H. Warren Ingersoll

H. Warren Ingersoll

Senior Investment Specialist

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)355-7837
Fax: (610)325-6291
E-mail:

Co-Manager, Creative Financial Group, 401(k) Sales and Service Team.  Warren joined Creative Financial Group as an investment specialist focused on the qualified retirement plan marketplace in 2005. With over 20 years experience dealing with investments and qualified retirement plans, Warren brings a breadth of knowledge and experience to the organization. After graduation from Villanova University B.A in 1983, Warren has had a successful and diverse financial service background.  He started his career as a portfolio manager and securities analyst for Meridian Investment Company where he managed both personal and qualified plan assets in excess of $200 million.  His responsibilities also included equity analysis for the telecommunications and conglomerate industry groups for all commingled funds and individually managed  portfolio investments.  He then became Vice President of sales responsible for the Southeast Pennsylvania and Delaware markets for investment and trust related products to corporate and institutional markets.

He then joined a start up company, V-SPAN that has become the dominant Videoconference network management company worldwide.  Generating over $1MM per year in annual business, Warren was a senior Global Accounts Executive establishing relations with companies such as Morgan Stanley, Goldman Sachs and United Technologies.

Warren has spent the last 4 years with Creative Financial Group’s investment team as co-manager of the qualified plans (401K) sales and service team.