Orihel Wealth Management - Team | Newtown, PA

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Matt McInerney

Vice President, Compliance

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Matt McInerney

Matt joined the Insight Advisors team in 2018, bringing 8 years of professional services experience from PricewaterhouseCoopers and Navigant Consulting with him. He provided project management support to fortune 50 financial institutions across various business functions, including compliance, IT governance and systems implementations, and litigation support. Matt is a graduate of Wake Forest University with a degree in economics and the Wake Forest University Schools of Business with a MA in Management.

Vice President, Compliance

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Carla Simon

Compliance Officer

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Carla Simon

Carla has worked in the investment advisory business for 19 years. She is Insight Advisors Chief Compliance Officer and holds FINRA Series 7, Series 63, and Series 65 licenses and is also Insurance licensed. Carla graduated Summa Cum Laude from West Virginia University.

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Orihel Wealth Management is a DBA of Insight Advisors, LLC., a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Insight Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Insight Advisors, LLC unless a client service agreement is in place.

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