About ECA Investments

ECA Investment Group, Inc. (ECA)
ECA is a corporate "Registered Investment Advisor" with the U. S. Securities and Exchange Commission and the Pennsylvania Securities Commission. The firm (through its associated persons) is a "Series 7" fully licensed securities and insurance broker with the FINRA (www.finra.org) and Insurance Commissioner.

ECA provides investment consulting, investment management and employee benefit consulting services to businesses, institutions and individuals.

Edward S. Crooks, President
Edward S. Crooks has thirty-one years of financial, trust, estate and investment consulting experience. Prior to establishing ECA, Inc. in 1986, Mr. Crooks managed $110 million in trust assets as Sr. V.P. and Sr. Trust Officer for a regional bank holding company from 1978 to 1986. He also established and designed the employee benefit consulting service of the bank.

From 1972 to 1978, Mr. Crooks served as a Trust Officer for a large bank holding company, specializing in trust administration, probate, tax and estate planning.

He graduated from Grove City College in 1971 with a Bachelor of Arts degree in History and Economics. He also graduated from P.B.A. Trust School at Bucknell University in 1974. He received an M.B.A. degree in Finance and Security Analysis in 1977 from Clarion University. Mr. Crooks has taught portfolio and security analysis courses at the business School of Clarion University.

In 1981, Mr. Crooks received the ABA National Graduate Trust degree in Trust Administration at Northwestern University. He holds an FINRA Series 7, 63 and 65 license as well as a life and annuity insurance license.

Brian D. Selby, Vice President
Brian D. Selby has nineteen years of investment management experience as a portfolio manager for businesses, institutions and large individual accounts. Mr. Selby also has employee benefit and trust administration experience.

From 1981 through 1985, he managed the investment division of an $80 million bank trust department. Mr. Selby served as a portfolio manager for a $1 billion trust department from 1985 through 1995. In 1996, he was promoted to the bank holding company’s Investment Advisory Firm where he managed $300 million in equity and fixed income assets.

He graduated from York College of Pennsylvania in 1980 with a Bachelor of Science degree in Business Administration and a second degree in Banking and finance. He graduated from P.B.A. School at Bucknell University in 1982 and received his Charter Financial Analyst, CFA designation in 1990. He holds an FINRA Series 7, 63 and 65 licenses.

Mr. Selby also taught Trust and Investment classes for the local American Institute of Banking Chapter. He is currently a member of the Baltimore Security Analyst Society.

Bonnie M. Stiles
Bonnie has more than 28 years of experience in trust management and operations involving the processing of securities, cash and other assets for major bank trust divisions.

She joined Counsel Trust Company in 2003 as Trust Operations Manager. In 2004 she was named Chief Compliance & Operating Officer of both Counsel Trust Company and ECA Investment Group, Inc. Bonnie is a shareholder in Counsel Trust Company.

From 1996 to 2003 Bonnie served as Vice President & Trust Services Manager for M&T Investments (formerly Allfirst Trust Company), Baltimore, MD.

In 1988, she graduated from Pennsylvania Bankers Association Trust School at Bucknell University, Lewisburg, PA.

From 1975 to 1996 she held various management positions in the trust operations department of Allfirst Trust Company (formerly York Bank & Trust Co.), York, PA.

Bonnie has taken numerous trust & compliance courses over the years.

David W. Wells, Portfolio Manager
David W. Wells joined ECA in early 1999. He assists the Principals in the investment management and consulting activities of ECA. He also oversees all 401k fund diagnostics and performance tracking.

From 1995 through 1999, Mr. Wells was part of the administrative team at Utz Potato Chip Co. From 1991 to 1995 he was a commercial lending officer at Farmers Bank & Trust Co.

He graduated from Miami University of Ohio in 1991 with a Bachelor of Science degree in Finance. Mr. Wells holds an FINRA Series 7, 63 and 65 licenses.

David L. Dolan, Portfolio Manager
David L. Dolan has eighteen years of experience in the design, implementation, administration and investments in employee benefit plans. Mr. Dolan also has experience with managing portfolios for individuals.

From 1987 through 1996, he held various positions of management for a division that had assets under administration in excess of $350 million of a local bank trust department. Mr. Dolan served as a managing director of a $330 million trust department from 1996 through 2001 where he was responsible for the fixed income and equity management of the department.

He graduated from Elizabethtown College in 1985 with a Bachelor of Science degree in Business Administration with concentrations in accounting and finance. He graduated from P.B.A. School at Bucknell University in 1989 and received his Charter Financial Planning, CFP designation in 1991. He holds an FINRA Series 7 and 63 licenses.

Mr. Dolan taught Trust and Investment classes for the local American Institute of Banking Chapter.

Geoffrey M. Platt, Portfolio Manager
Geoff has more than seventeen years of investment management and trust administration experience as a financial advisor for businesses, institutions and high net worth individuals. In addition, Geoff has significant experience in the design, implementation, administration and investment management of qualified retirement plans. He also has experience in developing estate, financial and retirement plans for high net worth individuals.

In 2007, Geoff joined ECA Investment Group, Inc. as a principal and consultant. Prior to joining ECA Geoff served as a vice president and senior financial advisor at Sterling Financial Trust Company. During his years at Sterling he served in a number of managerial capacities in addition to managing a diverse client base where he was responsible for than $65 million in client assets.

Prior to his Sterling Financial Trust Company years, Geoff served as an employee benefits trust officer for Fulton Bank where he was responsible for more than $50 million in client assets.

He received his Certified Employee Benefit Specialist (CEBS) designation in 1997 and his Certified Trust and Financial Advisor (CTFA) designation in 2005. He holds FINRA Series 7 and 66 licenses. Geoff also holds a PA Insurance license for life, health, fixed and variable annuities.

Geoff is a 1993 honors graduate of the Pennsylvania Bankers Association Trust School at Bucknell University, Lewisburg, PA. He also graduated from the Cannon Financial Trust School at the University of Notre Dame, South Bend, IN in 2005.

In 1989 Geoff graduated from the Pennsylvania State University, Harrisburg, PA with a Bachelor of Science degree in Finance.

Richard H. Brown
With more than 36 years of trust and investment management experience, Dick joined Counsel Trust Company / ECA Investment Management Group in 2006 as a Principal and Senior Advisor. He is focusing primarily on investment management and financial relationship management services for high net worth individuals. He is also actively seeking ways to help expand our market area through identification of additional highly motivated and talented associates to join our companies.

Dick’s first 30 years were spent with the former York Bank and Trust Company (Now M&T Bank) where he specialized in pension and profit sharing plan administration, corporate trust administration, marketing, and new business development. He served as Executive Vice President and Division Head from 1983 until 1998, successfully guiding the trust and investment team through five significant corporate mergers and reorganizations.

Continuing his trust and investment focus, he served as Senior Vice President with Hershey Trust Company from 1999-2000 and as Vice President & York Market Manager for Sterling Financial Trust Company from 2002-2006.

Dick is a 1966 graduate of University of Maryland having attained a Bachelor of Science Degree in Business Administration.

He is also a graduate of the National Graduate Trust School at Northwestern University and the Executive Financial Services Graduate Program at the University of Michigan Kellogg School of Management.

Dick has been and continues to be extremely active in the York Community. He has served as board chair for the United Way of York County, York County Community Foundation, York Hospital, South George Street Community Partnership, to name a few. He currently serves on the boards of WellSpan Health and WellSpan Medical Group.