, Mr. Mazza has actively managed WNM Advisors, LLC since its inception. Over his career, Ed has developed and managed hundreds of business valuation assignments for a variety of purposes including merger, acquisition, financing, recapitalization, strategic decision-making and shareholder liquidity issues.

A frequent speaker on the subject of business valuation, Ed has conducted CEC seminars, written, published and co-authored articles for business publications and professional trade journals. Ed attended Gannon College in Erie, PA and earned his CFP Certified Financial Planner designation in 1986, a Series 6, 63 NASD, Life, Health and Disability Insurance Licenses. He also completed his Certified Senior Advisor designation and received his Paralegal Certificate from Ohio University.

You can reach Ed at emazza@wnmadvisors.com.


Gary Fodor, CFA, CBA, MBA
Chief Investment Officer

Mr. Fodor is a Chartered Financial Analyst (CFA) with 30 years of securities analysis and investment policy experience. He earned his series 7, 63, Registered Investment Advisor and CFP Certified Financial Planner designations. Gary holds a Bachelor of Science in physics and mathematics and an MBA in Accounting. He is a Certified Business Appraiser and a Regional Governor for the Institute Of Business Appraisers where he serves on the national IBA Ethics Committee.   

Mr. Fodor has been associated with WNM Advisors, LLC since 1991 and in his capacity has performed hundreds of valuations of closely-held business interests for merger, acquisition, financing, capital management and shareholder liquidity purposes.


Joseph E. Marchini
Director M&A/Investment Banking 

With 18 years of banking experience with The First National Bank of Pa, Joe began in the Credit Department and quickly advanced to the lending side where he decided to develop his career. He held various titles throughout the years, ending with SVP in charge of all commercial business with 8 lending officers reporting to him and managing a commercial portfolio of $300 million. Mr. Marchini chaired the banks loan committee and had a personal lending limit of $1 million.

In 1998 Joe joined Rent-Way Inc. where he was in charge of Acquisitions and Divestitures. During his tenure and under his leadership, the company made in excess of 25 acquisitions and grown from 400 to 1000 stores with revenues in excess of $500 million. In addition to his day-to-day M&A operational responsibilities, Joe coordinated the companys Strategic Plan, oversaw Corporate Budgets and managed all Corporate Contacts. Joe is a graduate of Gannon University with a degree in Accounting and a minor in Finance.


Richard S. Sowa, CFP
Director of Financial Planning

Mr. Sowa began his affiliation with WNM Advisors, LLC as a contract consultant in 1991. After seven years with the Comptroller of the Currency, Rich began his financial planning career as a Licensed Public Accountant when he acquired his Series 7, 63, Life, Health, Disability and P& C Insurance Licenses. In addition he earned his Certified Financial Planner (CFP) in 1986 along with the CFS Certified In Simple Language Guide to Basic InvestmentsFunds Specialist designations.

Mr. Sowa is an adjunct instructor for Kaplan Financial where he teaches the Certified Financial Planner educational program to candidates preparing for the CFP exam.
He holds a Bachelor of Science in Management/Accounting.

Mr. Sowa is the author of Your "In Simple Language" Guide to Investments and Workbook - ISBN 978-1-4507-4072-2.

 

 

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